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Intuitive Surgical

1,365 hedge funds and large institutions have $98.6B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 555 increasing their positions, 442 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+52
Holders Change %
+3.96%
% of All Funds
23.97%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.74%
New
131
Increased
555
Reduced
442
Closed
63
Calls
$2.23B
Puts
$2.68B
Net Calls
-$450M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Shares
Change %
CMBA
1001
C.M. Bidwell & Associates
Hawaii
$379K -$2.98K -9 -0.8%
STA
1002
Summit Trail Advisors
New York
$379K +$57.7K +174 +18%
ARMT
1003
Amica Retiree Medical Trust
Rhode Island
$378K -$168K -507 -31%
GJIC
1004
Gamble Jones Investment Counsel
California
$378K
SFO
1005
Stokes Family Office
Louisiana
$378K +$3.98K +12 +1%
KPWS
1006
Kestra Private Wealth Services
Texas
$377K +$15.9K +48 +4%
HB
1007
Homrich & Berg
Georgia
$376K -$3.98K -12 -1%
SAI
1008
Systematic Alpha Investments
New Jersey
$374K +$374K +3,105 New
QT
1009
Quantamental Technologies
New York
$371K +$371K +1,119 New
CAG
1010
Crestwood Advisors Group
Massachusetts
$370K -$5.97K -18 -2%
PPW
1011
Parcion Private Wealth
Washington
$368K +$368K +3,219 New
DAS
1012
Dynamic Advisor Solutions
Arizona
$367K +$79.6K +240 +28%
RCAG
1013
Rehmann Capital Advisory Group
Michigan
$367K -$25.8K -78 -7%
BFPW
1014
BOK Financial Private Wealth
Colorado
$366K +$67.6K +204 +23%
GA
1015
Greytown Advisors
Florida
$365K
FB
1016
Fulton Bank
Pennsylvania
$364K +$127K +384 +54%
PFS
1017
Prospera Financial Services
Texas
$362K -$38.8K -117 -10%
EWA
1018
Encompass Wealth Advisors
Oregon
$360K
PWAC
1019
Private Wealth Advisors (California)
California
$358K +$239K +2,172 +200%
FP
1020
Financial Perspectives
Minnesota
$358K
VDI
1021
Vaughan David Investments
Illinois
$357K
BP
1022
Ballentine Partners
Massachusetts
$354K +$2.98K +9 +0.8%
MOS
1023
MGO One Seven
Ohio
$354K +$354K +2,937 New
TPWA
1024
TRUE Private Wealth Advisors
Oregon
$353K -$992 -3 -0.3%
IAIM
1025
International Assets Investment Management
Florida
$352K +$352K +1,062 New