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Intuitive Surgical

1,403 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
-26
Holders Change %
-1.82%
% of All Funds
22.46%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
114
Increased
520
Reduced
519
Closed
111
Calls
$804M
Puts
$547M
Net Calls
+$257M
Net Calls Change
-$140M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
1001
Colony Group
Massachusetts
$353K -$658K -2,576 -65%
WOSD
1002
WFA of San Diego
California
$353K
AWA
1003
Aaron Wealth Advisors
Illinois
$353K +$11.5K +45 +3%
LWM
1004
LJI Wealth Management
Indiana
$351K -$6.13K -24 -2%
JF
1005
Jump Financial
Illinois
$350K -$75.9K -297 -18%
CSS
1006
Cubist Systematic Strategies
Connecticut
$348K -$5.32M -20,815 -94%
FMP
1007
Financial Management Professionals
Texas
$347K +$4.08K +16 +1%
LFAS
1008
Level Four Advisory Services
Texas
$347K +$9.96K +39 +3%
QT
1009
Quantamental Technologies
New York
$345K +$345K +1,352 New
B
1010
Bailard
California
$344K -$940K -3,680 -73%
PWMAG
1011
Pinnacle Wealth Management Advisory Group
New Jersey
$341K +$23.2K +91 +7%
AAP
1012
Arax Advisory Partners
Colorado
$341K -$85.3K -334 -20%
ANTB
1013
AMG National Trust Bank
Colorado
$341K +$44.5K +174 +15%
PWM
1014
Purus Wealth Management
California
$340K +$58.7K +230 +21%
SP
1015
Symmetry Partners
Connecticut
$340K
ECA
1016
Elevated Capital Advisors
Utah
$338K +$14.1K +55 +4%
CC
1017
Centiva Capital
New York
$337K -$1.7M -6,643 -83%
GKWIM
1018
Gerber Kawasaki Wealth & Investment Management
California
$337K -$9.96K -39 -3%
SFS
1019
Sowell Financial Services
Arkansas
$337K +$337K +1,321 New
DWM
1020
Drive Wealth Management
Utah
$337K +$1.79K +7 +0.5%
PCM
1021
Parsons Capital Management
Rhode Island
$336K
HWA
1022
HCR Wealth Advisors
California
$334K -$14.6K -57 -4%
CF
1023
Cantor Fitzgerald
New York
$332K +$332K +1,300 New
KLCM
1024
KG&L Capital Management
Louisiana
$330K -$28.6K -112 -8%
MSS
1025
Mitchell Sinkler & Starr
Pennsylvania
$330K -$19.4K -76 -6%