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Intuitive Surgical

1,313 hedge funds and large institutions have $92.8B invested in Intuitive Surgical in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 544 increasing their positions, 378 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+60
Holders Change %
+4.79%
% of All Funds
22.92%
Holding in Top 10
38
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+58.33%
% of All Funds
0.66%
New
138
Increased
544
Reduced
378
Closed
65
Calls
$1.72B
Puts
$1.88B
Net Calls
-$165M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
1101
9258 Wealth Management
Ohio
$232K -$25.8K -84 -10%
PSUF
1102
People's United Financial
Connecticut
$232K -$17.5K -57 -7%
ACA
1103
Affinity Capital Advisors
California
$231K -$21.2K -69 -8%
SBH
1104
Segall Bryant & Hamill
Illinois
$231K +$231K +750 New
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$230K +$230K +750 New
FA
1106
Fiducient Advisors
Illinois
$230K +$230K +750 New
HFS
1107
Howard Financial Services
Texas
$230K +$230K +750 New
Dodge & Cox
1108
Dodge & Cox
California
$229K +$229K +747 New
MS
1109
Mizuho Securities
Japan
$228K +$7.39K +24 +3%
MG
1110
Mather Group
Illinois
$228K +$228K +744 New
TCM
1111
Tufton Capital Management
Maryland
$225K +$225K +735 New
AWE
1112
Avidian Wealth Enterprises
Texas
$225K +$225K +735 New
KLWA
1113
Kelly Lawrence W & Associates
California
$224K
AWA
1114
Aaron Wealth Advisors
Illinois
$224K +$224K +732 New
PWS
1115
Paragon Wealth Strategies
Florida
$223K +$223K +726 New
PWLP
1116
Prio Wealth Limited Partnership
Massachusetts
$221K +$221K +720 New
OA
1117
Oxbow Advisors
Texas
$221K +$221K +720 New
VSWA
1118
Vontobel Swiss Wealth Advisors
Switzerland
$221K +$221K +720 New
FB
1119
Fulton Bank
Pennsylvania
$219K +$219K +714 New
BAM
1120
Belpointe Asset Management
Nevada
$217K +$40.5K +132 +23%
SYBT
1121
Stock Yards Bank & Trust
Kentucky
$217K +$217K +708 New
FMBTD
1122
First Midwest Bank Trust Division
Illinois
$217K +$217K +708 New
WMP
1123
Wealth Management Partners
Arizona
$216K +$216K +705 New
BWM
1124
BerganKDV Wealth Management
Minnesota
$215K +$184K +600 +588%
BWM
1125
BT Wealth Management
Georgia
$215K +$215K +702 New