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Intuitive Surgical

1,726 hedge funds and large institutions have $119B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 705 increasing their positions, 585 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.02%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
201
Increased
705
Reduced
585
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
RMDI
1101
R.M. Davis Inc
Maine
$625K -$36.7K -92 -6%
BFIM
1102
Beese Fulmer Investment Management
Ohio
$622K -$32.7K -82 -5%
CQS
1103
Credential Qtrade Securities
$622K -$38.7K -97 -6%
ECA
1104
Elevated Capital Advisors
Utah
$621K +$16.8K +42 +3%
AWA
1105
Arkadios Wealth Advisors
Georgia
$616K -$12.4K -31 -2%
PCA
1106
Pallas Capital Advisors
Massachusetts
$613K +$6.39K +16 +1%
WPC
1107
Waters Parkerson & Co
Louisiana
$613K +$2K +5 +0.3%
BBHC
1108
Brown Brothers Harriman & Co
New York
$612K +$288K +722 +89%
ACP
1109
Aviance Capital Partners
Florida
$612K +$612K +1,533 New
PCP
1110
Proficio Capital Partners
Massachusetts
$610K +$9.18K +23 +2%
IEFM
1111
IQ EQ Fund Management
Ireland
$609K -$47.9K -120 -7%
CSWM
1112
Cassady Schiller Wealth Management
Ohio
$605K +$3.59K +9 +0.6%
BTWM
1113
Baker Tilly Wealth Management
Wisconsin
$603K +$19.6K +49 +3%
JWCA
1114
J.W. Coons Advisors
Ohio
$603K +$136K +340 +29%
TWM
1115
Tradition Wealth Management
Minnesota
$601K -$103K -257 -15%
SRL
1116
Scientech Research LLC
New Jersey
$600K +$600K +1,504 New
RCA
1117
Resonant Capital Advisors
Wisconsin
$599K +$178K +447 +42%
WA
1118
WBH Advisory
Maryland
$599K +$599K +1,502 New
CA
1119
Cambridge Advisors
Nebraska
$590K
MMA
1120
Miracle Mile Advisors
California
$590K +$16K +40 +3%
CA
1121
CoreCap Advisors
Michigan
$589K +$227K +570 +63%
PCG
1122
Prosperity Consulting Group
Maryland
$587K +$139K +348 +31%
PFA
1123
Pure Financial Advisors
California
$587K +$15.6K +39 +3%
WIM
1124
WealthPlan Investment Management
Nebraska
$587K +$120K +300 +26%
WCM
1125
Weaver Capital Management
Georgia
$586K +$207K +518 +54%