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Intuitive Surgical

1,402 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,402
Holders Change
-27
Holders Change %
-1.89%
% of All Funds
22.44%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
113
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 %
MPWT
1201
MassMutual Private Wealth & Trust
Connecticut
$191K +$40.1K +157 +27%
TPCW
1202
TD Private Client Wealth
New York
$189K +$255 +1 +0.1%
EWA
1203
EverSource Wealth Advisors
Alabama
$188K -$511 -2 -0.3%
KLWA
1204
Kelly Lawrence W & Associates
California
$187K
BLC
1205
Brown, Lisle/Cummings
Rhode Island
$185K
AT
1206
Avalon Trust
New Mexico
$180K +$180K +703 New
BWS
1207
Buck Wealth Strategies
Colorado
$179K +$179K +700 New
WWP
1208
WR Wealth Planners
Missouri
$178K +$57.2K +224 +47%
GBT
1209
Grove Bank & Trust
Florida
$176K -$3.58K -14 -2%
BWM
1210
BerganKDV Wealth Management
Minnesota
$173K
DAC
1211
Dividend Assets Capital
South Carolina
$172K
PB
1212
Pinnacle Bancorp
Nebraska
$170K
GWS
1213
Glassman Wealth Services
Virginia
$167K +$17.1K +67 +11%
KFP
1214
KB Financial Partners
New Jersey
$165K +$43.4K +170 +36%
WPA
1215
West Paces Advisors
Georgia
$162K +$2.3K +9 +1%
C
1216
Covestor
United Kingdom
$161K -$11.7K -46 -7%
MAM
1217
Magellan Asset Management
Australia
$159K +$159K +622 New
LTI
1218
Laffer Tengler Investments
Tennessee
$158K
TC
1219
Trust Company
Kansas
$156K
ST
1220
Smithfield Trust
Pennsylvania
$150K
T
1221
TOBAM
France
$142K +$142K +554 New
CA
1222
Crewe Advisors
Utah
$140K -$40.6K -159 -23%
CWC
1223
Carolinas Wealth Consulting
North Carolina
$136K +$37K +145 +38%
PTC
1224
Private Trust Company
Ohio
$135K -$6.39K -25 -5%
CWP
1225
Concord Wealth Partners
Virginia
$135K +$33K +129 +32%