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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 %
PFG
1326
Prosperity Financial Group
California
$330K +$27.5K +69 +9%
CNBT
1327
Canandaigua National Bank & Trust
New York
$330K -$1.4M -3,506 -81%
APW
1328
Austin Private Wealth
Texas
$328K +$27.2K +71 +9%
PVI
1329
Pine Valley Investments
New Jersey
$328K -$2.79K -7 -0.8%
SWC
1330
Spectrum Wealth Counsel
Indiana
$327K -$9.98K -25 -3%
CA
1331
Claro Advisors
Massachusetts
$327K +$65.5K +164 +25%
SW
1332
StrongBox Wealth
Missouri
$326K +$326K +817 New
GIP
1333
Granite Investment Partners
California
$326K
EWA
1334
EverSource Wealth Advisors
Alabama
$325K +$8.15K +22 +3%
MBT
1335
Montecito Bank & Trust
California
$324K +$324K +813 New
VPP
1336
Vertex Planning Partners
Illinois
$322K -$1.6K -4 -0.5%
FI
1337
Financial Insights
Washington
$322K
PWA
1338
Physician Wealth Advisors
Utah
$321K
MFA
1339
Mayflower Financial Advisors
Massachusetts
$321K +$16K +40 +5%
KHCM
1340
Kirtland Hills Capital Management
Ohio
$320K +$320K +837 New
ACM
1341
Arcataur Capital Management
Wisconsin
$320K
PMG
1342
ProVise Management Group
Florida
$320K
OHWP
1343
Oak Harbor Wealth Partners
North Carolina
$320K
AL
1344
Arnhold LLC
New York
$319K
HKIMG
1345
Hutchens & Kramer Investment Management Group
Indiana
$318K +$64K +162 +25%
CP
1346
Canopy Partners
Ohio
$317K +$75.4K +189 +31%
RA
1347
Riversedge Advisors
Delaware
$314K +$16.4K +41 +6%
JAG
1348
Journey Advisory Group
Kentucky
$312K -$94.6K -237 -23%
CC
1349
Centiva Capital
New York
$312K -$44.7K -112 -13%
MC
1350
Middleton & Co
Massachusetts
$312K