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Intuitive Surgical
ISRG

Overview Fund Activity

1,545 hedge funds and large institutions have $101B invested in Intuitive Surgical in 2023 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 549 increasing their positions, 553 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+143
Holders Change %
+10.2%
% of All Funds
24.37%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.93%
New
209
Increased
549
Reduced
553
Closed
56
Calls
$794M
Puts
$726M
Net Calls
+$68.2M
Net Calls Change
-$189M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$664M
2
Barclays
2
Barclays
United Kingdom
$472M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.74B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$303M
5
Invesco
5
Invesco
Georgia
$1.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.5B
2
Edgewood Management
2
Edgewood Management
Connecticut
$1.67B
3
SGA
3
Sustainable Growth Advisers
Connecticut
$437M
4
AIM
4
Alphinity Investment Management
Australia
$223M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
351
Wealthfront Advisers
California
$12.3M +$2.05M +5,984 +20%
PA
352
Parallel Advisors
California
$12.2M -$38.6K -113 -0.3%
CIP
353
Chartwell Investment Partners
Pennsylvania
$12.2M +$149K +437 +1%
BIAS
354
Beacon Investment Advisory Services
New Jersey
$12.1M +$6.63M +19,400 +120%
GIBU
355
Gulf International Bank (UK)
United Kingdom
$12.1M -$3.8M -11,125 -24%
GT
356
Glenmede Trust
Pennsylvania
$12M – – –
DILIC
357
Dai-ichi Life Insurance Company
Japan
$11.9M -$2.88M -8,435 -20%
LWM
358
Lyell Wealth Management
California
$11.6M -$86.5K -253 -0.7%
FCI
359
Financial Counselors Inc
Kansas
$11.6M -$144K -420 -1%
VAS
360
Valicenti Advisory Services
New York
$11.5M -$128K -375 -1%
SC
361
SouthState Corp
Florida
$11.5M -$368K -1,076 -3%
AWCI
362
Alpine Woods Capital Investors
New York
$11.4M -$116K -338 -1%
CL
363
CIM LLC
New York
$11.2M -$445K -1,302 -4%
LIM
364
Lingotto Investment Management
United Kingdom
$11.2M +$11.2M +32,857 New
EDRH
365
Edmond de Rothschild Holding
Switzerland
$11.2M -$1.41M -4,119 -11%
OPS
366
Orion Portfolio Solutions
Nebraska
$11.2M +$11.2M +32,716 New
BCI
367
Brinker Capital Investments
Pennsylvania
$11.2M +$11.2M +32,716 New
SAM
368
Shell Asset Management
Netherlands
$11.2M +$2.04M +5,970 +22%
JSP
369
Jackson Square Partners
California
$11M -$4.88M -14,258 -31%
TRSOTSOK
370
Teachers Retirement System of the State of Kentucky
Kentucky
$10.8M -$784K -2,293 -7%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$10.8M +$4.82M +14,108 +80%
BCIM
372
British Columbia Investment Management
British Columbia, Canada
$10.8M +$40.3K +118 +0.4%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$10.6M +$5.64M +16,496 +113%
MCM
374
McKinley Capital Management
Alaska
$10.6M +$2.41M +7,046 +29%
AWM
375
AE Wealth Management
Kansas
$10.6M +$1.35M +3,944 +15%
13 14
15
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