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Intuitive Surgical
ISRG

Overview Fund Activity

1,538 hedge funds and large institutions have $86B invested in Intuitive Surgical in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 641 increasing their positions, 511 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,538
Holders Change
-7
Holders Change %
-0.45%
% of All Funds
24.53%
Holding in Top 10
49
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.95%
% of All Funds
0.78%
New
121
Increased
641
Reduced
511
Closed
113
Calls
$758M
Puts
$886M
Net Calls
-$129M
Net Calls Change
-$197M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$720M
2
Coatue Management
2
Coatue Management
New York
$230M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$187M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$179M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$183M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
401
D.L. Carlson Investment Group
New Hampshire
$7.88M -$66.6K -228 -0.8%
MSRPS
402
Maryland State Retirement & Pension System
Maryland
$7.86M +$64.3K +220 +0.8%
BFS
403
Bradley Foster & Sargent
Connecticut
$7.73M – – –
GT
404
Greenleaf Trust
Michigan
$7.63M -$30.4K -104 -0.4%
CG
405
Carmignac Gestion
France
$7.5M +$1.91M +6,511 +34%
IAM
406
Innovis Asset Management
Illinois
$7.48M +$200K +683 +3%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$7.39M +$1.97M +6,756 +37%
NRW
408
Nova R Wealth
Kansas
$7.38M -$51.2K -175 -0.7%
SAM
409
Securian Asset Management
Minnesota
$7.37M -$1.12M -3,823 -13%
CDH
410
Charles D. Hyman
$7.33M +$5.09M +17,403 +227%
TAM
411
Tocqueville Asset Management
New York
$7.33M +$236K +806 +3%
JIC
412
Johnson Investment Counsel
Ohio
$7.32M +$112K +384 +2%
MCM
413
Moore Capital Management
New York
$7.31M +$7.31M +25,000 New
VPIM
414
Vanguard Personalized Indexing Management
California
$7.2M +$351K +1,201 +5%
ZIM
415
Zacks Investment Management
Illinois
$7.19M +$229K +783 +3%
TRCT
416
Tower Research Capital (TRC)
New York
$7.15M +$4.39M +15,017 +159%
P
417
Pitcairn
Pennsylvania
$7.11M +$793K +2,712 +13%
UC
418
Unio Capital
New Jersey
$7.1M -$151K -515 -2%
FG
419
Fiduciary Group
Georgia
$7.09M -$32.7K -112 -0.5%
RFC
420
Regions Financial Corp
Alabama
$7.09M -$725K -2,482 -9%
UB
421
UMB Bank
Missouri
$7.03M +$5.86M +20,041 +501%
HIMCH
422
Hartford Investment Management Co (HIMCO)
Connecticut
$7M -$189K -647 -3%
AIP
423
Ameritas Investment Partners
Nebraska
$6.97M +$356K +1,218 +5%
SW
424
SteelPeak Wealth
California
$6.96M +$6.66M +22,788 +2,191%
DA
425
Dillon & Associates
Michigan
$6.96M +$4.96K +17 +0.1%
15 16
17
18 19