ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,539 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, 642 increasing their positions, 511 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-7
Holders Change %
-0.45%
% of All Funds
24.54%
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
642
Reduced
511
Closed
113
Calls
$758M
Puts
$886M
Net Calls
-$129M
Net Calls Change
-$197M

Top Buyers

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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
Marshall Wace
United Kingdom
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
426
Twin Tree Management
Texas
$6.92M +$4.99M +17,078 +258%
CIP
427
Chartwell Investment Partners
Pennsylvania
$6.88M -$3.51M -12,008 -34%
CBT
428
Central Bank & Trust
Kentucky
$6.87M -$104K -355 -1%
WTA
429
Washington Trust Advisors
Massachusetts
$6.79M -$252K -863 -4%
AIM
430
Achmea Investment Management
Netherlands
$6.78M +$1.67M +5,717 +33%
MIG
431
McGuire Investment Group
Rhode Island
$6.73M +$123K +422 +2%
H
432
HoyleCohen
California
$6.72M +$3.51K +12 +0.1%
FNBT
433
FineMark National Bank & Trust
Florida
$6.65M +$5.28M +18,057 +384%
EWM
434
Elite Wealth Management
Washington
$6.58M +$2.53M +8,653 +62%
SGH
435
Sivik Global Healthcare
Connecticut
$6.58M – – –
TAF
436
Tredje AP-fonden
Sweden
$6.57M +$552K +1,888 +9%
Cetera Investment Advisers
437
Cetera Investment Advisers
Illinois
$6.54M +$84.2K +288 +1%
CGH
438
Crossmark Global Holdings
Texas
$6.49M -$194K -653 -3%
IMCOOI
439
Investment Management Corp of Ontario (IMCO)
Canada
$6.29M +$4.88M +16,684 +344%
NSAM
440
North Star Asset Management
Wisconsin
$6.28M +$247K +846 +4%
Acadian Asset Management
441
Acadian Asset Management
Massachusetts
$6.26M -$26.5M -90,841 -81%
SG Americas Securities
442
SG Americas Securities
New York
$6.23M -$4.89M -16,733 -44%
MCM
443
Maple Capital Management
Vermont
$6.16M +$1.27M +4,352 +26%
TFA
444
Teamwork Financial Advisors
Texas
$6.09M +$70.2K +240 +1%
PP
445
Prudential plc
United Kingdom
$6.09M -$309K -1,057 -5%
GAM
446
Gotham Asset Management
New York
$6.07M +$1.63M +5,562 +37%
OC
447
Optimas Capital
Hong Kong
$6.07M +$6.07M +20,752 New
AAIS
448
ABN AMRO Investment Solutions
$6.04M +$1.76M +6,010 +41%
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$6.01M +$1.5M +5,132 +33%
Baird Financial Group
450
Baird Financial Group
Wisconsin
$5.99M -$1.15M -3,951 -16%
16 17
18
19 20