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 %
ASN
451
Advisory Services Network
Georgia
$5.97M -$309K -1,057 -5%
BS
452
Banco Santander
Spain
$5.79M -$412K -1,408 -7%
MCA
453
Martin Capital Advisors
Texas
$5.75M +$68.1K +233 +1%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$5.74M -$253K -867 -4%
LCM
455
Lattice Capital Management
Washington
$5.73M +$5.73M +19,600 New
IC
456
IEQ Capital
California
$5.68M +$969K +3,314 +21%
ZCM
457
Ziegler Capital Management
Illinois
$5.64M -$364K -1,247 -6%
TSS
458
Two Sigma Securities
New York
$5.63M +$5.29M +18,106 +1,549%
EAM
459
Eagle Asset Management
Florida
$5.62M -$94.4K -323 -2%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$5.59M +$43.6K +140 +0.8%
EAM
461
EFG Asset Management
Oregon
$5.58M -$316K -1,082 -5%
MA
462
Montag & Associates
Georgia
$5.58M -$862K -2,948 -13%
MWM
463
Madison Wealth Management
Ohio
$5.52M -$32.4K -111 -0.6%
VIP
464
Vantage Investment Partners
Missouri
$5.43M – – –
MA
465
McBroom & Associates
Nevada
$5.42M +$266K +909 +5%
PFP
466
Pinnacle Financial Partners
Tennessee
$5.42M +$5.41M +18,516 +123,440%
GLA
467
Great Lakes Advisors
Illinois
$5.42M -$674K -2,306 -11%
BTW
468
Boston Trust Walden
Massachusetts
$5.41M +$54.1K +185 +1%
SIC
469
Sigma Investment Counselors
Michigan
$5.38M +$56.4K +193 +1%
EOJOAM
470
E. Ohman J:or Asset Management
Sweden
$5.37M -$123K -420 -2%
NMERB
471
New Mexico Educational Retirement Board
New Mexico
$5.33M +$351K +1,200 +7%
LA
472
LBP AM
France
$5.32M +$813K +2,780 +18%
DCM
473
Deuterium Capital Management
Florida
$5.26M – – –
CB
474
Commerce Bank
Missouri
$5.13M +$8.18K +28 +0.2%
HTI
475
Hikari Tsushin Inc
Japan
$5.13M -$1.4M -4,778 -21%
17 18
19
20 21