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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
PHP
476
Parkman Healthcare Partners
Connecticut
$2.81M +$2.81M +15,000 New
MAM
477
Morse Asset Management
Connecticut
$2.81M -$16.9K -90 -0.6%
BST
478
Bath Savings Trust
Maine
$2.8M – – –
TF
479
Tompkins Financial
New York
$2.8M +$17.2K +92 +0.6%
CIBC World Market
480
CIBC World Market
Ontario, Canada
$2.73M +$150K +801 +6%
TWC
481
TD Waterhouse Canada
Ontario, Canada
$2.7M +$91.3K +464 +3%
GI
482
GAMCO Investors
Connecticut
$2.7M +$795K +4,243 +42%
PHM
483
Prospect Hill Management
New Jersey
$2.69M – – –
CCP
484
Corient Capital Partners
California
$2.66M +$191K +953 +8%
CCM
485
CAAS Capital Management
New York
$2.64M +$2.64M +14,105 New
ACA
486
Aptus Capital Advisors
Alabama
$2.61M -$362K -1,931 -12%
USAA
487
United Services Automobile Association
Texas
$2.61M +$158K +843 +6%
EHC
488
Everett Harris & Co
California
$2.59M – – –
RC
489
RegentAtlantic Capital
New Jersey
$2.58M +$429K +2,290 +20%
SCA
490
Snowden Capital Advisors
New York
$2.58M -$290K -1,548 -10%
BIAS
491
Beacon Investment Advisory Services
New Jersey
$2.54M +$1.34M +7,126 +111%
BIP
492
Bouvel Investment Partners
Pennsylvania
$2.49M +$65K +347 +3%
NMIMC
493
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M -$203K -1,084 -8%
SEC
494
Seven Eight Capital
New York
$2.47M +$1.86M +9,942 +306%
CI Investments Inc
495
CI Investments Inc
Ontario, Canada
$2.46M +$65.8K +351 +3%
OCM
496
Orion Capital Management
California
$2.46M – – –
SWP
497
Stratos Wealth Partners
Ohio
$2.46M -$104K -553 -4%
NIMI
498
Natixis Investment Managers International
France
$2.43M -$40.3M -215,131 -94%
1SB
499
1ST Source Bank
Indiana
$2.41M -$87.7K -468 -4%
BG
500
Bahl & Gaynor
Ohio
$2.41M -$27.2K -145 -1%
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