ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
476
GAMCO Investors
Connecticut
$3.85M +$30K +113 +0.8%
PGFC
477
Peapack-Gladstone Financial Corp
New Jersey
$3.83M -$515K -1,942 -12%
PHM
478
Prospect Hill Management
New Jersey
$3.8M – – –
LP
479
LMR Partners
United Kingdom
$3.79M +$2.51M +9,451 +196%
CC
480
Cornerstone Capital
California
$3.76M +$627K +2,364 +20%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$3.74M +$1.46M +5,496 +64%
1WCM
482
12 West Capital Management
New York
$3.71M +$3.71M +14,000 New
SCA
483
Snowden Capital Advisors
New York
$3.69M +$42.2K +159 +1%
FHB
484
First Hawaiian Bank
Hawaii
$3.66M +$905K +3,409 +33%
PRC
485
Pearl River Capital
Michigan
$3.64M +$333K +1,256 +10%
PAS
486
Park Avenue Securities
New York
$3.57M +$186K +701 +5%
GAM
487
Gotham Asset Management
New York
$3.54M +$408K +1,538 +13%
IA
488
IFP Advisors
Florida
$3.52M -$451K -836 -11%
USAA
489
United Services Automobile Association
Texas
$3.51M -$192K -724 -5%
BIAS
490
Beacon Investment Advisory Services
New Jersey
$3.51M -$83.1K -313 -2%
BIP
491
Bouvel Investment Partners
Pennsylvania
$3.48M -$40.9K -154 -1%
SWP
492
Stratos Wealth Partners
Ohio
$3.47M -$2.39K -9 -0.1%
NIMI
493
Natixis Investment Managers International
France
$3.45M – – –
API
494
Advisor Partners II
California
$3.44M +$1.05M +3,944 +44%
OCM
495
Orion Capital Management
California
$3.41M -$66.3K -250 -2%
KRSITF
496
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.4M – – –
1SB
497
1ST Source Bank
Indiana
$3.37M -$37.7K -142 -1%
PMEF
498
Point72 Middle East FZE
United Arab Emirates
$3.36M +$3.36M +12,670 New
TIA
499
Tandem Investment Advisors
South Carolina
$3.36M +$105K +394 +3%
EWM
500
Elite Wealth Management
Washington
$3.32M -$51.7K -195 -2%
18 19
20
21 22