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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
+$166M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$679M
2
SGA
Sustainable Growth Advisers
Connecticut
-$437M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$272M
5
Marshall Wace
Marshall Wace
United Kingdom
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
476
BOK Financial
Oklahoma
$5.02M -$39.1K -149 -0.8%
GLAM
477
Gardner Lewis Asset Management
Pennsylvania
$5.01M -$866K -2,963 -15%
IMPI
478
Ilmarinen Mutual Pension Insurance
Finland
$4.97M – – –
OIA
479
OneDigital Investment Advisors
Kansas
$4.9M +$797K +2,728 +19%
MAM
480
Morse Asset Management
Connecticut
$4.89M -$13.4K -46 -0.3%
AAM
481
Azzad Asset Management
Virginia
$4.83M +$1.89M +6,451 +64%
AAF
482
Andra AP-fonden
Sweden
$4.82M -$1.93M -6,600 -29%
MGP
483
Metis Global Partners
California
$4.8M +$692K +2,369 +17%
RAM
484
Robocap Asset Management
United Kingdom
$4.78M +$300K +1,026 +7%
AFA
485
Arlington Financial Advisors
California
$4.74M -$45.6K -156 -1%
PWAG
486
Polaris Wealth Advisory Group
California
$4.69M +$4.34M +14,836 +1,231%
WMSA
487
Weiss Multi-Strategy Advisers
New York
$4.65M -$1.06M -3,638 -19%
ECU
488
Eisler Capital (UK)
United Kingdom
$4.65M +$2.88M +9,850 +163%
NIM
489
NEOS Investment Management
Connecticut
$4.61M +$4.61M +15,775 New
BAAM
490
Baker Avenue Asset Management
California
$4.58M +$3.89M +13,316 +564%
PFO
491
Pathstone Family Office
New Jersey
$4.55M +$2.57M +8,783 +130%
SWP
492
Stratos Wealth Partners
Ohio
$4.54M +$365K +1,248 +9%
M
493
Mirova
France
$4.54M -$269K -922 -6%
TF
494
Tompkins Financial
New York
$4.51M +$106K +363 +2%
SB
495
Simmons Bank
Arkansas
$4.47M +$7.31K +25 +0.2%
WMC
496
Westwood Management Corporation
Illinois
$4.41M – – –
SFI
497
Siemens Fonds Invest
Germany
$4.41M -$455K -1,558 -9%
TI
498
Trexquant Investment
Connecticut
$4.36M -$997K -3,410 -19%
NW
499
NewEdge Wealth
Pennsylvania
$4.35M -$1.03M -3,537 -19%
EWA
500
EP Wealth Advisors
California
$4.35M -$14.7M -50,179 -77%
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