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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 %
KRSITF
501
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.4M +$100K +534 +4%
PAS
502
Park Avenue Securities
New York
$2.39M +$390K +2,080 +19%
HPC
503
HM Payson & Co
Maine
$2.38M -$15.2K -81 -0.6%
AAF
504
Andra AP-fonden
Sweden
$2.38M +$1.41M +7,500 +144%
EWM
505
Elite Wealth Management
Washington
$2.38M -$227K -1,212 -9%
WS
506
Wedbush Securities
California
$2.37M -$193K -1,029 -8%
DJYG
507
David J. Yvars Group
Florida
$2.36M +$2.36M +12,600 New
PRC
508
Pearl River Capital
Michigan
$2.34M +$366K +1,954 +19%
SPC
509
Sigma Planning Corp
Michigan
$2.32M -$397K -2,120 -15%
ACM
510
Aquatic Capital Management
Illinois
$2.31M +$2.08M +11,100 +925%
TIA
511
Tandem Investment Advisors
South Carolina
$2.3M +$527K +2,810 +30%
Cetera Investment Advisers
512
Cetera Investment Advisers
Illinois
$2.3M +$39.5K +211 +2%
AAM
513
Azzad Asset Management
Virginia
$2.25M +$199K +960 +10%
IMRF
514
Illinois Municipal Retirement Fund
Illinois
$2.23M – – –
FCT
515
Family Capital Trust
Massachusetts
$2.23M – – –
CC
516
Cornerstone Capital
California
$2.21M +$342K +1,827 +18%
GAM
517
Gotham Asset Management
New York
$2.21M +$1.89M +10,085 +590%
AWS
518
Atria Wealth Solutions
New York
$2.15M +$26.1K +139 +1%
WR
519
WD Rutherford
Oregon
$2.15M -$25.3K -135 -1%
AAM
520
Advisors Asset Management
Colorado
$2.14M -$109K -583 -5%
OC
521
Oppenheimer & Co
New York
$2.13M +$264K +1,411 +14%
PAG
522
Private Advisor Group
New Jersey
$2.12M -$1.16M -6,180 -35%
DADC
523
D.A. Davidson & Co
Montana
$2.11M -$152K -812 -7%
MGWM
524
Marks Group Wealth Management
Minnesota
$2.11M +$70.8K +378 +3%
SLI
525
Sumitomo Life Insurance
Japan
$2.04M -$80.8K -431 -4%
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