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Intuitive Surgical
ISRG

Overview Fund Activity

1,546 hedge funds and large institutions have $101B invested in Intuitive Surgical in 2023 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 549 increasing their positions, 554 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
+143
Holders Change %
+10.19%
% of All Funds
24.38%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.93%
New
209
Increased
549
Reduced
554
Closed
56
Calls
$794M
Puts
$726M
Net Calls
+$68.2M
Net Calls Change
-$189M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$494M
2
Barclays
Barclays
United Kingdom
+$305M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$283M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$266M
5
Invesco
Invesco
Georgia
+$257M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
2
Edgewood Management
Edgewood Management
Connecticut
-$399M
3
SGA
Sustainable Growth Advisers
Connecticut
-$274M
4
AIM
Alphinity Investment Management
Australia
-$156M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
501
Atria Wealth Solutions
New York
$4.67M +$376K +1,101 +9%
BCV
502
Banque Cantonale Vaudoise
Switzerland
$4.65M -$17.8K -52 -0.4%
BIP
503
Bouvel Investment Partners
Pennsylvania
$4.62M +$149K +437 +3%
FHB
504
First Hawaiian Bank
Hawaii
$4.61M -$331K -969 -7%
VAS
505
Vestmark Advisory Solutions
Massachusetts
$4.59M +$120K +350 +3%
CC
506
Cornerstone Capital
California
$4.52M -$592K -1,730 -12%
CIP
507
Capital Insight Partners
Arizona
$4.48M +$135K +394 +3%
OA
508
Oak Associates
Ohio
$4.48M -$277K -810 -6%
RBA
509
Richard Bernstein Advisors
New York
$4.44M -$2.34M -6,845 -35%
MYAM
510
Meiji Yasuda Asset Management
Japan
$4.44M -$81K -237 -2%
CGIM
511
Capital Group Investment Management
Singapore
$4.39M +$42.1K +123 +1%
BCM
512
Bayesian Capital Management
New York
$4.35M +$4.35M +12,728 New
PCOC
513
Power Corp of Canada
Canada
$4.31M – – –
KRSITF
514
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.3M +$37.6K +110 +0.9%
TIA
515
Tandem Investment Advisors
South Carolina
$4.27M -$207K -605 -5%
MWM
516
Meridian Wealth Management
Kentucky
$4.26M +$3.55M +10,379 +500%
HFS
517
Hantz Financial Services
Michigan
$4.25M +$69.8K +204 +2%
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$4.24M -$843K -2,465 -17%
KAS
519
Kestra Advisory Services
Texas
$4.22M -$248K -725 -6%
CWP
520
Cyndeo Wealth Partners
Florida
$4.21M -$379K -1,109 -8%
1SB
521
1ST Source Bank
Indiana
$4.15M -$49.2K -144 -1%
NIMI
522
Natixis Investment Managers International
France
$4.15M +$102K +298 +3%
CAM
523
Covenant Asset Management
New Jersey
$4.1M +$3.4M +9,937 +483%
SFFS
524
Stonehage Fleming Financial Services
Jersey
$4.1M -$128K -440 -3%
BG
525
Bahl & Gaynor
Ohio
$4.09M -$58.5K -171 -1%
19 20
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