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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
$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
Marshall Wace
United Kingdom
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
501
Trinity Legacy Partners
Texas
$4.34M -$213K -728 -5%
FLII
502
First Long Island Investors
New York
$4.3M – – –
MAM
503
Marketfield Asset Management
New York
$4.27M – – –
MYAM
504
Meiji Yasuda Asset Management
Japan
$4.27M +$480K +1,643 +13%
CIP
505
Capital Insight Partners
Arizona
$4.26M +$426K +1,456 +11%
MLICM
506
Metropolitan Life Insurance Company (MetLife)
New York
$4.25M -$214K -733 -5%
GI
507
GAMCO Investors
Connecticut
$4.24M -$99.7K -341 -2%
API
508
Advisor Partners II
California
$4.24M +$97K +332 +2%
BCV
509
Banque Cantonale Vaudoise
Switzerland
$4.21M +$234K +802 +6%
BST
510
Bath Savings Trust
Maine
$4.21M -$97K -332 -2%
PHM
511
Prospect Hill Management
New Jersey
$4.19M – – –
QIM
512
Quantitative Investment Management
Virginia
$4.12M +$4.12M +14,106 New
CA
513
Cornerstone Advisors
North Carolina
$4M +$1.02M +3,500 +34%
BIP
514
Bouvel Investment Partners
Pennsylvania
$4M +$47.3K +162 +1%
PAS
515
Park Avenue Securities
New York
$3.99M -$130K -446 -3%
CWP
516
Cyndeo Wealth Partners
Florida
$3.99M +$390K +1,333 +11%
AWS
517
Atria Wealth Solutions
New York
$3.9M -$93.5K -320 -2%
CC
518
Cornerstone Capital
California
$3.86M – – –
RBA
519
Richard Bernstein Advisors
New York
$3.8M – – –
TI
520
Tidal Investments
Wisconsin
$3.78M -$937K -3,206 -20%
NRS
521
Neville Rodie & Shaw
New York
$3.78M +$1.49M +5,084 +65%
WS
522
Wedbush Securities
California
$3.78M +$371K +1,268 +11%
KAS
523
Kestra Advisory Services
Texas
$3.77M +$165K +563 +5%
OAC
524
OMERS Administration Corp
Ontario, Canada
$3.77M +$3.77M +12,892 New
HFS
525
Hantz Financial Services
Michigan
$3.76M +$128K +439 +4%
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