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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 %
SSB
526
Sandy Spring Bank
Maryland
$2.01M +$73.1K +390 +4%
AAS
527
Avantax Advisory Services
Texas
$1.97M +$21.4K +114 +1%
MYAM
528
Meiji Yasuda Asset Management
Japan
$1.97M -$143K -765 -7%
TFS
529
Thoroughbred Financial Services
Tennessee
$1.96M -$185K -990 -9%
WF
530
Welch & Forbes
Massachusetts
$1.96M +$10.7K +57 +0.5%
TI
531
Tidal Investments
Wisconsin
$1.95M +$96.3K +514 +5%
AFC
532
AFT Forsyth & Company
Florida
$1.95M -$30K -160 -2%
FHB
533
First Hawaiian Bank
Hawaii
$1.95M -$70.6K -377 -4%
CG
534
Carmignac Gestion
France
$1.89M +$593K +3,152 +46%
KFP
535
KMG Fiduciary Partners
Ohio
$1.88M +$760K +4,054 +68%
PAM
536
Panagora Asset Management
Massachusetts
$1.86M – – –
BSW
537
Buckingham Strategic Wealth
Missouri
$1.86M +$18.6K +99 +1%
SV
538
Sturgeon Ventures
United Kingdom
$1.86M -$367K -1,959 -17%
OAM
539
Oak Asset Management
California
$1.81M +$1.81M +9,643 New
JIP
540
Jaffetilchin Investment Partners
Florida
$1.81M -$112K -600 -6%
KCM
541
Kornitzer Capital Management
Kansas
$1.79M – – –
CAN
542
Cetera Advisor Networks
California
$1.78M -$216K -1,154 -11%
RC
543
Roundview Capital
New Jersey
$1.78M +$14.2K +76 +0.8%
WT
544
Whittier Trust
California
$1.76M +$97.9K +522 +6%
FFA
545
First Foundation Advisors
California
$1.75M -$424K -2,263 -20%
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$1.75M -$5.19M -27,688 -75%
CCM
547
Canal Capital Management
Virginia
$1.75M +$148K +790 +9%
SI
548
Stephens Inc
Arkansas
$1.74M -$2.84M -15,141 -62%
FTDI
549
First Trust Direct Indexing
Massachusetts
$1.74M +$90.2K +481 +5%
FBT
550
First Bank & Trust
South Dakota
$1.74M +$144K +767 +9%
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