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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
526
Sumitomo Life Insurance
Japan
$2.84M -$47.8K -180 -2%
MGP
527
Metis Global Partners
California
$2.83M +$1.13M +4,261 +67%
WF
528
Welch & Forbes
Massachusetts
$2.82M +$48.8K +184 +2%
FBT
529
First Bank & Trust
South Dakota
$2.81M +$344K +1,295 +14%
QCM
530
Quantinno Capital Management
New York
$2.78M +$1.41M +5,307 +103%
KFP
531
KMG Fiduciary Partners
Ohio
$2.77M +$108K +408 +4%
AAF
532
Andra AP-fonden
Sweden
$2.76M -$610K -2,300 -18%
TAF
533
Tredje AP-fonden
Sweden
$2.72M -$2.52M -9,495 -48%
SSB
534
Sandy Spring Bank
Maryland
$2.71M -$131K -493 -5%
ACM
535
Alcosta Capital Management
California
$2.67M +$2.67M +10,049 New
PVI
536
Pura Vida Investments
New York
$2.65M -$2.58M -9,732 -49%
CGA
537
Compound Global Advisors
Washington
$2.65M +$2.65M +10,000 New
AAS
538
Avantax Advisory Services
Texas
$2.65M -$140K -527 -5%
AAM
539
Azzad Asset Management
Virginia
$2.64M -$243K -915 -8%
NW
540
NewEdge Wealth
Pennsylvania
$2.59M +$1.85M +6,973 +249%
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$2.58M +$107K +403 +4%
ZB
542
Zions Bancorporation
Utah
$2.56M +$104K +393 +4%
FTDI
543
First Trust Direct Indexing
Massachusetts
$2.56M +$98.4K +371 +4%
SCM
544
Soleus Capital Management
Connecticut
$2.55M -$6.69M -25,200 -72%
CUAMC
545
China Universal Asset Management Company
China
$2.55M +$2.3M +8,676 +944%
BSW
546
Buckingham Strategic Wealth
Missouri
$2.53M -$105K -394 -4%
RC
547
Roundview Capital
New Jersey
$2.51M – – –
LTAS
548
Linden Thomas Advisory Services
North Carolina
$2.51M +$2.51M +9,441 New
AFC
549
AFT Forsyth & Company
Florida
$2.5M -$259K -975 -9%
AWM
550
AE Wealth Management
Kansas
$2.5M -$4.26M -16,043 -63%
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