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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 %
IMRF
526
Illinois Municipal Retirement Fund
Illinois
$4.07M – – –
A
527
AustralianSuper
Australia
$4.04M +$4.04M +11,822 New
SPC
528
Sigma Planning Corp
Michigan
$4.03M -$168K -492 -4%
PIA
529
Petredis Investment Advisors
Pennsylvania
$4.01M -$13.7K -40 -0.3%
WS
530
Wedbush Securities
California
$3.99M +$207K +605 +5%
OCM
531
Orion Capital Management
California
$3.99M -$389K -1,139 -9%
HWAM
532
Hennion & Walsh Asset Management
New Jersey
$3.96M -$1.3M -3,790 -25%
LSA
533
L & S Advisors
California
$3.96M -$891K -2,607 -18%
LT
534
Legacy Trust
Michigan
$3.92M +$48.2K +141 +1%
PAG
535
Private Advisor Group
New Jersey
$3.88M -$105K -311 -3%
DADC
536
D.A. Davidson & Co
Montana
$3.86M -$21.2K -62 -0.5%
MGWM
537
Marks Group Wealth Management
Minnesota
$3.79M -$81.4K -238 -2%
WR
538
WD Rutherford
Oregon
$3.78M – – –
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$3.78M +$13K +38 +0.3%
EF
540
Empirical Finance
Pennsylvania
$3.78M +$391K +1,143 +12%
Wolverine Trading
541
Wolverine Trading
Illinois
$3.72M +$3.72M +11,003 New
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$3.72M +$3.63M +10,628 +4,268%
AG
543
AIA Group
Hong Kong
$3.7M +$1.66M +4,858 +82%
HVM
544
Harvest Volatility Management
Connecticut
$3.69M -$612K -1,791 -14%
ZB
545
Zions Bancorporation
Utah
$3.68M -$342K -1,001 -9%
VIM
546
Vinva Investment Management
Australia
$3.65M -$408K -1,206 -10%
HPC
547
HM Payson & Co
Maine
$3.64M +$7.18K +21 +0.2%
KFP
548
KMG Fiduciary Partners
Ohio
$3.61M -$69.1K -202 -2%
SLI
549
Sumitomo Life Insurance
Japan
$3.56M -$72.1K -211 -2%
FT
550
Fiduciary Trust
Massachusetts
$3.52M -$7.43M -21,740 -68%
20 21
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