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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 %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.76M +$81.3K +278 +2%
WG
527
Winton Group
United Kingdom
$3.75M +$3.24M +11,075 +627%
CGIM
528
Capital Group Investment Management
Singapore
$3.75M – – –
QCM
529
Quantinno Capital Management
New York
$3.74M +$1M +3,424 +37%
TIA
530
Tandem Investment Advisors
South Carolina
$3.74M +$86.8K +297 +2%
OA
531
Oak Associates
Ohio
$3.71M -$117K -400 -3%
PCOC
532
Power Corp of Canada
Canada
$3.69M – – –
PGFC
533
Peapack-Gladstone Financial Corp
New Jersey
$3.63M +$5.26K +18 +0.1%
TW
534
Transform Wealth
Colorado
$3.6M -$3.46M -11,825 -49%
OC
535
Oppenheimer & Co
New York
$3.6M +$840K +2,873 +30%
EWM
536
Elevatus Welath Management
New York
$3.58M +$3.58M +12,264 New
DADC
537
D.A. Davidson & Co
Montana
$3.57M +$269K +920 +8%
EF
538
Empirical Finance
Pennsylvania
$3.57M +$337K +1,154 +10%
FHB
539
First Hawaiian Bank
Hawaii
$3.55M -$395K -1,353 -10%
Parallax Volatility Advisers
540
Parallax Volatility Advisers
California
$3.53M +$1.92M +6,573 +119%
FCBT
541
First Citizens Bank & Trust
North Carolina
$3.52M +$2.95M +10,087 +514%
CAM
542
Covenant Asset Management
New Jersey
$3.5M -$2.34K -8 -0.1%
LT
543
Legacy Trust
Michigan
$3.49M +$145K +495 +4%
1SB
544
1ST Source Bank
Indiana
$3.48M -$73.7K -252 -2%
NIMI
545
Natixis Investment Managers International
France
$3.44M -$101K -344 -3%
PIA
546
Petredis Investment Advisors
Pennsylvania
$3.43M +$5.26K +18 +0.2%
SS
547
Simplicity Solutions
Minnesota
$3.42M -$1.26M -4,298 -27%
BFG
548
Bleakley Financial Group
New Jersey
$3.42M -$1.08M -3,701 -24%
HF
549
HRT Financial
New York
$3.42M +$2.71M +9,261 +378%
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
$3.32M +$440K +1,507 +15%
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