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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 %
V
551
Veritable
Delaware
$1.74M -$253K -1,348 -13%
ZB
552
Zions Bancorporation
Utah
$1.74M -$16.9K -90 -1%
LWCFA
553
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.73M +$15K +80 +0.9%
AWM
554
Accurate Wealth Management
Florida
$1.72M -$40.4K -107 -2%
PAM
555
Premier Asset Management
Illinois
$1.72M -$520K -2,772 -23%
MFAM
556
Motley Fool Asset Management
Virginia
$1.71M -$12K -64 -0.7%
EP
557
Eversept Partners
New York
$1.71M +$100K +534 +6%
HCM
558
Highlander Capital Management
New Jersey
$1.7M – – –
HBT
559
Hills Bank & Trust
Iowa
$1.69M – – –
API
560
Advisor Partners II
California
$1.69M +$1.69M +9,024 New
AMCA
561
Arthur M. Cohen & Associates
Illinois
$1.69M +$207K +1,105 +14%
CLOS
562
Compagnie Lombard Odier SCmA
Switzerland
$1.62M +$1.04M +5,547 +178%
EF
563
Empirical Finance
Pennsylvania
$1.62M +$272K +1,453 +20%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$1.61M -$23.4K -125 -1%
CK
565
Cohen Klingenstein
New York
$1.59M – – –
VI
566
Vestcor Inc
New Brunswick, Canada
$1.59M +$24.2K +129 +2%
BRWA
567
B. Riley Wealth Advisors
Florida
$1.57M +$140K +749 +10%
ONB
568
Old National Bancorp
Indiana
$1.55M -$273K -1,458 -15%
MNBTD
569
Moody National Bank Trust Division
Texas
$1.54M -$28.7K -153 -2%
ETC
570
Exchange Traded Concepts
Oklahoma
$1.54M -$693K -3,698 -31%
WTC
571
WhitTier Trust Company
Nevada
$1.53M -$23.4K -125 -2%
Cerity Partners
572
Cerity Partners
New York
$1.53M +$307K +1,638 +25%
CF
573
Centaurus Financial
California
$1.49M +$33.4K +178 +2%
KOCAA
574
Knights of Columbus Asset Advisors
Connecticut
$1.49M +$134K +717 +10%
HA
575
Herold Advisors
New York
$1.49M – – –
21 22
23
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