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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 %
EF
551
Empirical Finance
Pennsylvania
$2.49M +$193K +729 +8%
CCM
552
Canal Capital Management
Virginia
$2.49M +$18.3K +69 +0.7%
V
553
Veritable
Delaware
$2.45M -$4.78K -18 -0.2%
LWCFA
554
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.44M – – –
PAM
555
Panagora Asset Management
Massachusetts
$2.42M -$211K -796 -8%
WT
556
Whittier Trust
California
$2.41M -$76.9K -290 -3%
HCM
557
Highlander Capital Management
New Jersey
$2.41M – – –
GCM
558
Graham Capital Management
Connecticut
$2.4M +$1.32M +4,983 +122%
JIP
559
Jaffetilchin Investment Partners
Florida
$2.4M -$156K -587 -6%
AAM
560
Advisors Asset Management
Colorado
$2.37M -$657K -2,477 -22%
FFA
561
First Foundation Advisors
California
$2.37M -$107K -402 -4%
SI
562
Stephens Inc
Arkansas
$2.35M -$115K -432 -5%
CLOS
563
Compagnie Lombard Odier SCmA
Switzerland
$2.35M +$52K +196 +2%
OAM
564
Oak Asset Management
California
$2.34M -$220K -828 -9%
MFAM
565
Motley Fool Asset Management
Virginia
$2.34M -$90K -339 -4%
MNBTD
566
Moody National Bank Trust Division
Texas
$2.29M +$115K +435 +5%
AMCA
567
Arthur M. Cohen & Associates
Illinois
$2.28M -$110K -416 -5%
HBT
568
Hills Bank & Trust
Iowa
$2.27M -$124K -467 -5%
VI
569
Vestcor Inc
New Brunswick, Canada
$2.25M +$4.25K +16 +0.2%
CK
570
Cohen Klingenstein
New York
$2.24M – – –
WTC
571
WhitTier Trust Company
Nevada
$2.18M +$3.18K +12 +0.1%
OC
572
Optimas Capital
Hong Kong
$2.18M -$4.25M -16,003 -66%
BIM
573
Baldwin Investment Management
Pennsylvania
$2.16M -$82.3K -310 -4%
BPA
574
Beacon Pointe Advisors
California
$2.16M +$58.9K +222 +3%
AWM
575
Apollon Wealth Management
South Carolina
$2.15M +$139K +524 +7%
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