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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 %
CA
551
Cornerstone Advisors
North Carolina
$3.49M -$1.64M -4,800 -32%
NL
552
NWAM LLC
Washington
$3.49M +$230K +674 +7%
ACA
553
Aptus Capital Advisors
Alabama
$3.48M +$48.6K +142 +1%
AAM
554
Azzad Asset Management
Virginia
$3.45M -$271K -793 -7%
CANY
555
Caxton Associates (New York)
New York
$3.42M +$3.42M +10,000 New
RC
556
Roundview Capital
New Jersey
$3.41M +$8.55K +25 +0.3%
WF
557
Welch & Forbes
Massachusetts
$3.4M -$132K -386 -4%
NSLI
558
Nan Shan Life Insurance
Taiwan
$3.39M -$32M -93,630 -90%
SF
559
Synovus Financial
Georgia
$3.38M -$2.02M -5,908 -37%
KOCAA
560
Knights of Columbus Asset Advisors
Connecticut
$3.37M -$9.23K -27 -0.3%
SSB
561
Sandy Spring Bank
Maryland
$3.33M -$73.5K -215 -2%
FTDI
562
First Trust Direct Indexing
Massachusetts
$3.23M -$43.4K -127 -1%
TRCT
563
Tower Research Capital (TRC)
New York
$3.23M +$1.11M +3,236 +52%
OC
564
Oppenheimer & Co
New York
$3.23M +$732K +2,141 +29%
FCT
565
Family Capital Trust
Massachusetts
$3.21M – – –
QCM
566
Quantinno Capital Management
New York
$3.21M +$1.08M +3,146 +50%
IAA
567
Independent Advisor Alliance
North Carolina
$3.19M +$139K +406 +5%
SSA
568
Schonfeld Strategic Advisors
New York
$3.15M -$316K -924 -9%
V
569
Veritable
Delaware
$3.14M -$6.84K -20 -0.2%
FFA
570
First Foundation Advisors
California
$3.13M +$115K +337 +4%
ACM
571
Alcosta Capital Management
California
$3.13M +$3.13M +9,141 New
AAS
572
Avantax Advisory Services
Texas
$3.12M -$22.2K -65 -0.7%
HCM
573
Highlander Capital Management
New Jersey
$3.1M – – –
MFAM
574
Motley Fool Asset Management
Virginia
$3.08M +$3.08M +9,015 New
BSW
575
Buckingham Strategic Wealth
Missouri
$3.08M -$178K -522 -5%
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