ISRG icon

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
+$166M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$679M
2
SGA
Sustainable Growth Advisers
Connecticut
-$437M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$294M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$272M
5
Marshall Wace
Marshall Wace
United Kingdom
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
551
Aptus Capital Advisors
Alabama
$3.3M +$332K +1,135 +11%
PAG
552
Private Advisor Group
New Jersey
$3.27M -$78.9K -270 -2%
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$3.24M +$10.5K +36 +0.3%
BG
554
Bahl & Gaynor
Ohio
$3.24M -$255K -874 -7%
KFP
555
KMG Fiduciary Partners
Ohio
$3.23M +$146K +499 +5%
Kayne Anderson Rudnick Investment Management
556
Kayne Anderson Rudnick Investment Management
California
$3.23M +$51.7K +177 +2%
VIM
557
Vinva Investment Management
Australia
$3.23M +$28.7K +97 +0.9%
Hudson Bay Capital Management
558
Hudson Bay Capital Management
Connecticut
$3.22M +$3.22M +11,000 New
SSB
559
Sandy Spring Bank
Maryland
$3.21M +$361K +1,236 +13%
IMRF
560
Illinois Municipal Retirement Fund
Illinois
$3.21M -$277K -947 -8%
AG
561
AIA Group
Hong Kong
$3.18M +$22.2K +76 +0.7%
BSAM
562
Blue Square Asset Management
New York
$3.17M +$1.41M +4,823 +80%
SCA
563
Snowden Capital Advisors
New York
$3.16M -$916K -3,135 -22%
MGWM
564
Marks Group Wealth Management
Minnesota
$3.16M -$78K -267 -2%
SPC
565
Sigma Planning Corp
Michigan
$3.15M -$297K -1,017 -9%
ZB
566
Zions Bancorporation
Utah
$3.15M +$9.06K +31 +0.3%
SLI
567
Sumitomo Life Insurance
Japan
$3.13M +$79.8K +273 +3%
HPC
568
HM Payson & Co
Maine
$3.12M +$10.5K +36 +0.3%
Walleye Capital
569
Walleye Capital
New York
$3.09M +$3.09M +10,570 New
ERSOT
570
Employees Retirement System of Texas
Texas
$3.09M -$33.9M -116,028 -92%
OCM
571
Orion Capital Management
California
$3.09M -$322K -1,100 -9%
NL
572
NWAM LLC
Washington
$3.04M +$62K +212 +2%
BCI
573
Brinker Capital Investments
Pennsylvania
$3.03M -$6.54M -22,361 -68%
OPS
574
Orion Portfolio Solutions
Nebraska
$3.03M -$6.54M -22,361 -68%
RJT
575
Raymond James Trust
Florida
$3.01M +$1.08M +3,678 +56%
21 22
23
24 25