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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 %
BPA
576
Beacon Pointe Advisors
California
$1.49M +$11.3K +60 +0.8%
DACS
577
Dymon Asia Capital (Singapore)
Singapore
$1.49M +$156K +833 +12%
QIM
578
Quantitative Investment Management
Virginia
$1.47M -$641K -3,423 -30%
WDA
579
Wendell David Associates
New Hampshire
$1.46M – – –
BWP
580
Balboa Wealth Partners
Arizona
$1.46M +$1.46M +7,801 New
MLL
581
Moody Lynn & Lieberson
Massachusetts
$1.46M -$899K -4,798 -38%
RIM
582
Redpoint Investment Management
Australia
$1.46M -$220K -1,176 -13%
ECM
583
Everence Capital Management
Indiana
$1.46M – – –
IAA
584
Independent Advisor Alliance
North Carolina
$1.45M -$50.6K -270 -3%
NA
585
NewEdge Advisors
Louisiana
$1.44M -$398K -2,124 -22%
AWM
586
Apollon Wealth Management
South Carolina
$1.42M +$89K +475 +7%
LWAM
587
Legacy Wealth Asset Management
Minnesota
$1.4M +$509K +2,717 +57%
OIA
588
OneDigital Investment Advisors
Kansas
$1.39M +$1.39M +7,424 New
IAS
589
IMA Advisory Services
Colorado
$1.38M -$491K -2,620 -26%
DY
590
Dowling & Yahnke
California
$1.37M +$61.5K +328 +5%
SAM
591
Simplify Asset Management
Nevada
$1.36M +$546K +2,912 +67%
DAM
592
Derbend Asset Management
Georgia
$1.36M +$1.87K +10 +0.1%
AI
593
AXS Investments
New York
$1.35M +$126K +675 +10%
FRA
594
Front Row Advisors
California
$1.34M -$13.7K -73 -1%
TNAM
595
Terra Nova Asset Management
New York
$1.34M +$33K +176 +3%
RFN
596
RDA Financial Network
Iowa
$1.34M +$79.3K +423 +6%
IB
597
Intrust Bank
Kansas
$1.34M +$27.2K +145 +2%
AG
598
AIA Group
Hong Kong
$1.33M -$66.2K -353 -5%
HFS
599
Hantz Financial Services
Michigan
$1.33M -$9.56M -50,996 -88%
SW
600
SteelPeak Wealth
California
$1.31M -$4.89M -26,074 -79%
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