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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 %
CC
576
Centiva Capital
New York
$2.11M +$2.11M +7,964 New
HA
577
Herold Advisors
New York
$2.11M – – –
BRWA
578
B. Riley Wealth Advisors
Florida
$2.11M -$120K -451 -5%
RA
579
Rockingstone Advisors
Massachusetts
$2.11M +$2.11M +7,934 New
MCC
580
Money Concepts Capital
Florida
$2.1M +$465K +1,753 +28%
SAM
581
Simplify Asset Management
Nevada
$2.1M +$169K +637 +9%
ONB
582
Old National Bancorp
Indiana
$2.09M -$103K -387 -5%
WDA
583
Wendell David Associates
New Hampshire
$2.07M – – –
MLL
584
Moody Lynn & Lieberson
Massachusetts
$2.07M – – –
BWP
585
Balboa Wealth Partners
Arizona
$2.02M -$46.2K -174 -2%
RFN
586
RDA Financial Network
Iowa
$2.02M +$131K +492 +7%
IB
587
Intrust Bank
Kansas
$2M +$111K +419 +6%
KCM
588
Kornitzer Capital Management
Kansas
$2M -$531K -2,000 -21%
Simplex Trading
589
Simplex Trading
Illinois
$1.99M -$9.22M -34,740 -82%
DT
590
Diversified Trust
Tennessee
$1.96M +$712K +2,683 +57%
CCM
591
Coldstream Capital Management
Washington
$1.95M +$1.95M +7,335 New
PA
592
PFG Advisors
Arizona
$1.92M +$259K +975 +16%
DAM
593
Derbend Asset Management
Georgia
$1.92M -$3.18K -12 -0.2%
OC
594
Oppenheimer & Co
New York
$1.91M -$1.11M -4,200 -37%
LWAM
595
Legacy Wealth Asset Management
Minnesota
$1.9M -$86.8K -327 -4%
LCM
596
Legato Capital Management
California
$1.88M +$1.88M +7,098 New
Capstone Investment Advisors
597
Capstone Investment Advisors
New York
$1.87M -$3.18M -11,977 -63%
IAS
598
IMA Advisory Services
Colorado
$1.86M -$87.8K -331 -5%
BA
599
Bellwether Advisors
Nebraska
$1.85M +$1.84M +6,918 +11,928%
AF
600
Allworth Financial
California
$1.84M +$135K +510 +8%
22 23
24
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