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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 %
AFC
576
AFT Forsyth & Company
Florida
$3.07M -$82.1K -240 -3%
WT
577
Whittier Trust
California
$3.07M -$42.7K -125 -1%
ITFISA
578
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.06M +$1.95M +5,700 +175%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.06M -$133K -390 -4%
JIP
580
Jaffetilchin Investment Partners
Florida
$3.05M -$10.3K -30 -0.3%
PF
581
Phoenix Financial
Israel
$3.04M +$1.15M +3,366 +61%
LTAS
582
Linden Thomas Advisory Services
North Carolina
$3.01M +$135K +396 +5%
BJL
583
Brighton Jones LLC
Washington
$3.01M -$48.9K -143 -2%
OAM
584
Oak Asset Management
California
$3M – – –
AMCA
585
Arthur M. Cohen & Associates
Illinois
$3M +$5.13K +15 +0.2%
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$2.97M -$13.7K -40 -0.5%
MNBTD
587
Moody National Bank Trust Division
Texas
$2.95M +$24.6K +72 +0.8%
TC
588
TownSquare Capital
Utah
$2.94M +$1.11M +3,253 +61%
SI
589
Stephens Inc
Arkansas
$2.91M -$25K -73 -0.9%
HBT
590
Hills Bank & Trust
Iowa
$2.9M -$29.7K -87 -1%
RFN
591
RDA Financial Network
Iowa
$2.89M +$182K +532 +7%
CK
592
Cohen Klingenstein
New York
$2.89M – – –
RA
593
Rockingstone Advisors
Massachusetts
$2.89M +$27.7K +81 +1%
FBT
594
First Bank & Trust
South Dakota
$2.89M -$186K -545 -6%
BWM
595
BNC Wealth Management
Oregon
$2.87M +$2.87M +8,394 New
WTC
596
WhitTier Trust Company
Nevada
$2.86M +$48.2K +141 +2%
DWP
597
Daymark Wealth Partners
Ohio
$2.82M +$728K +2,130 +35%
AIMCA
598
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.77M – – –
VI
599
Vestcor Inc
New Brunswick, Canada
$2.75M -$140K -409 -5%
LFM
600
LGT Fund Management
Liechtenstein
$2.74M – – –
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