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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 %
LSA
576
L & S Advisors
California
$2.92M -$459K -1,570 -14%
MLL
577
Moody Lynn & Lieberson
Massachusetts
$2.92M -$2.13M -7,301 -42%
WF
578
Welch & Forbes
Massachusetts
$2.91M +$1.75K +6 +0.1%
RC
579
Roundview Capital
New Jersey
$2.91M – – –
DWM
580
Dakota Wealth Management
Florida
$2.89M +$1.24M +4,240 +75%
TC
581
TownSquare Capital
Utah
$2.88M +$362K +1,237 +14%
BPA
582
Beacon Pointe Advisors
California
$2.87M +$725K +2,480 +34%
MFAM
583
Motley Fool Asset Management
Virginia
$2.86M +$229K +785 +9%
FT
584
Fiduciary Trust
Massachusetts
$2.86M -$148K -505 -5%
A
585
AustralianSuper
Australia
$2.85M -$605K -2,070 -18%
IAA
586
Independent Advisor Alliance
North Carolina
$2.84M +$115K +394 +4%
AP
587
Americana Partners
Texas
$2.81M +$562K +1,893 +25%
MNBTD
588
Moody National Bank Trust Division
Texas
$2.81M +$285K +974 +11%
Squarepoint
589
Squarepoint
New York
$2.79M -$1.56M -5,336 -36%
SFFS
590
Stonehage Fleming Financial Services
Jersey
$2.77M -$1.37M -4,678 -33%
FCT
591
Family Capital Trust
Massachusetts
$2.74M – – –
HWAM
592
Hennion & Walsh Asset Management
New Jersey
$2.74M -$644K -2,202 -19%
FTDI
593
First Trust Direct Indexing
Massachusetts
$2.69M -$68.1K -233 -2%
ACM
594
Alcosta Capital Management
California
$2.68M +$8.48K +29 +0.3%
AFC
595
AFT Forsyth & Company
Florida
$2.68M +$54.1K +185 +2%
AAS
596
Avantax Advisory Services
Texas
$2.66M -$7.31K -25 -0.3%
HCM
597
Highlander Capital Management
New Jersey
$2.65M – – –
BSW
598
Buckingham Strategic Wealth
Missouri
$2.63M -$2.34K -8 -0.1%
WT
599
Whittier Trust
California
$2.62M +$877 +3 +0%
RFN
600
RDA Financial Network
Iowa
$2.62M +$142K +487 +6%
22 23
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