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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 %
HA
601
Herold Advisors
New York
$2.72M – – –
GP
602
Girard Partners
Pennsylvania
$2.71M +$335K +980 +14%
NRS
603
Neville Rodie & Shaw
New York
$2.68M +$2.68M +7,850 New
RA
604
RiverPark Advisors
New York
$2.67M -$789K -2,307 -23%
WDA
605
Wendell David Associates
New Hampshire
$2.67M – – –
AWM
606
Apollon Wealth Management
South Carolina
$2.64M -$35.2K -103 -1%
FRA
607
Front Row Advisors
California
$2.64M +$60.2K +176 +2%
CDH
608
Charles D. Hyman
$2.62M +$2.62M +7,670 New
AP
609
Americana Partners
Texas
$2.59M +$85.5K +250 +3%
SWS
610
SYSTM Wealth Solutions
Illinois
$2.56M +$1.38M +4,030 +116%
IB
611
Intrust Bank
Kansas
$2.55M +$66.7K +195 +3%
AAM
612
Advisors Asset Management
Colorado
$2.55M -$384K -1,123 -13%
CCM
613
Canal Capital Management
Virginia
$2.53M +$7.87K +23 +0.3%
CCM
614
Coldstream Capital Management
Washington
$2.52M -$6.5K -19 -0.3%
BPA
615
Beacon Pointe Advisors
California
$2.51M -$49.6K -145 -2%
PFO
616
Pathstone Family Office
New Jersey
$2.48M +$380K +1,040 +18%
GS
617
GTS Securities
New York
$2.46M +$2.46M +7,197 New
NP
618
Nilsine Partners
Colorado
$2.45M -$62.6K -183 -2%
DAM
619
Derbend Asset Management
Georgia
$2.44M +$27.4K +80 +1%
TMAM
620
Tokio Marine Asset Management
Japan
$2.43M +$91.3K +267 +4%
LCM
621
Legato Capital Management
California
$2.43M – – –
PAM
622
Panagora Asset Management
Massachusetts
$2.43M – – –
LNC
623
Lincoln National Corp
Pennsylvania
$2.41M +$892K +2,609 +59%
SSI
624
Scott & Selber Inc
Texas
$2.37M -$7.18K -21 -0.3%
BIM
625
Baldwin Investment Management
Pennsylvania
$2.34M -$53K -155 -2%
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