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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 %
O
601
Ossiam
France
$2.61M -$49.3M -168,718 -95%
BJL
602
Brighton Jones LLC
Washington
$2.6M +$23.1K +79 +0.9%
QT
603
Quantbot Technologies
New York
$2.58M +$2.01M +6,874 +351%
AMCA
604
Arthur M. Cohen & Associates
Illinois
$2.58M +$15.8K +54 +0.6%
PF
605
Phoenix Financial
Israel
$2.56M -$42.2K -144 -2%
BWM
606
BNC Wealth Management
Oregon
$2.54M +$87.4K +299 +4%
GS
607
GTS Securities
New York
$2.53M +$428K +1,466 +20%
LP
608
LMR Partners
United Kingdom
$2.51M +$2.51M +8,604 New
GITFIT
609
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.5M +$202K +600 +9%
RA
610
Rockingstone Advisors
Massachusetts
$2.49M +$18.1K +62 +0.7%
HFA
611
Harbert Fund Advisors
Alabama
$2.48M +$2.48M +8,500 New
JIP
612
Jaffetilchin Investment Partners
Florida
$2.48M -$125K -426 -5%
Credit Agricole
613
Credit Agricole
France
$2.48M +$590K +2,020 +31%
HBT
614
Hills Bank & Trust
Iowa
$2.48M – – –
OAM
615
Oak Asset Management
California
$2.47M -$87.7K -300 -3%
CK
616
Cohen Klingenstein
New York
$2.47M – – –
WR
617
WD Rutherford
Oregon
$2.47M -$763K -2,609 -24%
AWM
618
Axxcess Wealth Management
California
$2.47M +$2.08M +7,104 +531%
CM
619
Capula Management
Cayman Islands
$2.47M +$2.47M +8,435 New
LWCFA
620
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.47M -$17.8K -64 -0.7%
CLOS
621
Compagnie Lombard Odier SCmA
Switzerland
$2.45M -$87.7K -300 -3%
WTC
622
WhitTier Trust Company
Nevada
$2.45M – – –
GP
623
Girard Partners
Pennsylvania
$2.44M +$125K +426 +5%
VAS
624
Vestmark Advisory Solutions
Massachusetts
$2.44M -$1.48M -5,080 -38%
TLP
625
Tri Locum Partners
New York
$2.44M +$2.44M +8,353 New
23 24
25
26 27