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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
626
Cresset Asset Management
Illinois
$1.15M +$364K +1,939 +46%
SPIA
627
Steward Partners Investment Advisory
New York
$1.15M -$632K -3,371 -36%
Luther King Capital Management (LKCM)
628
Luther King Capital Management (LKCM)
Texas
$1.14M -$117K -625 -9%
SYBT
629
Stock Yards Bank & Trust
Kentucky
$1.12M +$6.56K +35 +0.6%
SWM
630
Spire Wealth Management
Virginia
$1.12M -$333K -1,777 -23%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$1.12M +$149K +792 +15%
AA
632
ALPS Advisors
Colorado
$1.11M -$111K -591 -9%
WJWM
633
Williams Jones Wealth Management
New York
$1.1M +$14.1K +75 +1%
GP
634
Girard Partners
Pennsylvania
$1.1M +$1.1M +5,852 New
GITFIT
635
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.09M -$75K -400 -6%
PF
636
Phoenix Financial
Israel
$1.09M +$119K +631 +12%
PIM
637
Perpetual Investment Management
Australia
$1.09M +$1.09M +5,800 New
FHA
638
First Horizon Advisors
Tennessee
$1.08M +$16.8K +90 +2%
BC
639
Bartlett & Co
Ohio
$1.08M – – –
BCWM
640
Bartlett & Co Wealth Management
Ohio
$1.08M – – –
MAM
641
Meeder Asset Management
Ohio
$1.07M +$243K +1,298 +29%
TMAM
642
Tokio Marine Asset Management
Japan
$1.07M +$120K +641 +13%
PWM
643
Perigon Wealth Management
California
$1.06M +$191K +1,019 +22%
RMCM
644
Reynders McVeigh Capital Management
Massachusetts
$1.06M -$19.9K -106 -2%
ECM
645
Element Capital Management
New York
$1.06M – – –
S
646
SignatureFD
Georgia
$1.05M +$63.4K +338 +6%
RAM
647
Redmond Asset Management
Virginia
$1.03M -$27.2K -145 -3%
AW
648
Alaethes Wealth
Nevada
$1.02M +$48.2K +257 +5%
CWM
649
CIBC World Markets
New York
$1.02M -$7.43M -39,643 -88%
DTL
650
Dynamic Technology Lab
Singapore
$1M +$1M +5,336 New
24 25
26
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