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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
626
Sequoia Financial Advisors
Ohio
$1.62M +$819K +3,088 +103%
HSA
627
HBK Sorce Advisory
Pennsylvania
$1.62M +$1.01M +3,809 +167%
CS
628
Comerica Securities
Michigan
$1.6M -$82.8K -312 -5%
AI
629
AXS Investments
New York
$1.59M -$322K -1,215 -17%
TCA
630
Trifecta Capital Advisors
Illinois
$1.58M +$1.58M +5,953 New
VC
631
Vestor Capital
Illinois
$1.57M +$1.43M +5,403 +1,049%
PF
632
Phoenix Financial
Israel
$1.56M +$31.6K +119 +2%
SC
633
Sepio Capital
Utah
$1.56M -$213K -803 -12%
SW
634
SteelPeak Wealth
California
$1.56M -$298K -1,124 -16%
WJWM
635
Williams Jones Wealth Management
New York
$1.55M -$1.59K -6 -0.1%
FHA
636
First Horizon Advisors
Tennessee
$1.55M +$19.9K +75 +1%
AA
637
Altman Advisors
Illinois
$1.54M -$107K -411 -6%
PIM
638
Perpetual Investment Management
Australia
$1.54M – – –
HM
639
HealthCor Management
New York
$1.53M +$1.53M +5,750 New
UB
640
UMB Bank
Missouri
$1.51M -$158K -596 -9%
SWM
641
Spire Wealth Management
Virginia
$1.49M -$101K -381 -6%
RMCM
642
Reynders McVeigh Capital Management
Massachusetts
$1.48M -$20.2K -76 -1%
LFDLE
643
La Financiere de L'Echiquier
France
$1.47M -$196K -739 -12%
RAM
644
Redmond Asset Management
Virginia
$1.47M +$8.49K +32 +0.6%
VF
645
Virtu Financial
New York
$1.46M +$1.46M +5,497 New
AW
646
Alaethes Wealth
Nevada
$1.46M +$9.29K +35 +0.6%
AG
647
AIA Group
Hong Kong
$1.45M -$428K -1,612 -23%
MAS
648
Meeder Advisory Services
Ohio
$1.44M +$1.44M +5,413 New
EHC
649
Everett Harris & Co
California
$1.43M -$2.23M -8,400 -61%
VFA
650
Valeo Financial Advisors
Indiana
$1.43M +$26.5K +100 +2%
24 25
26
27 28