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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 %
BRWA
626
B. Riley Wealth Advisors
Florida
$2.33M -$55.4K -162 -2%
GITFIT
627
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.33M -$274K -800 -11%
LWAM
628
Legacy Wealth Asset Management
Minnesota
$2.31M -$101K -294 -4%
KCM
629
Kornitzer Capital Management
Kansas
$2.31M -$265K -775 -10%
MYLI
630
Meiji Yasuda Life Insurance
Japan
$2.31M -$1.71K -5 -0.1%
TCA
631
Trifecta Capital Advisors
Illinois
$2.3M +$238K +695 +12%
CA
632
Cetera Advisors
Colorado
$2.3M +$811K +2,371 +55%
CM
633
Churchill Management
California
$2.29M +$2.29M +6,706 New
PA
634
PFG Advisors
Arizona
$2.29M -$208K -608 -8%
AF
635
Allworth Financial
California
$2.27M -$53.3K -156 -2%
RJT
636
Raymond James Trust
Florida
$2.27M +$134K +393 +6%
DT
637
Diversified Trust
Tennessee
$2.26M -$32.5K -95 -1%
Twin Tree Management
638
Twin Tree Management
Texas
$2.26M -$7.33M -21,441 -76%
ONB
639
Old National Bancorp
Indiana
$2.25M -$308K -902 -12%
HCA
640
Harbor Capital Advisors
Illinois
$2.25M -$62.2K -182 -3%
SPIA
641
Steward Partners Investment Advisory
New York
$2.25M +$67.7K +198 +3%
WCM
642
Wisconsin Capital Management
Wisconsin
$2.25M – – –
CUAMC
643
China Universal Asset Management Company
China
$2.22M +$1.2M +3,501 +117%
Credit Agricole
644
Credit Agricole
France
$2.21M +$2.21M +6,457 New
JWBC
645
J.W. Burns & Co
New York
$2.2M +$18.5K +54 +0.8%
TFS
646
Thoroughbred Financial Services
Tennessee
$2.18M +$129K +378 +6%
IAS
647
IMA Advisory Services
Colorado
$2.14M +$20.5K +60 +1%
VC
648
Vestor Capital
Illinois
$2.14M +$88.5K +259 +4%
SFA
649
Sequoia Financial Advisors
Ohio
$2.13M +$142K +416 +7%
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$2.13M +$45.5K +133 +2%
24 25
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