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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 %
FBT
626
First Bank & Trust
South Dakota
$2.44M -$26K -89 -1%
DWP
627
Daymark Wealth Partners
Ohio
$2.44M +$23.1K +79 +1%
AWM
628
Apollon Wealth Management
South Carolina
$2.42M +$158K +542 +7%
PI
629
PEAK6 Investments
Illinois
$2.41M +$2.41M +8,242 +412,100%
SWS
630
SYSTM Wealth Solutions
Illinois
$2.41M +$217K +743 +10%
SI
631
Stephens Inc
Arkansas
$2.4M -$92.4K -316 -4%
ITFISA
632
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.38M -$234K -800 -9%
MAM
633
Martingale Asset Management
Massachusetts
$2.38M +$1.66M +5,692 +232%
AIMCA
634
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.37M – – –
FRA
635
Front Row Advisors
California
$2.34M +$83.6K +286 +4%
HA
636
Herold Advisors
New York
$2.32M – – –
TCA
637
Trifecta Capital Advisors
Illinois
$2.32M +$358K +1,225 +18%
SPIA
638
Steward Partners Investment Advisory
New York
$2.29M +$364K +1,245 +19%
CCM
639
Coldstream Capital Management
Washington
$2.27M +$115K +393 +5%
TMAM
640
Tokio Marine Asset Management
Japan
$2.27M +$192K +658 +9%
PWM
641
Pinnacle Wealth Management
California
$2.27M +$749K +2,563 +49%
OAM
642
Ostrum Asset Management
France
$2.26M +$1.11M +3,792 +96%
LNC
643
Lincoln National Corp
Pennsylvania
$2.25M +$196K +671 +10%
TFS
644
Thoroughbred Financial Services
Tennessee
$2.25M +$385K +1,317 +21%
NA
645
NewEdge Advisors
Louisiana
$2.24M +$1.03M +3,509 +84%
AAM
646
Advisors Asset Management
Colorado
$2.24M +$59.9K +205 +3%
WDA
647
Wendell David Associates
New Hampshire
$2.21M -$65.8K -225 -3%
VI
648
Vestcor Inc
New Brunswick, Canada
$2.21M -$133K -456 -6%
BIM
649
Baldwin Investment Management
Pennsylvania
$2.19M +$192K +657 +10%
BRWA
650
B. Riley Wealth Advisors
Florida
$2.18M +$193K +659 +10%
24 25
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