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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
651
Whitener Capital Management
North Carolina
$1.42M +$151K +570 +12%
PAM
652
Premier Asset Management
Illinois
$1.42M -$1.01M -3,814 -42%
VIA
653
Vident Investment Advisory
Georgia
$1.42M -$27.5M -103,703 -95%
CAM
654
Cresset Asset Management
Illinois
$1.42M +$73.3K +334 +5%
SWA
655
Stratos Wealth Advisors
Ohio
$1.4M +$1.4M +5,270 New
AG
656
Algert Global
California
$1.4M +$239K +900 +21%
HCM
657
Hollencrest Capital Management
California
$1.38M +$5.84K +22 +0.4%
BOTW
658
Bank of the West
California
$1.37M +$13.5K +51 +1%
TYCC
659
Texas Yale Capital Corp
Florida
$1.37M +$3.72K +14 +0.3%
PWM
660
Perigon Wealth Management
California
$1.36M -$133K -501 -9%
SFS
661
Stiles Financial Services
Minnesota
$1.34M -$51.2K -193 -4%
RJT
662
Raymond James Trust
Florida
$1.34M +$136K +513 +11%
B
663
Bailard
California
$1.33M +$976K +3,680 +273%
CI
664
Clal Insurance
Israel
$1.33M +$531K +2,000 +67%
RPAM
665
Rhenman & Partners Asset Management
Sweden
$1.33M -$11.9M -45,000 -90%
AA
666
AlphaCentric Advisors
Puerto Rico
$1.33M – – –
AFS
667
Aft Forsyth & Sober
Florida
$1.31M – – –
PFG
668
PAX Financial Group
Texas
$1.31M +$370K +1,394 +40%
BFG
669
Berger Financial Group
Minnesota
$1.31M -$50.4K -190 -4%
AWM
670
Angeles Wealth Management
California
$1.3M +$83.9K +316 +7%
AWM
671
Accurate Wealth Management
Florida
$1.28M +$42.1K +155 +3%
ISWM
672
Independent Solutions Wealth Management
New York
$1.27M +$1.27M +4,799 New
FNBT
673
FineMark National Bank & Trust
Florida
$1.27M +$6.63K +25 +0.5%
BTWM
674
Baker Tilly Wealth Management
Wisconsin
$1.26M +$287K +1,080 +29%
TCOV
675
Trust Company of Vermont
Vermont
$1.26M – – –
25 26
27
28 29