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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 %
KWM
651
Keebeck Wealth Management
Illinois
$2.12M – – –
TVWM
652
Tower View Wealth Management
Wisconsin
$2.11M -$130K -380 -6%
SAM
653
Simplify Asset Management
Nevada
$2.09M -$1.15M -3,352 -35%
CF
654
Copperwynd Financial
Arizona
$2.09M +$2.09M +6,098 New
MJB
655
Mark J. Bradley
$2.07M +$2.07M +6,065 New
ECU
656
Eisler Capital (UK)
United Kingdom
$2.07M +$2.07M +6,053 New
BSAM
657
Blue Square Asset Management
New York
$2.06M +$1.47M +4,308 +250%
Luther King Capital Management (LKCM)
658
Luther King Capital Management (LKCM)
Texas
$2.05M -$125K -365 -6%
S
659
SignatureFD
Georgia
$2.05M +$159K +465 +8%
CAM
660
Claret Asset Management
Quebec, Canada
$2.04M -$57.8K -169 -3%
UM
661
UniSuper Management
Australia
$2.03M +$2.03M +5,950 New
WJWM
662
Williams Jones Wealth Management
New York
$1.98M -$6.5K -19 -0.3%
USCWA
663
U.S. Capital Wealth Advisors
Texas
$1.98M +$1.1M +3,211 +125%
DAS
664
Dynamic Advisor Solutions
Arizona
$1.97M +$107K +313 +6%
PFS
665
Prospera Financial Services
Texas
$1.96M +$92.7K +271 +5%
MAS
666
Meeder Advisory Services
Ohio
$1.95M +$74.9K +219 +4%
FHA
667
First Horizon Advisors
Tennessee
$1.94M -$31.8K -93 -2%
ECM
668
Everence Capital Management
Indiana
$1.94M – – –
CSS
669
Cubist Systematic Strategies
Connecticut
$1.93M +$1.46M +4,280 +314%
AW
670
Alaethes Wealth
Nevada
$1.93M -$7.52K -22 -0.4%
DWM
671
Dakota Wealth Management
Florida
$1.93M +$755K +2,209 +65%
EF
672
Empowered Funds
Pennsylvania
$1.93M +$304K +889 +19%
EST
673
EA Series Trust
Pennsylvania
$1.93M +$1.93M +5,631 New
EHC
674
Everett Harris & Co
California
$1.91M +$1.71K +5 +0.1%
SYBT
675
Stock Yards Bank & Trust
Kentucky
$1.9M -$369K -1,078 -16%
25 26
27
28 29