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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 %
IB
651
Intrust Bank
Kansas
$2.17M -$5.55K -19 -0.3%
SAM
652
Simplify Asset Management
Nevada
$2.17M +$382K +1,308 +21%
HCM
653
Hodges Capital Management
Texas
$2.16M +$78.9K +270 +4%
SA
654
Strategic Advocates
Utah
$2.13M +$2.13M +7,302 New
NP
655
Nilsine Partners
Colorado
$2.12M +$31.3K +107 +1%
JWBC
656
J.W. Burns & Co
New York
$2.12M +$237K +810 +13%
RP
657
Regal Partners
Australia
$2.1M -$2.22M -7,600 -51%
LCM
658
Legato Capital Management
California
$2.07M – – –
PAM
659
Panagora Asset Management
Massachusetts
$2.07M +$1.17K +4 +0.1%
CCM
660
Canal Capital Management
Virginia
$2.07M -$95.6K -327 -4%
WCM
661
Wisconsin Capital Management
Wisconsin
$2.05M +$134K +457 +7%
AF
662
Allworth Financial
California
$2.05M +$107K +367 +6%
RA
663
RiverPark Advisors
New York
$2.02M -$258K -882 -11%
SSI
664
Scott & Selber Inc
Texas
$2.02M -$4.97K -17 -0.2%
DAM
665
Derbend Asset Management
Georgia
$1.99M -$92.1K -315 -4%
DT
666
Diversified Trust
Tennessee
$1.99M +$55.2K +189 +3%
KCM
667
Kornitzer Capital Management
Kansas
$1.99M +$15.2K +52 +0.8%
BCM
668
Brookstone Capital Management
Illinois
$1.98M +$1.46M +5,337 +278%
FCH
669
Freestone Capital Holdings
Washington
$1.98M +$452K +1,545 +30%
MYLI
670
Meiji Yasuda Life Insurance
Japan
$1.97M – – –
PA
671
PFG Advisors
Arizona
$1.94M -$13.7K -47 -0.7%
HCA
672
Harbor Capital Advisors
Illinois
$1.94M +$16.7K +57 +0.9%
DC
673
Diametric Capital
Massachusetts
$1.9M +$595K +2,035 +45%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$1.89M +$77.7K +266 +4%
LWAM
675
Legacy Wealth Asset Management
Minnesota
$1.89M -$82.1K -281 -4%
25 26
27
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