ISRG icon

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
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
676
CreativeOne Wealth
Kansas
$1.26M -$19.6K -74 -2%
FCH
677
Freestone Capital Holdings
Washington
$1.24M +$19.4K +73 +2%
CAAS
678
Capital Asset Advisory Services
Michigan
$1.23M +$191K +710 +18%
CCM
679
Conway Capital Management
California
$1.23M +$161K +605 +15%
WI
680
Wahed Invest
New York
$1.21M +$128K +481 +12%
AIM
681
Alhambra Investment Management
Florida
$1.19M – – –
LNC
682
Lincoln National Corp
Pennsylvania
$1.19M -$22.8K -86 -2%
MAM
683
Meeder Asset Management
Ohio
$1.18M -$334K -1,260 -22%
EFM
684
E Fund Management
China
$1.18M -$122K -458 -9%
MHS
685
M Holdings Securities
Oregon
$1.16M -$93.1K -351 -7%
CI
686
Cigna Investments
Connecticut
$1.16M -$13K -49 -1%
SIA
687
Schechter Investment Advisors
Michigan
$1.15M +$55.2K +208 +5%
CA
688
Cetera Advisors
Colorado
$1.15M +$520K +1,959 +82%
CB
689
Centennial Bank
Arkansas
$1.15M +$1.15M +4,332 New
HCM
690
Howland Capital Management
Massachusetts
$1.15M -$106K -400 -8%
Man Group
691
Man Group
United Kingdom
$1.15M -$6.38M -24,029 -85%
MCM
692
MAI Capital Management
Ohio
$1.14M +$249K +940 +28%
PCM
693
Prelude Capital Management
New York
$1.14M +$1.14M +4,303 New
GD
694
Grandfield & Dodd
New York
$1.13M -$13.3K -50 -1%
WF
695
WoodTrust Financial
Wisconsin
$1.13M -$214K -805 -16%
WH
696
Willner & Heller
California
$1.11M +$7.16K +27 +0.6%
AA
697
ALPS Advisors
Colorado
$1.11M -$458K -1,727 -29%
RWB
698
RMR Wealth Builders
New Jersey
$1.11M +$24.4K +92 +2%
CNC
699
Canandaigua National Corp
New York
$1.11M -$6.11K -23 -0.5%
DA
700
Doliver Advisors
Texas
$1.1M -$7.7K -29 -0.7%
26 27
28
29 30