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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 %
FA
676
FDx Advisors
Illinois
$1.9M +$726K +2,122 +62%
MS
677
Maven Securities
Jersey
$1.9M +$928K +2,715 +96%
RCM
678
Riverpark Capital Management
New York
$1.89M -$302K -882 -14%
Parallax Volatility Advisers
679
Parallax Volatility Advisers
California
$1.89M +$1.86M +5,431 +6,034%
CS
680
Comerica Securities
Michigan
$1.88M -$138K -404 -7%
BWP
681
Balboa Wealth Partners
Arizona
$1.86M -$316K -925 -15%
IP
682
Intellectus Partners
California
$1.85M -$58.1K -170 -3%
VIA
683
Vident Investment Advisory
Georgia
$1.84M +$138K +404 +8%
RAM
684
Redmond Asset Management
Virginia
$1.83M -$29.4K -86 -2%
HSA
685
HBK Sorce Advisory
Pennsylvania
$1.82M -$103K -300 -5%
FMI
686
F/M Investments
District of Columbia
$1.82M +$1.82M +5,336 New
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$1.82M +$62.2K +182 +4%
CPC
688
Cookson Peirce & Co
Pennsylvania
$1.82M +$1.82M +5,316 New
SWA
689
Stratos Wealth Advisors
Ohio
$1.8M -$33.2K -97 -2%
ISWM
690
Independent Solutions Wealth Management
New York
$1.79M +$125K +367 +8%
WCM
691
Whitener Capital Management
North Carolina
$1.79M -$34.2K -100 -2%
FCH
692
Freestone Capital Holdings
Washington
$1.79M +$197K +577 +12%
MWVC
693
Morgens Waterfall Vintiadis & Co
New York
$1.78M -$684K -2,000 -28%
PWM
694
Pinnacle Wealth Management
California
$1.78M +$1.78M +5,199 New
SCA
695
Southern Capital Advisors
Tennessee
$1.77M +$1.77M +5,165 New
CAAS
696
Capital Asset Advisory Services
Michigan
$1.74M +$52.4K +148 +3%
AWM
697
Accurate Wealth Management
Florida
$1.73M +$35K +99 +2%
RMCM
698
Reynders McVeigh Capital Management
Massachusetts
$1.73M +$7.18K +21 +0.4%
PWM
699
Perigon Wealth Management
California
$1.72M +$116K +338 +7%
SC
700
Sepio Capital
Utah
$1.72M -$103K -301 -6%
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