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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 %
YIH
676
Y-Intercept (HK)
Hong Kong
$1.86M +$1.86M +6,370 New
VC
677
Vestor Capital
Illinois
$1.86M +$28.9K +99 +2%
KWM
678
Keebeck Wealth Management
Illinois
$1.82M – – –
TVWM
679
Tower View Wealth Management
Wisconsin
$1.81M +$5.85K +20 +0.3%
IAS
680
IMA Advisory Services
Colorado
$1.81M -$21.3K -73 -1%
S
681
SignatureFD
Georgia
$1.8M +$47.4K +162 +3%
EF
682
Empowered Funds
Pennsylvania
$1.79M +$148K +507 +9%
CUAMC
683
China Universal Asset Management Company
China
$1.79M -$106K -364 -6%
CPA
684
Court Place Advisors
Maryland
$1.79M +$1.79M +6,110 New
BFG
685
Berger Financial Group
Minnesota
$1.78M +$366K +1,252 +26%
CS
686
Comerica Securities
Michigan
$1.76M +$157K +538 +10%
VA
687
Vident Advisory
Georgia
$1.76M +$1.76M +6,027 New
EGM
688
Engineers Gate Manager
New York
$1.75M +$1.5M +5,145 +610%
CAM
689
Claret Asset Management
Quebec, Canada
$1.74M -$4.38K -15 -0.3%
DI
690
DFPG Investments
Utah
$1.7M +$687K +2,522 +68%
DAS
691
Dynamic Advisor Solutions
Arizona
$1.7M +$12.9K +44 +0.8%
WJWM
692
Williams Jones Wealth Management
New York
$1.7M – – –
ONB
693
Old National Bancorp
Indiana
$1.69M -$239K -819 -12%
SM
694
STF Management
Texas
$1.68M +$1.03M +3,540 +161%
CPC
695
Cookson Peirce & Co
Pennsylvania
$1.66M +$109K +373 +7%
HT
696
Headlands Technologies
Illinois
$1.66M +$953K +3,259 +135%
SWA
697
Stratos Wealth Advisors
Ohio
$1.66M +$115K +392 +7%
FHA
698
First Horizon Advisors
Tennessee
$1.65M -$12.9K -44 -0.8%
BWP
699
Balboa Wealth Partners
Arizona
$1.64M +$52.6K +180 +3%
Verition Fund Management
700
Verition Fund Management
Connecticut
$1.64M +$238K +814 +17%
26 27
28
29 30