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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
701
Hilltop Holdings
Texas
$765K +$765K +4,082 New
GCM
702
Graham Capital Management
Connecticut
$762K -$949K -5,064 -55%
WI
703
Wahed Invest
New York
$762K +$44.6K +238 +6%
CCM
704
Conway Capital Management
California
$758K -$37.5K -200 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
705
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$757K +$234K +1,248 +45%
TAM
706
Trust Asset Management
Texas
$756K +$54.9K +293 +8%
PIMJS
707
PKO Investment Management Joint-Stock
Poland
$750K -$375K -2,000 -33%
WWM
708
Western Wealth Management
Colorado
$742K +$26.4K +141 +4%
CPIG
709
Chicago Partners Investment Group
Illinois
$737K +$3.39K +14 +0.5%
WSFS
710
Wilmington Savings Fund Society
Delaware
$732K – – –
Polen Capital Management
711
Polen Capital Management
Florida
$730K -$643M -3,434,501 -100%
FRA
712
Frank Rimerman Advisors
California
$729K – – –
EIA
713
Eastover Investment Advisors
North Carolina
$729K +$85.9K +455 +13%
FDCDDQ
714
Federation des caisses Desjardins du Quebec
Quebec, Canada
$727K -$34.9K -186 -5%
Los Angeles Capital Management
715
Los Angeles Capital Management
California
$727K +$365K +1,945 +101%
CAAS
716
Capital Asset Advisory Services
Michigan
$726K +$18.4K +98 +3%
IP
717
Intellectus Partners
California
$724K -$198K -1,057 -21%
MCIA
718
Mountain Capital Investment Advisors
Colorado
$715K +$715K +3,385 New
BFM
719
Boston Financial Management
Massachusetts
$705K -$1.13K -6 -0.2%
ACM
720
Alamar Capital Management
California
$700K -$91.5K -488 -12%
IFAM
721
Institutional & Family Asset Management
Colorado
$697K – – –
IB
722
Iyo Bank
Japan
$697K – – –
KF
723
Krilogy Financial
Missouri
$696K +$3.56K +19 +0.5%
BTWM
724
Baker Tilly Wealth Management
Wisconsin
$691K -$1.32M -7,025 -66%
VCA
725
Verdence Capital Advisors
Maryland
$685K +$187K +999 +38%
27 28
29
30 31