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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 %
MCC
701
Malaga Cove Capital
California
$1.1M -$2.12K -8 -0.2%
MCM
702
McRae Capital Management
New Jersey
$1.08M -$53.1K -200 -5%
FDCDDQ
703
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$42.7K +161 +4%
TAM
704
Trust Asset Management
Texas
$1.07M – – –
CG
705
Caprock Group
Idaho
$1.06M +$161K +608 +18%
FWIA
706
Fort Washington Investment Advisors
Ohio
$1.06M -$275K -1,035 -21%
QI
707
Qtron Investments
Massachusetts
$1.06M +$1.06M +3,985 New
EIA
708
Eastover Investment Advisors
North Carolina
$1.05M +$26.3K +99 +3%
CG
709
Colony Group
Massachusetts
$1.05M +$655K +2,468 +166%
BC
710
Bartlett & Co
Ohio
$1.04M -$485K -1,828 -32%
BCWM
711
Bartlett & Co Wealth Management
Ohio
$1.04M -$485K -1,828 -32%
WSFS
712
Wilmington Savings Fund Society
Delaware
$1.04M – – –
FRA
713
Frank Rimerman Advisors
California
$1.03M – – –
FMAEN1
714
Fund Management at Engine No 1
California
$1.03M +$121K +457 +13%
TC
715
TownSquare Capital
Utah
$1.01M +$621K +2,339 +158%
IP
716
Intellectus Partners
California
$1.01M -$13.3K -50 -1%
BFM
717
Boston Financial Management
Massachusetts
$1M +$3.18K +12 +0.3%
WP
718
Westmount Partners
California
$997K +$997K +3,759 New
BJL
719
Brighton Jones LLC
Washington
$995K +$56.8K +214 +6%
CRC
720
Curi RMB Capital
Illinois
$991K +$28.9K +109 +3%
ACM
721
Alamar Capital Management
California
$990K -$1.06K -4 -0.1%
IB
722
Iyo Bank
Japan
$987K – – –
IFAM
723
Institutional & Family Asset Management
Colorado
$986K – – –
SVWAG
724
Sound View Wealth Advisors Group
Georgia
$984K +$161K +477 +20%
WAP
725
Wealthcare Advisory Partners
Pennsylvania
$982K +$982K +3,700 New
27 28
29
30 31