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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 %
PFS
701
Prospera Financial Services
Texas
$1.63M -$40.3K -138 -2%
RCM
702
Riverpark Capital Management
New York
$1.62M – – –
IP
703
Intellectus Partners
California
$1.61M +$29.2K +100 +2%
MUAMU
704
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.61M +$1.11M +3,800 +224%
Luther King Capital Management (LKCM)
705
Luther King Capital Management (LKCM)
Texas
$1.61M -$149K -510 -8%
HWM
706
HB Wealth Management
Georgia
$1.6M +$495K +1,694 +45%
AW
707
Alaethes Wealth
Nevada
$1.58M -$62.3K -213 -4%
LTAS
708
Linden Thomas Advisory Services
North Carolina
$1.58M -$998K -3,413 -39%
CM
709
Churchill Management
California
$1.57M -$387K -1,324 -20%
UM
710
UniSuper Management
Australia
$1.57M -$172K -589 -10%
RAM
711
Redmond Asset Management
Virginia
$1.57M -$292 -1 -0%
CAAS
712
Capital Asset Advisory Services
Michigan
$1.56M +$176K +625 +13%
HSA
713
HBK Sorce Advisory
Pennsylvania
$1.56M +$2.05K +7 +0.1%
AA
714
Altman Advisors
Illinois
$1.56M +$1.56M +5,325 New
EHC
715
Everett Harris & Co
California
$1.54M -$89.1K -305 -5%
WCM
716
Whitener Capital Management
North Carolina
$1.54M +$8.77K +30 +0.6%
USCWA
717
U.S. Capital Wealth Advisors
Texas
$1.54M -$153K -524 -9%
SFA
718
Sequoia Financial Advisors
Ohio
$1.54M -$283K -968 -16%
MCM
719
MAI Capital Management
Ohio
$1.54M +$415K +1,421 +37%
FMI
720
F/M Investments
District of Columbia
$1.52M -$36K -123 -2%
MWVC
721
Morgens Waterfall Vintiadis & Co
New York
$1.52M – – –
PWM
722
Perigon Wealth Management
California
$1.51M +$35.1K +120 +2%
SC
723
Sepio Capital
Utah
$1.5M +$27.5K +94 +2%
SFS
724
Stiles Financial Services
Minnesota
$1.48M +$54.1K +185 +4%
PFG
725
PAX Financial Group
Texas
$1.48M +$30.1K +103 +2%
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