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

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$730K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
Edgewood Management
Connecticut
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNIM
726
Vaughan Nelson Investment Management
Texas
$683K +$279K +1,490 +69%
CRC
727
Curi RMB Capital
Illinois
$680K +$4.31K +23 +0.6%
GAG
728
GM Advisory Group
New York
$679K +$679K +3,621 New
AHIA
729
Andrew Hill Investment Advisors
Florida
$674K -$500K -2,667 -43%
1WA
730
180 Wealth Advisors
Washington
$673K +$3.19K +17 +0.5%
WFA
731
Wipfli Financial Advisors
Wisconsin
$673K +$673K +3,593 New
CFGS
732
Concourse Financial Group Securities
Alabama
$669K +$147K +786 +28%
PFWA
733
Paces Ferry Wealth Advisors
Georgia
$667K +$10.1K +54 +2%
PP
734
Paloma Partners
Connecticut
$663K -$4.64M -24,741 -87%
BJL
735
Brighton Jones LLC
Washington
$662K +$24.9K +133 +4%
PFG
736
PAX Financial Group
Texas
$661K +$34.5K +184 +6%
BM
737
Brandywine Managers
Delaware
$655K – – –
FMAEN1
738
Fund Management at Engine No 1
California
$644K -$35.8K -191 -5%
SC
739
Scotia Capital
Ontario, Canada
$640K -$3.23M -17,264 -83%
BCM
740
Brookstone Capital Management
Illinois
$639K +$82.3K +442 +15%
CG
741
Caprock Group
Idaho
$638K -$52.3K -279 -8%
CT
742
Columbia Trust
Oregon
$634K +$39.3K +210 +7%
SWP
743
Strategic Wealth Partners
Ohio
$632K -$26.2K -140 -4%
IUHSA
744
Itau Unibanco Holding S.A.
Brazil
$631K +$588K +3,137 +1,358%
MCM
745
MAI Capital Management
Ohio
$630K -$67.3K -359 -10%
WA
746
Wealth Architects
California
$628K -$3.38K -18 -0.5%
CB
747
CNB Bank
Pennsylvania
$627K +$36.4K +194 +6%
SAM
748
Security Asset Management
New York
$626K +$626K +3,340 New
CGL
749
Clarius Group LLC
Washington
$624K -$25.9K -138 -4%
ECM
750
EMC Capital Management
Texas
$623K – – –
28 29
30
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