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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 %
RMCM
726
Reynders McVeigh Capital Management
Massachusetts
$1.48M -$1.75K -6 -0.1%
MSK
727
Melissa S. Kampmann
$1.48M +$1.48M +5,049 New
FMAEN1
728
Fund Management at Engine No 1
California
$1.47M +$135K +463 +10%
SLM
729
Snow Lake Management
California
$1.46M +$1.46M +5,000 New
DC
730
Davenport & Co
Virginia
$1.45M +$527K +1,804 +57%
IIC
731
Ironwood Investment Counsel
Arizona
$1.45M +$1.45M +3,217 New
AFS
732
Aft Forsyth & Sober
Florida
$1.45M – – –
CG
733
Caprock Group
Idaho
$1.43M +$109K +373 +8%
TYCC
734
Texas Yale Capital Corp
Florida
$1.43M – – –
EH
735
Equitable Holdings
New York
$1.41M +$267K +912 +23%
AWM
736
Accurate Wealth Management
Florida
$1.4M +$54.8K +199 +4%
1IA
737
1834 Investment Advisors
Wisconsin
$1.4M -$5.26K -18 -0.4%
CNBT
738
Canandaigua National Bank & Trust
New York
$1.4M -$45K -154 -3%
MAS
739
Meeder Advisory Services
Ohio
$1.39M -$273K -934 -16%
PA
740
Procyon Advisors
Connecticut
$1.38M +$793K +2,714 +136%
CA
741
Cetera Advisors
Colorado
$1.37M -$595K -2,034 -30%
CRC
742
Curi RMB Capital
Illinois
$1.37M -$292 -1 -0%
SDIC
743
South Dakota Investment Council
South Dakota
$1.36M -$87.7K -300 -6%
AWM
744
Angeles Wealth Management
California
$1.34M -$292 -1 -0%
SIA
745
Schechter Investment Advisors
Michigan
$1.34M +$43.8K +150 +3%
PCM
746
Prelude Capital Management
New York
$1.34M +$389K +1,331 +41%
TCOV
747
Trust Company of Vermont
Vermont
$1.34M -$16.4K -56 -1%
AA
748
ALPS Advisors
Colorado
$1.33M +$295K +1,010 +28%
SCA
749
Stonebridge Capital Advisors
Minnesota
$1.33M +$40.9K +140 +3%
AIM
750
Alhambra Investment Management
Florida
$1.32M – – –
28 29
30
31 32