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Intuitive Surgical
ISRG

Overview Fund Activity

1,546 hedge funds and large institutions have $101B invested in Intuitive Surgical in 2023 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 549 increasing their positions, 554 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
+143
Holders Change %
+10.19%
% of All Funds
24.38%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.93%
New
209
Increased
549
Reduced
554
Closed
56
Calls
$794M
Puts
$726M
Net Calls
+$68.2M
Net Calls Change
-$189M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$494M
2
Barclays
Barclays
United Kingdom
+$305M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$283M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$266M
5
Invesco
Invesco
Georgia
+$257M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$479M
2
Edgewood Management
Edgewood Management
Connecticut
-$399M
3
SGA
Sustainable Growth Advisers
Connecticut
-$274M
4
AIM
Alphinity Investment Management
Australia
-$156M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
751
Integrated Wealth Concepts
Massachusetts
$1.32M +$274K +800 +26%
WAP
752
Wealthcare Advisory Partners
Pennsylvania
$1.32M +$43.8K +128 +3%
MCM
753
MAI Capital Management
Ohio
$1.31M +$21.9K +64 +2%
NCGI
754
Next Century Growth Investors
Minnesota
$1.31M +$1.31M +3,831 New
SCP
755
Syntal Capital Partners
Texas
$1.31M +$1.31M +3,825 New
BFM
756
Boston Financial Management
Massachusetts
$1.3M +$14.4K +42 +1%
DI
757
DFPG Investments
Utah
$1.3M +$463K +1,323 +55%
WP
758
Westmount Partners
California
$1.3M +$10.3K +30 +0.8%
CB
759
CNB Bank
Pennsylvania
$1.29M -$42.7K -125 -3%
HWM
760
HB Wealth Management
Georgia
$1.29M +$134K +392 +12%
DGAM
761
Desjardins Global Asset Management
Quebec, Canada
$1.29M +$417K +1,220 +48%
GAG
762
GM Advisory Group
New York
$1.28M +$39.3K +115 +3%
IB
763
Iyo Bank
Japan
$1.27M – – –
Connor, Clark & Lunn Investment Management (CC&L)
764
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.27M +$1.27M +3,719 New
IFAM
765
Institutional & Family Asset Management
Colorado
$1.27M -$1.03K -3 -0.1%
HH
766
Hilltop Holdings
Texas
$1.24M -$16.4K -48 -1%
LJAC
767
L.J. Altfest & Co
New York
$1.24M -$489K -1,429 -28%
WSFS
768
Wilmington Savings Fund Society
Delaware
$1.24M – – –
PFWA
769
Paces Ferry Wealth Advisors
Georgia
$1.23M +$9.57K +28 +0.8%
GA
770
Geller Advisors
New York
$1.23M +$803K +2,349 +187%
AG
771
Ascent Group
Virginia
$1.22M +$234K +771 +24%
QI
772
Qtron Investments
Massachusetts
$1.22M +$727K +2,126 +147%
DWT
773
Dorsey & Whitney Trust
South Dakota
$1.21M +$365K +1,067 +43%
AA
774
ALPS Advisors
Colorado
$1.21M -$537K -1,571 -31%
EFM
775
E Fund Management
China
$1.21M -$231K -675 -16%
29 30
31
32 33