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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 %
AF
751
Alerus Financial
North Dakota
$1.31M -$54.4K -186 -4%
MCC
752
Malaga Cove Capital
California
$1.3M +$119K +407 +10%
Capstone Investment Advisors
753
Capstone Investment Advisors
New York
$1.3M +$1.3M +4,459 New
WF
754
WoodTrust Financial
Wisconsin
$1.29M +$47.3K +162 +4%
AC
755
AXQ Capital
New Jersey
$1.29M +$1.29M +4,400 New
EIA
756
Eastover Investment Advisors
North Carolina
$1.28M +$36.8K +126 +3%
ACM
757
Alamar Capital Management
California
$1.27M +$139K +477 +12%
HCM
758
Howland Capital Management
Massachusetts
$1.26M – – –
CCM
759
Conway Capital Management
California
$1.26M -$7.31K -25 -0.6%
LCM
760
Laurion Capital Management
New York
$1.25M +$1.07M +3,660 +587%
DA
761
Doliver Advisors
Texas
$1.25M +$23.4K +80 +2%
SYBT
762
Stock Yards Bank & Trust
Kentucky
$1.25M -$378K -1,293 -23%
CCS
763
Concentric Capital Strategies
Connecticut
$1.24M +$1.24M +4,255 New
FWIA
764
Fort Washington Investment Advisors
Ohio
$1.23M – – –
GD
765
Grandfield & Dodd
New York
$1.22M -$29.2K -100 -2%
CHAM
766
Clear Harbor Asset Management
Connecticut
$1.22M +$76.6K +262 +7%
EFM
767
E Fund Management
China
$1.22M +$184K +631 +18%
FDCDDQ
768
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M -$26.9K -92 -2%
IWC
769
Integrated Wealth Concepts
Massachusetts
$1.21M +$79.2K +271 +7%
ATC
770
Argent Trust Co
Tennessee
$1.2M -$7.31K -25 -0.6%
CSS
771
Cubist Systematic Strategies
Connecticut
$1.2M -$448K -1,532 -27%
CA
772
CoreCap Advisors
Michigan
$1.2M +$1.2M +4,103 New
HI
773
Horizon Investments
North Carolina
$1.2M +$38.3K +131 +3%
AIM
774
Anchor Investment Management
South Carolina
$1.19M +$48.8K +167 +4%
RWB
775
RMR Wealth Builders
New Jersey
$1.19M +$476K +1,628 +67%
29 30
31
32 33