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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 %
AFP
776
Ausdal Financial Partners
Iowa
$553K -$4.5K -24 -0.8%
CCP
777
Clarkston Capital Partners
Michigan
$552K – – –
FF
778
FourThought Financial
Florida
$547K -$48.7K -260 -8%
IIL
779
Insight Inv LLC
California
$547K – – –
SSWM
780
Smith Salley Wealth Management
North Carolina
$546K +$42.6K +227 +8%
LIM
781
Leavell Investment Management
Alabama
$543K +$136K +724 +33%
BAM
782
Belpointe Asset Management
Nevada
$540K +$372K +1,983 +221%
KIA
783
KCM Investment Advisors
California
$537K -$71.5K -381 -12%
BCM
784
BTC Capital Management
Iowa
$537K +$18.7K +100 +4%
GVAG
785
Great Valley Advisor Group
Delaware
$531K -$458K -2,442 -46%
S
786
Seeyond
France
$528K -$139K -742 -21%
NW
787
NewEdge Wealth
Pennsylvania
$525K -$732K -3,908 -58%
DWM
788
Dakota Wealth Management
Florida
$525K -$168K -894 -24%
IFWM
789
Institute for Wealth Management
Colorado
$525K -$3.75K -20 -0.7%
STA
790
Summit Trail Advisors
New York
$525K +$48.3K +258 +10%
AC
791
Avestar Capital
New York
$524K -$117K -625 -18%
WA
792
Wambolt & Associates
Colorado
$524K +$10.9K +58 +2%
QCG
793
Quadrant Capital Group
Ohio
$519K +$74.8K +399 +17%
SPWM
794
Schrum Private Wealth Management
Florida
$518K – – –
PPP
795
Private Portfolio Partners
New Jersey
$513K – – –
CSIC
796
Clifford Swan Investment Counsel
California
$512K -$42.2K -225 -8%
CGI
797
Comgest Global Investors
France
$512K +$15.7K +84 +3%
SS
798
Sunbelt Securities
Texas
$510K – – –
SIM
799
Sentry Investment Management
Wisconsin
$508K +$35.3K +188 +7%
JGGDR
800
JGP Global Gestao de Recursos
Brazil
$504K +$3K +16 +0.6%
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