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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 %
KWM
776
Kingsview Wealth Management
Oregon
$1.2M +$874K +2,556 +268%
BM
777
Brandywine Managers
Delaware
$1.2M – – –
1WA
778
180 Wealth Advisors
Washington
$1.19M -$18.5K -55 -2%
BFC
779
Bedel Financial Consulting
Indiana
$1.19M -$46.2K -135 -4%
WA
780
Wealth Alliance
New York
$1.17M +$60.5K +177 +5%
MFG
781
Merit Financial Group
Georgia
$1.17M +$116K +338 +11%
SP
782
SWS Partners
Ohio
$1.17M -$13.3K -39 -1%
KPWS
783
Kestra Private Wealth Services
Texas
$1.15M +$59.8K +175 +5%
SB
784
Strategic Blueprint
Georgia
$1.15M -$2.74K -8 -0.2%
SWM
785
Segment Wealth Management
Texas
$1.15M +$55.7K +163 +5%
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$1.15M +$1.15M +3,366 New
SWM
787
Sendero Wealth Management
Texas
$1.14M +$1.14M +3,345 New
CGL
788
Clarius Group LLC
Washington
$1.13M +$16.1K +47 +1%
CW
789
CreativeOne Wealth
Kansas
$1.13M -$62.6K -183 -5%
BC
790
Bartlett & Co
Ohio
$1.13M – – –
BCWM
791
Bartlett & Co Wealth Management
Ohio
$1.13M – – –
OMC
792
Old Mission Capital
Illinois
$1.12M +$301K +879 +37%
PCM
793
Prelude Capital Management
New York
$1.11M +$603K +1,763 +118%
SC
794
Scotia Capital
Ontario, Canada
$1.11M +$188K +550 +20%
FMB
795
Field & Main Bank
Kentucky
$1.09M -$14.4K -42 -1%
HWM
796
Hemington Wealth Management
Virginia
$1.08M -$335K -981 -24%
DC
797
Davenport & Co
Virginia
$1.08M +$716K +2,095 +197%
CCB
798
Country Club Bank
Missouri
$1.06M -$33.8K -100 -3%
SCM
799
Suvretta Capital Management
New York
$1.05M +$520K +1,520 +98%
VVP
800
Venture Visionary Partners
Ohio
$1.04M -$46.5K -136 -4%
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