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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 %
MCM
776
McRae Capital Management
New Jersey
$1.19M – – –
TAM
777
Trust Asset Management
Texas
$1.18M – – –
HHGA
778
Halbert Hargrove Global Advisors
California
$1.18M +$1.18M +4,025 New
CB
779
CNB Bank
Pennsylvania
$1.17M +$65.2K +223 +6%
LJAC
780
L.J. Altfest & Co
New York
$1.17M +$107K +367 +10%
CAG
781
Crestwood Advisors Group
Massachusetts
$1.17M +$692K +2,368 +146%
TCM
782
Traynor Capital Management
Pennsylvania
$1.16M +$267K +912 +30%
LB
783
Legacy Bridge
Iowa
$1.16M +$1.08M +3,697 +1,422%
HH
784
Hilltop Holdings
Texas
$1.16M +$94.7K +324 +9%
STA
785
Summit Trail Advisors
New York
$1.15M -$122K -419 -10%
KWM
786
Kingsview Wealth Management
Oregon
$1.15M +$123K +420 +12%
GAG
787
GM Advisory Group
New York
$1.14M +$45.6K +156 +4%
FRA
788
Frank Rimerman Advisors
California
$1.14M – – –
BFM
789
Boston Financial Management
Massachusetts
$1.14M +$21.9K +75 +2%
WAP
790
Wealthcare Advisory Partners
Pennsylvania
$1.14M +$9.06K +31 +0.8%
SWM
791
Segment Wealth Management
Texas
$1.13M +$151K +515 +15%
SAM
792
Strategy Asset Managers
California
$1.13M +$537K +1,838 +91%
NCGI
793
Next Century Growth Investors
Minnesota
$1.12M – – –
WP
794
Westmount Partners
California
$1.1M -$4.09K -14 -0.4%
KPWS
795
Kestra Private Wealth Services
Texas
$1.1M +$115K +395 +12%
SCM
796
Stevens Capital Management
Pennsylvania
$1.1M +$1.1M +3,763 New
JPWM
797
Jamison Private Wealth Management
Georgia
$1.1M +$1.1M +3,762 New
AA
798
AlphaCentric Advisors
Puerto Rico
$1.1M -$365K -1,250 -25%
CI
799
Cigna Investments
Connecticut
$1.09M -$141K -482 -11%
IB
800
Iyo Bank
Japan
$1.09M – – –
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