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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 %
KLCM
801
KG&L Capital Management
Louisiana
$502K -$18.6K -99 -4%
FC
802
Financial Consulate
Maryland
$500K +$74.9K +400 +18%
TTWM
803
TCV Trust & Wealth Management
Virginia
$498K +$3.18K +17 +0.6%
EFS
804
Essex Financial Services
Connecticut
$494K -$17.8K -95 -3%
DWA
805
Douglass Winthrop Advisors
New York
$494K -$11.1K -59 -2%
FMLI
806
Fukoku Mutual Life Insurance
Japan
$492K – – –
DIA
807
Dana Investment Advisors
Wisconsin
$492K +$37.8K +202 +8%
CPO
808
Cerity Partners OCIO
New York
$491K +$26.6K +142 +6%
CWM
809
Circle Wealth Management
New Jersey
$491K +$115K +615 +31%
AIM
810
Anchor Investment Management
South Carolina
$490K +$46.9K +250 +11%
CCM
811
Covington Capital Management
California
$482K +$1.69K +9 +0.4%
MFG
812
Merit Financial Group
Georgia
$481K -$5.99K -32 -1%
FNT
813
First National Trust
Pennsylvania
$478K -$562 -3 -0.1%
TF
814
TIAA FSB
Florida
$477K -$7.06M -37,664 -94%
ESCM
815
Echo Street Capital Management
New York
$475K +$244K +1,301 +106%
TSS
816
Two Sigma Securities
New York
$474K -$2.25M -12,013 -83%
HWM
817
HB Wealth Management
Georgia
$474K +$116K +621 +33%
AIM
818
Achmea Investment Management
Netherlands
$473K -$1.7M -9,076 -78%
AAM
819
Arabesque Asset Management
United Kingdom
$473K -$1.07M -5,694 -69%
HI
820
Horizon Investments
North Carolina
$470K -$322K -1,717 -41%
JIC
821
Joel Isaacson & Co
New York
$470K +$141K +750 +43%
IEFM
822
IQ EQ Fund Management
Ireland
$467K +$49.5K +264 +12%
MC
823
Moors & Cabot
Massachusetts
$465K +$14.2K +76 +3%
SBH
824
Segall Bryant & Hamill
Illinois
$463K – – –
RIL
825
Rothschild Investment LLC
Illinois
$462K -$93.6K -500 -17%
31 32
33
34 35