ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
Ameriprise
Minnesota
$889M
3
Morgan Stanley
Morgan Stanley
New York
$1.56B
4
Jennison Associates
Jennison Associates
New York
$1.18B
5
Citadel Advisors
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
801
Squarepoint
New York
$700K +$312K +1,177 +81%
DIA
802
Dana Investment Advisors
Wisconsin
$699K +$2.65K +10 +0.4%
TTWM
803
TCV Trust & Wealth Management
Virginia
$699K -$6.37K -24 -0.9%
DWA
804
Douglass Winthrop Advisors
New York
$699K – – –
AIA
805
Avalon Investment & Advisory
Texas
$698K -$132K -496 -16%
RWM
806
Ritholtz Wealth Management
New York
$697K +$231K +870 +50%
PPC
807
Park Place Capital
Alabama
$695K +$695K +2,621 New
AIM
808
Anchor Investment Management
South Carolina
$692K -$1.33K -5 -0.2%
CPIG
809
Chicago Partners Investment Group
Illinois
$692K -$77.9K -308 -10%
DAS
810
Dynamic Advisor Solutions
Arizona
$686K +$65.8K +248 +11%
USCWA
811
U.S. Capital Wealth Advisors
Texas
$685K -$426K -1,605 -38%
AAM
812
Arabesque Asset Management
United Kingdom
$684K +$14.3K +54 +2%
EFS
813
Essex Financial Services
Connecticut
$681K -$18.8K -71 -3%
VCM
814
Virtue Capital Management
Tennessee
$676K +$676K +2,548 New
ACA
815
Aptus Capital Advisors
Alabama
$675K -$3.03M -11,404 -82%
JIC
816
Joel Isaacson & Co
New York
$669K +$3.45K +13 +0.5%
SIM
817
Sentry Investment Management
Wisconsin
$667K -$51.8K -195 -7%
SRC
818
Stone Run Capital
New York
$664K -$743K -2,800 -53%
ECG
819
Edge Capital Group
Georgia
$664K +$422K +1,589 +174%
TCM
820
Traynor Capital Management
Pennsylvania
$663K +$268K +1,010 +68%
PI
821
PFS Investments
Georgia
$662K +$76.7K +289 +13%
IEFM
822
IQ EQ Fund Management
Ireland
$662K – – –
SC
823
Savant Capital
Illinois
$660K +$141K +531 +27%
STA
824
Summit Trail Advisors
New York
$655K -$88.9K -335 -12%
SBH
825
Segall Bryant & Hamill
Illinois
$652K -$3.98K -15 -0.6%
31 32
33
34 35