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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 %
TCM
801
Traynor Capital Management
Pennsylvania
$1.04M +$138K +405 +15%
SSWM
802
Smith Salley Wealth Management
North Carolina
$1.04M +$65.7K +192 +7%
MCC
803
Money Concepts Capital
Florida
$1.04M -$1.07M -3,120 -51%
PCM
804
Penserra Capital Management
California
$1.04M -$2.64M -7,724 -72%
QCG
805
Quadrant Capital Group
Ohio
$1.04M +$3.08K +9 +0.3%
WWM
806
Western Wealth Management
Colorado
$1.04M +$352K +1,029 +51%
ECM
807
Evergreen Capital Management
Washington
$1.03M +$39.7K +116 +4%
SC
808
Savant Capital
Illinois
$1.03M +$19.1K +56 +2%
CI
809
Clal Insurance
Israel
$1.03M -$684K -2,000 -40%
AFG
810
Albion Financial Group
Utah
$1.03M -$5.13K -15 -0.5%
HIIFS
811
Harel Insurance Investments & Financial Services
Israel
$1.02M +$1.02M +3,005 New
VFA
812
Valeo Financial Advisors
Indiana
$1M -$335K -980 -25%
IIL
813
Insight Inv LLC
California
$998K – – –
AC
814
Avestar Capital
New York
$998K +$61.2K +179 +7%
CFGS
815
Concourse Financial Group Securities
Alabama
$995K -$89.9K -263 -8%
PWP
816
Private Wealth Partners
California
$995K – – –
LIM
817
Leavell Investment Management
Alabama
$991K – – –
CCA
818
Checchi Capital Advisers
California
$991K -$6.84K -20 -0.7%
SVWAG
819
Sound View Wealth Advisors Group
Georgia
$988K +$8.55K +25 +0.9%
RWM
820
Ritholtz Wealth Management
New York
$970K +$109K +318 +13%
XT
821
XTX Topco
Cayman Islands
$968K -$623K -1,821 -39%
GIA
822
Gladstone Institutional Advisory
Florida
$966K +$966K +2,825 New
LOIM
823
Liberty One Investment Management
Illinois
$965K -$94K -275 -9%
TIA
824
Tiemann Investment Advisors
California
$963K -$18.8K -55 -2%
SS
825
Sunbelt Securities
Texas
$945K -$7.87K -23 -0.8%
31 32
33
34 35