ISRG icon

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 %
IFAM
801
Institutional & Family Asset Management
Colorado
$1.08M – – –
LFDLE
802
La Financiere de L'Echiquier
France
$1.07M -$133K -455 -11%
MFG
803
Merit Financial Group
Georgia
$1.06M +$60.8K +208 +6%
WSFS
804
Wilmington Savings Fund Society
Delaware
$1.05M -$3.8K -13 -0.4%
PFWA
805
Paces Ferry Wealth Advisors
Georgia
$1.05M -$7.6K -26 -0.7%
FA
806
FDx Advisors
Illinois
$1.05M -$575K -1,967 -35%
1WM
807
1900 Wealth Management
Texas
$1.05M +$871K +2,980 +499%
RWM
808
Ritholtz Wealth Management
New York
$1.04M +$207K +708 +25%
FLPIM
809
F.L. Putnam Investment Management
Massachusetts
$1.03M +$48.5K +166 +5%
1WA
810
180 Wealth Advisors
Washington
$1.03M -$6.43K -22 -0.6%
WWM
811
Western Wealth Management
Colorado
$1.03M +$142K +487 +16%
SPA
812
Sherbrooke Park Advisers
New York
$1.03M +$1.03M +3,516 New
BM
813
Brandywine Managers
Delaware
$1.02M – – –
VFA
814
Valeo Financial Advisors
Indiana
$1.02M +$166K +567 +19%
GA
815
Geller Advisors
New York
$1.02M -$33.9K -116 -3%
BFC
816
Bedel Financial Consulting
Indiana
$1.02M – – –
CC
817
Centiva Capital
New York
$1.01M +$1.01M +3,454 New
SP
818
SWS Partners
Ohio
$1M +$5.26K +18 +0.5%
VNIM
819
Vaughan Nelson Investment Management
Texas
$1M +$378K +1,295 +61%
SC
820
Syon Capital
California
$999K +$999K +3,419 New
SB
821
Strategic Blueprint
Georgia
$993K +$9.06K +31 +0.9%
SF
822
Synovus Financial
Georgia
$987K -$1.9M -6,501 -66%
PP
823
Paloma Partners
Connecticut
$979K +$979K +3,348 New
SWM
824
Sendero Wealth Management
Texas
$978K – – –
SC
825
Savant Capital
Illinois
$965K +$87.1K +298 +10%
31 32
33
34 35