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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 %
AP
826
AtonRa Partners
Switzerland
$459K -$581K -3,102 -56%
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$459K -$9.19K -49 -2%
AFG
828
Allegheny Financial Group
Pennsylvania
$458K +$458K +2,448 New
BOM
829
Bank of Marin
California
$457K -$5.63K -30 -1%
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$457K +$6.75K +36 +1%
SPFA
831
Summit Place Financial Advisors
New Jersey
$455K -$407K -2,176 -47%
SS
832
Simplicity Solutions
Minnesota
$455K +$46.2K +247 +11%
BAM
833
Blueshift Asset Management
New Jersey
$454K +$454K +2,424 New
CT
834
Chicago Trust
Illinois
$452K -$100K -533 -18%
ATC
835
Argent Trust Co
Tennessee
$450K -$320K -1,706 -42%
MCP
836
Mirador Capital Partners
California
$449K -$24.6K -131 -5%
CAC
837
Cowen and Company
New York
$448K +$448K +2,388 New
GBT
838
Grove Bank & Trust
Florida
$447K -$32.6K -174 -7%
CA
839
Cetera Advisors
Colorado
$446K -$8.24K -44 -2%
AA
840
Ancora Advisors
Ohio
$445K – – –
ETH
841
Exos TFP Holdings
New York
$444K +$444K +2,367 New
CP
842
Covenant Partners
Tennessee
$444K +$444K +2,370 New
O
843
Ossiam
France
$441K -$979K -5,220 -69%
WHG
844
Westwood Holdings Group
Texas
$441K -$267K -1,427 -38%
DWT
845
Dorsey & Whitney Trust
South Dakota
$439K +$35.8K +191 +9%
DAS
846
Dynamic Advisor Solutions
Arizona
$438K -$37.6K -201 -8%
DI
847
Diligent Investors
California
$433K -$1.88K -10 -0.4%
ZIM
848
Zacks Investment Management
Illinois
$433K +$375 +2 +0.1%
HIA
849
Harbor Investment Advisory
Maryland
$429K -$36.2K -193 -8%
HCMG
850
Howard Capital Management Group
California
$429K – – –
32 33
34
35 36