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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
+$739M
2
Ameriprise
Ameriprise
Minnesota
+$427M
3
Morgan Stanley
Morgan Stanley
New York
+$358M
4
Jennison Associates
Jennison Associates
New York
+$327M
5
Citadel Advisors
Citadel Advisors
Florida
+$288M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$969M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$389M
3
Edgewood Management
Edgewood Management
Connecticut
-$257M
4
Two Sigma Investments
Two Sigma Investments
New York
-$198M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
826
TIAA FSB
Florida
$651K -$23.9K -90 -4%
AFG
827
Allegheny Financial Group
Pennsylvania
$650K – – –
AP
828
AtonRa Partners
Switzerland
$643K -$7.43K -28 -1%
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$643K -$6.37K -24 -1%
DWT
830
Dorsey & Whitney Trust
South Dakota
$640K -$14.5K -52 -2%
FNT
831
First National Trust
Pennsylvania
$638K -$39.3K -148 -6%
GVAG
832
Great Valley Advisor Group
Delaware
$629K -$123K -462 -16%
AWM
833
Avitas Wealth Management
California
$628K +$628K +2,368 New
SM
834
STF Management
Texas
$627K +$627K +2,364 New
BOM
835
Bank of Marin
California
$627K -$19.9K -75 -3%
HWA
836
Heritage Wealth Advisors
Virginia
$626K -$184K -694 -23%
AA
837
Ancora Advisors
Ohio
$626K -$4.78K -18 -0.8%
FRM
838
Fox Run Management
Connecticut
$625K +$119K +448 +23%
TSS
839
Two Sigma Securities
New York
$625K -$45.6K -172 -7%
ATC
840
Argent Trust Co
Tennessee
$623K -$14.6K -55 -2%
AFT
841
Alpha Family Trust
California
$621K +$621K +2,340 New
MC
842
Moors & Cabot
Massachusetts
$615K -$43K -162 -7%
MCP
843
Mirador Capital Partners
California
$613K -$21.5K -81 -3%
HIA
844
Harbor Investment Advisory
Maryland
$612K +$5.04K +19 +0.8%
VFA
845
Values First Advisors
Tennessee
$612K +$71.1K +268 +13%
AAS
846
Ameritas Advisory Services
Nebraska
$611K +$89.2K +336 +17%
ITFISA
847
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$610K +$212K +800 +53%
HCMG
848
Howard Capital Management Group
California
$607K – – –
AWP
849
Atlas Wealth Partners
Pennsylvania
$607K +$607K +2,400 New
IAS
850
Insigneo Advisory Services
Florida
$606K +$606K +2,284 New
32 33
34
35 36