ISRG icon

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 %
FFP
826
FourThought Financial Partners
Florida
$927K -$27K -79 -3%
HCM
827
Hollencrest Capital Management
California
$925K – – –
CWM
828
Circle Wealth Management
New Jersey
$924K +$21.2K +62 +2%
FHA
829
Flagship Harbor Advisors
Massachusetts
$913K +$2.74K +8 +0.3%
IFWM
830
Institute for Wealth Management
Colorado
$910K +$3.76K +11 +0.4%
DWA
831
Douglass Winthrop Advisors
New York
$901K – – –
GCM
832
Geneva Capital Management
Wisconsin
$895K +$895K +2,618 New
FNT
833
First National Trust
Pennsylvania
$892K +$2.05K +6 +0.2%
VEA
834
Virtus ETF Advisers
New York
$890K +$890K +2,602 New
CGI
835
Comgest Global Investors
France
$886K +$47.5K +139 +6%
PWPS
836
Pinnacle Wealth Planning Services
Ohio
$885K +$65K +190 +8%
CI
837
Conning Inc
Connecticut
$884K -$111K -325 -11%
LG
838
LaFleur & Godfrey
Michigan
$883K – – –
CT
839
Columbia Trust
Oregon
$875K -$56.1K -164 -6%
KIA
840
KCM Investment Advisors
California
$869K -$56.4K -165 -6%
TTWM
841
TCV Trust & Wealth Management
Virginia
$869K -$17.1K -50 -2%
SF
842
Summit Financial
New Jersey
$862K +$92.7K +271 +12%
SPWM
843
Schrum Private Wealth Management
Florida
$861K -$34.2K -100 -4%
JIC
844
Joel Isaacson & Co
New York
$858K -$4.45K -13 -0.5%
SRC
845
Stone Run Capital
New York
$856K – – –
SBH
846
Segall Bryant & Hamill
Illinois
$855K +$14K +41 +2%
IIA
847
IPG Investment Advisors
California
$850K +$850K +2,485 New
MOS
848
MGO One Seven
Ohio
$849K +$36.6K +107 +5%
FUBT
849
First United Bank & Trust
Maryland
$845K +$16.1K +47 +2%
MAM
850
Martingale Asset Management
Massachusetts
$839K +$553K +1,617 +193%
32 33
34
35 36