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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 %
GC
826
Gilbert & Cook
Iowa
$943K +$307K +1,049 +48%
CWM
827
Circle Wealth Management
New Jersey
$942K +$152K +520 +19%
FMB
828
Field & Main Bank
Kentucky
$933K +$1.46K +5 +0.2%
SF
829
Summit Financial
New Jersey
$931K +$194K +665 +26%
BCWM
830
Bartlett & Co Wealth Management
Ohio
$926K -$37.7K -129 -4%
BC
831
Bartlett & Co
Ohio
$926K -$37.7K -129 -4%
MCC
832
Money Concepts Capital
Florida
$922K +$32.7K +112 +4%
QCG
833
Quadrant Capital Group
Ohio
$915K +$28.1K +96 +3%
IPAM
834
ICICI Prudential Asset Management
India
$914K +$217K +744 +31%
CCB
835
Country Club Bank
Missouri
$909K -$15.7K -53 -2%
HWM
836
Hemington Wealth Management
Virginia
$908K -$15.8K -54 -2%
KWA
837
Kingswood Wealth Advisors
California
$907K +$907K +2,828 New
VI
838
Versor Investments
New York
$906K +$906K +3,100 New
HFM
839
Harvest Fund Management
China
$901K -$332K -1,135 -27%
SCM
840
Suvretta Capital Management
New York
$897K – – –
SSWM
841
Smith Salley Wealth Management
North Carolina
$892K +$1.75K +6 +0.2%
AC
842
Avestar Capital
New York
$887K +$33K +113 +4%
DGAM
843
Desjardins Global Asset Management
Quebec, Canada
$882K -$221K -755 -20%
VVP
844
Venture Visionary Partners
Ohio
$881K -$11.4K -39 -1%
FNT
845
First National Trust
Pennsylvania
$880K +$118K +403 +15%
AFG
846
Albion Financial Group
Utah
$877K – – –
PIMJS
847
PKO Investment Management Joint-Stock
Poland
$877K +$292K +1,000 +50%
OTPPB
848
Ontario Teachers' Pension Plan Board
Ontario, Canada
$863K +$210K +718 +32%
WA
849
Wealth Alliance
New York
$860K -$144K -492 -14%
AG
850
Ascent Group
Virginia
$853K -$247K -908 -22%
32 33
34
35 36