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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
+$292M
2
BlackRock
BlackRock
New York
+$277M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$190M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$131M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
-$643M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$219M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$153M
5
Edgewood Management
Edgewood Management
Connecticut
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
851
Heritage Trust
Oklahoma
$428K +$18.8K +100 +5%
HSA
852
HBK Sorce Advisory
Pennsylvania
$427K +$59.6K +318 +16%
Nomura Holdings
853
Nomura Holdings
Japan
$423K -$244K -1,303 -37%
PNC
854
Park National Corp
Ohio
$422K -$66K -352 -14%
FUBT
855
First United Bank & Trust
Maryland
$420K +$749 +4 +0.2%
FCBT
856
First Citizens Bank & Trust
North Carolina
$418K -$73.3K -391 -15%
AT
857
Arden Trust
Delaware
$417K -$5.81K -31 -1%
CF
858
Copperwynd Financial
Arizona
$416K +$2.81K +15 +0.7%
FWM
859
Foresight Wealth Management
Utah
$416K +$28.8K +154 +7%
LWMM
860
Legacy Wealth Management (Mississippi)
Mississippi
$414K +$14.1K +75 +4%
MC
861
Maverick Capital
Texas
$413K +$413K +2,202 New
ECM
862
Evergreen Capital Management
Washington
$411K +$374 +2 +0.1%
SBIA
863
Sheaff Brock Investment Advisors
Indiana
$408K – – –
HCM
864
Hodges Capital Management
Texas
$407K -$673K -3,591 -62%
GFP
865
Gryphon Financial Partners
Ohio
$405K +$8.63K +46 +2%
QC
866
Quadrature Capital
United Kingdom
$404K -$11.5M -61,468 -97%
BTI
867
Blue Trust Inc
Georgia
$404K +$93.4K +466 +30%
HI
868
Harrington Investments
California
$402K – – –
CAM
869
Covenant Asset Management
New Jersey
$398K -$17.5K -93 -4%
EWM
870
Endurance Wealth Management
Rhode Island
$398K – – –
MIM
871
Moseley Investment Management
Florida
$391K +$116K +618 +42%
SAM
872
Strategy Asset Managers
California
$391K +$142K +758 +57%
CC
873
Cannell & Co
New York
$389K – – –
WPC
874
Wedmont Private Capital
Pennsylvania
$388K +$388K +2,072 New
VFA
875
Values First Advisors
Tennessee
$382K +$45.8K +244 +14%
33 34
35
36 37