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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 %
PWM
851
Purus Wealth Management
California
$838K +$383K +1,120 +84%
HF
852
HRT Financial
New York
$838K +$838K +2,451 New
WA
853
Wambolt & Associates
Colorado
$838K -$89.2K -261 -10%
RWB
854
RMR Wealth Builders
New Jersey
$837K -$600K -1,754 -42%
CCP
855
Clarkston Capital Partners
Michigan
$836K – – –
AFG
856
Allegheny Financial Group
Pennsylvania
$833K -$4.1K -12 -0.5%
HT
857
Headlands Technologies
Illinois
$827K +$827K +2,419 New
MIM
858
Moseley Investment Management
Florida
$825K +$20.5K +60 +3%
OWM
859
OneAscent Wealth Management
Alabama
$825K -$117K -341 -12%
WPW
860
Waldron Private Wealth
Pennsylvania
$824K +$120K +350 +17%
SIG
861
Stonegate Investment Group
Alabama
$823K +$13.7K +40 +2%
CTC
862
Central Trust Company
Missouri
$822K -$66.7K -195 -8%
CPIG
863
Chicago Partners Investment Group
Illinois
$818K -$173K -551 -17%
BCM
864
BTC Capital Management
Iowa
$817K -$82.4K -220 -9%
BAM
865
Belpointe Asset Management
Nevada
$815K -$385K -1,126 -32%
IPAM
866
ICICI Prudential Asset Management
India
$815K +$47.5K +139 +6%
HWA
867
Heritage Wealth Advisors
Virginia
$811K +$4.1K +12 +0.5%
AWP
868
Atlas Wealth Partners
Pennsylvania
$808K – – –
BAAM
869
Baker Avenue Asset Management
California
$807K +$735K +2,149 +1,018%
PPC
870
Park Place Capital
Alabama
$802K -$47.2K -138 -6%
DIA
871
Dana Investment Advisors
Wisconsin
$799K -$14.4K -42 -2%
MCP
872
Mirador Capital Partners
California
$791K – – –
VCA
873
Verdence Capital Advisors
Maryland
$786K -$303K -885 -28%
FB
874
Fulton Bank
Pennsylvania
$784K +$22.9K +67 +3%
AA
875
Ancora Advisors
Ohio
$783K +$2.74K +8 +0.4%
33 34
35
36 37