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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 %
PWP
851
Private Wealth Partners
California
$851K – – –
ECM
852
Evergreen Capital Management
Washington
$850K -$31.6K -108 -4%
LIM
853
Leavell Investment Management
Alabama
$849K +$1.75K +6 +0.2%
SVWAG
854
Sound View Wealth Advisors Group
Georgia
$843K -$2.05K -7 -0.2%
SC
855
Scotia Capital
Ontario, Canada
$839K -$107K -367 -11%
OHIS
856
Oak Harvest Investment Services
Texas
$826K +$258K +882 +45%
CCA
857
Checchi Capital Advisers
California
$820K -$26.9K -92 -3%
QI
858
Qtron Investments
Massachusetts
$814K -$229K -784 -22%
FHA
859
Flagship Harbor Advisors
Massachusetts
$813K +$33K +113 +4%
SS
860
Sunbelt Securities
Texas
$813K +$4.68K +16 +0.6%
GIA
861
Gladstone Institutional Advisory
Florida
$811K -$14.6K -50 -2%
LOIM
862
Liberty One Investment Management
Illinois
$808K -$17.2K -59 -2%
GBWM
863
Granite Bay Wealth Management
New Hampshire
$807K +$807K +2,583 New
MW
864
Marcum Wealth
Ohio
$800K +$437K +1,494 +120%
IIL
865
Insight Inv LLC
California
$798K – – –
TIA
866
Tiemann Investment Advisors
California
$792K -$30.7K -105 -4%
CFGS
867
Concourse Financial Group Securities
Alabama
$788K -$62.6K -214 -7%
CGL
868
Clarius Group LLC
Washington
$779K -$189K -647 -20%
FUBT
869
First United Bank & Trust
Maryland
$775K +$53.5K +183 +7%
FMLI
870
Fukoku Mutual Life Insurance
Japan
$773K +$234K +800 +43%
HCM
871
Hollencrest Capital Management
California
$772K -$18.7K -64 -2%
IFWM
872
Institute for Wealth Management
Colorado
$770K -$7.89K -27 -1%
HBT
873
Heartland Bank & Trust
Illinois
$770K +$115K +395 +18%
BAM
874
Belpointe Asset Management
Nevada
$759K +$62.3K +213 +9%
CGI
875
Comgest Global Investors
France
$758K – – –
33 34
35
36 37