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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 %
CS
876
Cannell & Spears
New York
$377K – – –
FB
877
Fulton Bank
Pennsylvania
$375K -$6.37K -34 -2%
KJHP
878
K.J. Harrison & Partners
Ontario, Canada
$375K +$375K +2,000 New
WPW
879
Waldron Private Wealth
Pennsylvania
$373K +$35.7K +191 +11%
PCA
880
Pallas Capital Advisors
Massachusetts
$369K -$5.43M -23,198 -94%
AAS
881
Ameritas Advisory Services
Nebraska
$369K +$25.5K +136 +7%
TFS
882
TrustCore Financial Services
Tennessee
$369K +$68.1K +363 +23%
MMA
883
Miracle Mile Advisors
California
$368K +$368K +1,961 New
SC
884
Savant Capital
Illinois
$367K -$26.4K -141 -7%
SWM
885
SeaCrest Wealth Management
New York
$367K -$13.7K -73 -4%
CW
886
Connectus Wealth
Ohio
$367K – – –
KPWS
887
Kestra Private Wealth Services
Texas
$367K +$101K +539 +38%
ECM
888
EagleClaw Capital Management
Massachusetts
$366K – – –
MCM
889
Manchester Capital Management
Vermont
$366K – – –
LC
890
Lindbrook Capital
California
$364K +$7.31K +39 +2%
IP
891
Investment Partners
Ohio
$362K +$362K +1,931 New
GRP
892
Global Retirement Partners
California
$359K -$1.82M -7,362 -83%
FRM
893
Fox Run Management
Connecticut
$358K -$272K -1,452 -43%
WA
894
Wealth Alliance
New York
$357K -$128K -682 -26%
PWM
895
Purus Wealth Management
California
$355K +$938 +5 +0.3%
PA
896
Pinnacle Associates
New York
$355K +$107K +570 +43%
NP
897
NorthRock Partners
Minnesota
$354K -$36.8K -196 -9%
FFM
898
Forum Financial Management
Illinois
$354K +$354K +1,891 New
UIA
899
Ulland Investment Advisors
Minnesota
$353K -$8.45K -45 -2%
EI
900
Ellevest Inc
New York
$352K +$24K +128 +7%
34 35
36
37 38