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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
Ameriprise
Minnesota
$889M
3
Morgan Stanley
Morgan Stanley
New York
$1.56B
4
Jennison Associates
Jennison Associates
New York
$1.18B
5
Citadel Advisors
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
876
Blue Trust Inc
Georgia
$541K +$163K +871 +43%
GWANC
877
Guardian Wealth Advisors (North Carolina)
North Carolina
$540K +$59.2K +223 +12%
NP
878
NorthRock Partners
Minnesota
$539K +$38.2K +144 +8%
CAM
879
Covenant Asset Management
New Jersey
$536K -$26.5K -100 -5%
OPS
880
Orion Portfolio Solutions
Nebraska
$535K +$93.1K +351 +21%
SF
881
Summit Financial
New Jersey
$535K +$535K +2,015 New
CS
882
Cannell & Spears
New York
$533K – – –
PPP
883
Private Portfolio Partners
New Jersey
$533K -$194K -730 -27%
WIM
884
WealthPlan Investment Management
Nebraska
$533K -$33.3K -136 -6%
FB
885
Fulton Bank
Pennsylvania
$532K +$265 +1 +0%
PIMJS
886
PKO Investment Management Joint-Stock
Poland
$531K -$531K -2,000 -50%
PA
887
Pinnacle Associates
New York
$530K +$27.1K +102 +5%
SWS
888
SYSTM Wealth Solutions
Illinois
$525K +$525K +1,980 New
SWM
889
SeaCrest Wealth Management
New York
$525K +$5.84K +22 +1%
EI
890
Ellevest Inc
New York
$525K +$26.3K +99 +5%
IAIM
891
International Assets Investment Management
Florida
$525K +$226K +851 +76%
WP
892
WealthPLAN Partners
Nebraska
$524K +$524K +2,173 New
MCM
893
Manchester Capital Management
Vermont
$524K +$5.31K +20 +1%
FCBT
894
First Citizens Bank & Trust
North Carolina
$523K -$68.5K -258 -12%
MMA
895
Miracle Mile Advisors
California
$521K +$796 +3 +0.2%
FCM
896
Family Capital Management
Michigan
$520K +$520K +1,960 New
TFS
897
TrustCore Financial Services
Tennessee
$518K -$3.98K -15 -0.8%
ECM
898
EagleClaw Capital Management
Massachusetts
$517K – – –
CW
899
Connectus Wealth
Ohio
$515K -$4.78K -18 -0.9%
SFO
900
Stokes Family Office
Louisiana
$512K +$14.9K +56 +3%
34 35
36
37 38