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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 %
HCMG
876
Howard Capital Management Group
California
$782K -$16.8K -49 -2%
VFA
877
Voya Financial Advisors
Connecticut
$780K -$161K -477 -17%
AWM
878
Avitas Wealth Management
California
$777K -$9.92K -29 -1%
PA
879
Pinnacle Associates
New York
$775K -$5.81K -17 -0.7%
ECM
880
EagleClaw Capital Management
Massachusetts
$769K – – –
CCM
881
Crew Capital Management
Ohio
$768K +$768K +2,246 New
B
882
Bellecapital
Switzerland
$767K – – –
HBT
883
Heartland Bank & Trust
Illinois
$766K +$9.23K +27 +1%
OTPPB
884
Ontario Teachers' Pension Plan Board
Ontario, Canada
$764K +$764K +2,235 New
DI
885
Diligent Investors
California
$764K – – –
CWA
886
CM Wealth Advisors
Ohio
$760K -$5.11M -15,664 -87%
LWMM
887
Legacy Wealth Management (Mississippi)
Mississippi
$756K – – –
SBIA
888
Sheaff Brock Investment Advisors
Indiana
$751K – – –
SM
889
STF Management
Texas
$750K -$592K -1,730 -44%
BL
890
Balentine LLC
Georgia
$747K +$84.1K +246 +13%
GC
891
Gilbert & Cook
Iowa
$744K +$253K +741 +52%
JGGDR
892
JGP Global Gestao de Recursos
Brazil
$744K -$3.52M -10,303 -83%
RIL
893
Rothschild Investment LLC
Illinois
$744K +$38.7K +113 +5%
HI
894
Harrington Investments
California
$737K +$3.76K +11 +0.5%
CI
895
CX Institutional
Indiana
$737K +$195K +571 +36%
WPC
896
Wedmont Private Capital
Pennsylvania
$735K +$89.6K +253 +14%
CB
897
Centennial Bank
Arkansas
$733K -$320K -935 -30%
VNIM
898
Vaughan Nelson Investment Management
Texas
$728K -$1.08M -3,165 -60%
AFT
899
Alpha Family Trust
California
$727K – – –
EWM
900
Endurance Wealth Management
Rhode Island
$726K – – –
34 35
36
37 38