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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 %
MCP
876
Mirador Capital Partners
California
$754K +$78K +267 +12%
KIA
877
KCM Investment Advisors
California
$752K +$8.77K +30 +1%
FFP
878
FourThought Financial Partners
Florida
$751K -$41.8K -143 -5%
CI
879
Conning Inc
Connecticut
$747K -$8.77K -30 -1%
CT
880
Columbia Trust
Oregon
$745K -$2.92K -10 -0.4%
GCM
881
Geneva Capital Management
Wisconsin
$743K -$21.9K -75 -3%
TTWM
882
TCV Trust & Wealth Management
Virginia
$742K – – –
SPWM
883
Schrum Private Wealth Management
Florida
$736K – – –
DIA
884
Dana Investment Advisors
Wisconsin
$735K +$52K +178 +8%
CA
885
Clearstead Advisors
Ohio
$735K +$394K +1,349 +116%
JIC
886
Joel Isaacson & Co
New York
$733K – – –
MIM
887
Moseley Investment Management
Florida
$732K +$26.3K +90 +4%
SRC
888
Stone Run Capital
New York
$731K – – –
CCM
889
CAAS Capital Management
New York
$731K +$731K +2,500 New
PWPS
890
Pinnacle Wealth Planning Services
Ohio
$729K -$27.2K -93 -4%
FIM
891
Freedom Investment Management
Connecticut
$726K +$190K +651 +36%
LG
892
LaFleur & Godfrey
Michigan
$725K -$29.2K -100 -4%
PI
893
PGGM Investments
Netherlands
$724K +$279K +954 +63%
AFG
894
Allegheny Financial Group
Pennsylvania
$718K +$6.14K +21 +0.9%
CCP
895
Clarkston Capital Partners
Michigan
$715K – – –
PWM
896
Purus Wealth Management
California
$712K -$4.68K -16 -0.7%
HIA
897
Harbor Investment Advisory
Maryland
$710K +$116K +396 +19%
AAP
898
Arax Advisory Partners
Colorado
$707K +$442K +1,511 +166%
BTI
899
Blue Trust Inc
Georgia
$702K +$178K +521 +34%
SIG
900
Stonegate Investment Group
Alabama
$701K -$2.34K -8 -0.3%
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36
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