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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 %
SFO
901
Stokes Family Office
Louisiana
$351K -$21.9K -117 -6%
AWM
902
Axxcess Wealth Management
California
$351K -$750 -4 -0.2%
MSAM
903
Moloney Securities Asset Management
Missouri
$350K +$39.3K +210 +13%
RMDI
904
R.M. Davis Inc
Maine
$349K +$95.5K +509 +38%
MWM
905
Meridian Wealth Management
Kentucky
$346K +$1.31K +7 +0.4%
AAP
906
Arax Advisory Partners
Colorado
$346K +$58.5K +312 +20%
WSTAM
907
Wilbanks Smith & Thomas Asset Management
Virginia
$344K -$4.69K -25 -1%
LSPW
908
Lake Street Private Wealth
Illinois
$344K +$24K +128 +7%
AWM
909
Aries Wealth Management
Maine
$343K +$3.7K +15 +1%
AIC
910
Archer Investment Corporation
Indiana
$342K -$56.6K -302 -14%
BL
911
Balentine LLC
Georgia
$342K +$342K +1,824 New
WMA
912
Wealth Management Associates
New Jersey
$341K +$341K +1,818 New
GWANC
913
Guardian Wealth Advisors (North Carolina)
North Carolina
$340K -$5.81K -31 -2%
MSFS
914
Main Street Financial Solutions
Pennsylvania
$340K -$3.75K -20 -1%
GAA
915
Green Alpha Advisors
Colorado
$339K +$3.94K +21 +1%
RCM
916
RB Capital Management
Nevada
$338K +$562 +3 +0.2%
BFIM
917
Beese Fulmer Investment Management
Ohio
$337K -$29.4K -157 -8%
WPWM
918
Western Pacific Wealth Management
Illinois
$337K – – –
NL
919
Navalign LLC
California
$337K – – –
CCM
920
Cribstone Capital Management
Maine
$337K +$52.6K +281 +18%
PIA
921
Perennial Investment Advisors
California
$336K -$283K -1,509 -46%
FIM
922
Freedom Investment Management
Connecticut
$332K -$40.9K -218 -11%
BS
923
Bessemer Securities
New York
$331K – – –
PCA
924
Personal Capital Advisors
California
$331K +$41.8K +223 +14%
MTIC
925
Missouri Trust & Investment Company
Missouri
$329K – – –
35 36
37
38 39