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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 %
BOM
901
Bank of Marin
California
$726K -$17.1K -50 -2%
IAS
902
Insigneo Advisory Services
Florida
$726K -$44.5K -130 -6%
FCM
903
Family Capital Management
Michigan
$725K +$63.6K +186 +10%
RP
904
Rowlandmiller & Partners
Georgia
$719K +$55.7K +163 +8%
CF
905
Centaurus Financial
California
$713K -$1.43M -4,176 -67%
CC
906
Cannell & Co
New York
$710K – – –
DDPIC
907
Deroy & Devereaux Private Investment Counsel
Michigan
$708K +$708K +2,072 New
TF
908
TIAA FSB
Florida
$707K -$173K -506 -20%
WPWM
909
Western Pacific Wealth Management
Illinois
$703K +$22.2K +65 +3%
OQS
910
Occudo Quantitative Strategies
Florida
$701K +$701K +2,049 New
BFP
911
Beacon Financial Planning
Massachusetts
$699K – – –
HIA
912
Harbor Investment Advisory
Maryland
$696K -$98.1K -287 -12%
SAM
913
Strategy Asset Managers
California
$692K +$28.7K +84 +4%
CS
914
Cannell & Spears
New York
$687K – – –
CT
915
Chicago Trust
Illinois
$687K +$166K +485 +32%
AFP
916
Ausdal Financial Partners
Iowa
$686K -$174K -510 -20%
PA
917
Procyon Advisors
Connecticut
$684K +$684K +2,001 New
PIMJS
918
PKO Investment Management Joint-Stock
Poland
$684K -$513K -1,500 -43%
VCM
919
Virtue Capital Management
Tennessee
$682K -$58.4K -175 -8%
MSAM
920
Moloney Securities Asset Management
Missouri
$677K +$48.6K +142 +8%
BP
921
Ballentine Partners
Massachusetts
$677K +$66K +193 +11%
MCM
922
Manchester Capital Management
Vermont
$677K +$2.05K +6 +0.3%
FCBT
923
First Citizens Bank & Trust
North Carolina
$671K -$30.1K -88 -4%
QT
924
Quantbot Technologies
New York
$669K -$6.55M -19,142 -91%
PIA
925
Perennial Investment Advisors
California
$667K +$17.1K +50 +3%
35 36
37
38 39