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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 %
PVH
901
Psagot Value Holdings
Israel
$698K +$343K +1,157 +96%
HCS
902
Himension Capital (Singapore)
Singapore
$696K +$696K +2,381 New
WPC
903
Wedmont Private Capital
Pennsylvania
$696K +$84.5K +287 +14%
RIL
904
Rothschild Investment LLC
Illinois
$694K +$57.9K +198 +9%
DZ Bank
905
DZ Bank
Germany
$693K -$24.8M -84,915 -97%
WPW
906
Waldron Private Wealth
Pennsylvania
$684K -$20.2K -69 -3%
DWT
907
Dorsey & Whitney Trust
South Dakota
$683K -$355K -1,215 -34%
VCM
908
Virtue Capital Management
Tennessee
$682K – – –
IAS
909
Insigneo Advisory Services
Florida
$675K +$55.2K +189 +9%
DWA
910
Douglass Winthrop Advisors
New York
$675K -$95K -325 -12%
PA
911
Pinnacle Associates
New York
$673K +$10.2K +35 +2%
WA
912
Wambolt & Associates
Colorado
$670K -$52.2K -177 -7%
HCMG
913
Howard Capital Management Group
California
$668K – – –
FB
914
Fulton Bank
Pennsylvania
$663K -$6.72K -23 -1%
CPIG
915
Chicago Partners Investment Group
Illinois
$663K -$47.7K -175 -7%
MC
916
Martin Currie
United Kingdom
$662K +$98.8K +338 +18%
OWM
917
OneAscent Wealth Management
Alabama
$660K -$45.3K -155 -6%
B
918
Bellecapital
Switzerland
$659K +$2.63K +9 +0.4%
ECM
919
EagleClaw Capital Management
Massachusetts
$658K – – –
EB
920
Eastern Bank
Massachusetts
$656K +$656K +2,244 New
MOS
921
MGO One Seven
Ohio
$654K -$71.3K -244 -10%
DI
922
Diligent Investors
California
$653K – – –
VEA
923
Virtus ETF Advisers
New York
$648K -$112K -384 -15%
LWMM
924
Legacy Wealth Management (Mississippi)
Mississippi
$646K – – –
VFA
925
Voya Financial Advisors
Connecticut
$644K -$38.2K -129 -6%
35 36
37
38 39