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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 %
RWM
926
Ritholtz Wealth Management
New York
$329K +$23K +123 +8%
MWM
927
Modera Wealth Management
New Jersey
$326K +$7.69K +41 +2%
AG
928
Ascent Group
Virginia
$326K +$63.9K +259 +24%
FFN
929
Focus Financial Network
Minnesota
$320K +$6K +32 +2%
PHIC
930
Pine Haven Investment Counsel
Massachusetts
$319K +$7.51K +40 +2%
AWM
931
Avior Wealth Management
Nebraska
$317K +$36.1K +193 +13%
CQS
932
Credential Qtrade Securities
$314K +$201K +1,070 +177%
CTC
933
Central Trust Company
Missouri
$313K -$74.5K -397 -19%
OPS
934
Orion Portfolio Solutions
Nebraska
$312K -$1.97M -10,530 -86%
Credit Agricole
935
Credit Agricole
France
$312K -$181K -965 -37%
FPAS
936
Focus Partners Advisor Solutions
Missouri
$312K -$12K -64 -4%
JWCA
937
J.W. Cole Advisors
Florida
$311K -$55.3K -295 -15%
WPC
938
Waters Parkerson & Co
Louisiana
$310K – – –
SFI
939
SPC Financial Inc
Maryland
$309K – – –
WWM
940
Windsor Wealth Management
Indiana
$307K +$1.7K +9 +0.6%
FBB
941
Fulton Breakefield Broenniman
Maryland
$302K +$36.5K +195 +14%
EAMA
942
EFG Asset Management (Americas)
Florida
$300K -$1.31K -7 -0.4%
RMC
943
Resources Management Corp
Connecticut
$300K – – –
BFO
944
Biltmore Family Office
North Carolina
$300K +$33.7K +180 +13%
CSWM
945
Cassady Schiller Wealth Management
Ohio
$296K +$14.3K +76 +5%
BWP
946
BSW Wealth Partners
Colorado
$296K +$58.9K +314 +25%
CA
947
Cambridge Advisors
Nebraska
$294K – – –
DBRC
948
D.B. Root & Company
Pennsylvania
$293K +$293K +1,568 New
BP
949
Ballentine Partners
Massachusetts
$292K +$59.5K +317 +26%
C
950
Certuity
Florida
$291K +$291K +1,550 New
36 37
38
39 40