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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
Ameriprise
Minnesota
$889M
3
Morgan Stanley
Morgan Stanley
New York
$1.56B
4
Jennison Associates
Jennison Associates
New York
$1.18B
5
Citadel Advisors
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
926
Freedom Investment Management
Connecticut
$465K -$4.25K -16 -0.9%
PNC
927
Park National Corp
Ohio
$464K -$133K -500 -22%
PHIC
928
Pine Haven Investment Counsel
Massachusetts
$464K +$13.3K +50 +3%
RWPA
929
Richard W. Paul & Associates
Michigan
$462K +$462K +1,742 New
MSFS
930
Main Street Financial Solutions
Pennsylvania
$462K -$19.4K -73 -4%
FFN
931
Focus Financial Network
Minnesota
$454K +$1.33K +5 +0.3%
BFO
932
Biltmore Family Office
North Carolina
$454K +$28.9K +109 +7%
FBB
933
Fulton Breakefield Broenniman
Maryland
$450K +$22.6K +85 +5%
AWM
934
Avior Wealth Management
Nebraska
$450K – – –
GL
935
Graypoint LLC
New York
$447K +$111K +417 +33%
MOS
936
MGO One Seven
Ohio
$446K -$1.27M -4,787 -74%
MCCA
937
Mill Creek Capital Advisors
Pennsylvania
$446K +$446K +1,679 New
FHC
938
First Heartland Consultants
Missouri
$443K +$16.7K +63 +4%
AAP
939
Arax Advisory Partners
Colorado
$443K -$46.7K -176 -10%
JF
940
Jump Financial
Illinois
$442K -$6.47M -24,393 -94%
CI
941
CX Institutional
Indiana
$441K +$441K +1,663 New
RMDI
942
R.M. Davis Inc
Maine
$439K -$54.9K -207 -11%
WWM
943
Windsor Wealth Management
Indiana
$439K -$270 -1 -0.1%
WPC
944
Waters Parkerson & Co
Louisiana
$439K – – –
CQS
945
Credential Qtrade Securities
$438K -$6.63K -25 -1%
SFI
946
SPC Financial Inc
Maryland
$438K – – –
PP
947
Pegasus Partners
Wisconsin
$437K +$437K +1,648 New
ESCM
948
Echo Street Capital Management
New York
$433K -$239K -901 -36%
TIMH
949
Tilt Investment Management Holdings
New York
$432K +$432K +1,628 New
FC
950
FORA Capital
Florida
$430K -$3.57M -13,446 -89%
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