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Intuitive Surgical
ISRG

Overview Fund Activity

1,403 hedge funds and large institutions have $74.7B invested in Intuitive Surgical in 2023 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 520 increasing their positions, 519 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,403
Holders Change
-26
Holders Change %
-1.82%
% of All Funds
22.46%
Holding in Top 10
44
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-22.81%
% of All Funds
0.7%
New
114
Increased
520
Reduced
519
Closed
111
Calls
$804M
Puts
$547M
Net Calls
+$257M
Net Calls Change
-$140M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$262M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$610M
3
BlackRock
BlackRock
New York
$7.39B
4
Renaissance Technologies
Renaissance Technologies
New York
$105M
5
Amundi
Amundi
France
$732M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.84B
2
Citadel Advisors
Citadel Advisors
Florida
$127M
3
Millennium Management
Millennium Management
New York
$132M
4
Edgewood Management
Edgewood Management
Connecticut
$1.55B
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$99.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
926
Pallas Capital Advisors
Massachusetts
$449K -$15.3K -51 -3%
MTIC
927
Missouri Trust & Investment Company
Missouri
$448K – – –
MSFS
928
Main Street Financial Solutions
Pennsylvania
$447K +$2.3K +9 +0.5%
PNC
929
Park National Corp
Ohio
$447K – – –
ET
930
Equitable Trust
Tennessee
$443K -$11K -43 -2%
RCM
931
RB Capital Management
Nevada
$442K -$19.7K -77 -4%
BSAM
932
Blue Square Asset Management
New York
$441K +$441K +1,726 New
GAA
933
Green Alpha Advisors
Colorado
$440K -$14.3K -56 -3%
AWM
934
Avior Wealth Management
Nebraska
$439K +$5.37K +21 +1%
FIM
935
Freedom Investment Management
Connecticut
$438K -$9.71K -38 -2%
FFN
936
Focus Financial Network
Minnesota
$438K +$767 +3 +0.2%
MS
937
Mizuho Securities
Japan
$434K +$151K +590 +53%
MM
938
MQS Management
New York
$434K +$434K +1,698 New
BFO
939
Biltmore Family Office
North Carolina
$433K -$4.6K -18 -1%
AWA
940
Arete Wealth Advisors
Illinois
$430K +$104K +409 +32%
FAIM
941
Financial Advocates Investment Management
Washington
$428K +$13.8K +54 +3%
FHC
942
First Heartland Consultants
Missouri
$427K – – –
AAS
943
Ameritas Advisory Services
Nebraska
$426K -$211K -763 -33%
RMDI
944
R.M. Davis Inc
Maine
$423K – – –
WPC
945
Waters Parkerson & Co
Louisiana
$423K +$511 +2 +0.1%
FBB
946
Fulton Breakefield Broenniman
Maryland
$423K -$11K -43 -3%
Impax Asset Management Group
947
Impax Asset Management Group
United Kingdom
$422K +$422K +1,653 New
SFI
948
SPC Financial Inc
Maryland
$422K – – –
QIM
949
Quantitative Investment Management
Virginia
$421K +$421K +1,650 New
WC
950
Waterloo Capital
Texas
$417K +$417K +1,633 New
36 37
38
39 40