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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 %
SWM
926
SeaCrest Wealth Management
New York
$667K -$5.81K -17 -0.9%
OHIS
927
Oak Harvest Investment Services
Texas
$664K -$4.35M -12,734 -87%
MC
928
Martin Currie
United Kingdom
$659K +$659K +1,927 New
GWANC
929
Guardian Wealth Advisors (North Carolina)
North Carolina
$659K +$48.6K +142 +8%
CW
930
Connectus Wealth
Ohio
$651K -$21.2K -62 -3%
BS
931
Bessemer Securities
New York
$650K -$103K -300 -14%
PI
932
PFG Investments
New York
$649K +$21.2K +62 +3%
WC
933
Waterloo Capital
Texas
$648K +$89.9K +263 +16%
FFM
934
Forum Financial Management
Illinois
$648K -$11.3K -33 -2%
JWCA
935
J.W. Cole Advisors
Florida
$644K -$115K -335 -15%
TIMH
936
Tilt Investment Management Holdings
New York
$638K – – –
BCM
937
Brookstone Capital Management
Illinois
$637K +$3.31K +10 +0.5%
AI
938
AXS Investments
New York
$631K -$1.64M -4,803 -72%
FMLI
939
Fukoku Mutual Life Insurance
Japan
$630K -$74.9K -219 -11%
IAIM
940
International Assets Investment Management
Florida
$630K -$83.4K -244 -12%
GAA
941
Green Alpha Advisors
Colorado
$628K +$39.3K +115 +7%
EI
942
Ellevest Inc
New York
$627K -$38.6K -113 -6%
FIM
943
Freedom Investment Management
Connecticut
$626K +$39.7K +116 +7%
C
944
Certuity
Florida
$622K -$81.4K -238 -12%
WA
945
Wealth Architects
California
$620K -$684 -2 -0.1%
QAM
946
Q3 Asset Management
Michigan
$619K +$619K +1,815 New
HT
947
Heritage Trust
Oklahoma
$616K – – –
NL
948
Navalign LLC
California
$615K – – –
AP
949
AtonRa Partners
Switzerland
$607K -$119K -348 -16%
MMG
950
Monetary Management Group
Missouri
$605K – – –
36 37
38
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