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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 %
AWM
926
Avitas Wealth Management
California
$644K -$20.8K -71 -3%
SBIA
927
Sheaff Brock Investment Advisors
Indiana
$642K – – –
CAM
928
Close Asset Management
United Kingdom
$636K +$421K +1,439 +196%
BL
929
Balentine LLC
Georgia
$634K -$5.26K -18 -0.8%
WPWM
930
Western Pacific Wealth Management
Illinois
$632K +$30.4K +104 +5%
AFP
931
Ausdal Financial Partners
Iowa
$631K +$44.7K +153 +8%
OLVIG
932
Oliver Lagore Vanvalin Investment Group
Michigan
$631K +$631K +2,159 New
JGGDR
933
JGP Global Gestao de Recursos
Brazil
$629K -$6.72K -23 -1%
CTC
934
Central Trust Company
Missouri
$629K -$74K -253 -11%
AA
935
Ancora Advisors
Ohio
$626K -$43.3K -148 -6%
HI
936
Harrington Investments
California
$623K -$7.02K -24 -1%
AFT
937
Alpha Family Trust
California
$621K – – –
FCM
938
Family Capital Management
Michigan
$620K – – –
HWA
939
Heritage Wealth Advisors
Virginia
$618K -$75.4K -258 -11%
IAIM
940
International Assets Investment Management
Florida
$617K +$80.1K +275 +15%
BCM
941
BTC Capital Management
Iowa
$609K -$28.4K -97 -4%
CC
942
Cannell & Co
New York
$607K – – –
DDPIC
943
Deroy & Devereaux Private Investment Counsel
Michigan
$606K – – –
CI
944
CX Institutional
Indiana
$604K -$25.1K -86 -4%
VCA
945
Verdence Capital Advisors
Maryland
$604K -$68.4K -234 -10%
FFA
946
First Foundation Advisors
California
$602K -$2.08M -7,102 -78%
RP
947
Rowlandmiller & Partners
Georgia
$600K -$14.6K -50 -2%
PPC
948
Park Place Capital
Alabama
$599K -$86.2K -295 -13%
BOM
949
Bank of Marin
California
$599K -$21K -72 -3%
BFP
950
Beacon Financial Planning
Massachusetts
$597K – – –
36 37
38
39 40