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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 %
IWM
951
IHT Wealth Management
Illinois
$291K +$291K +1,554 New
WA
952
Waverly Advisors
Alabama
$288K +$288K +1,539 New
ANTB
953
AMG National Trust Bank
Colorado
$287K +$48.1K +257 +20%
MMM
954
Mendel Money Management
Illinois
$286K – – –
AMC
955
Asset Management Corp
Illinois
$285K – – –
SB
956
Strategic Blueprint
Georgia
$284K -$55K -293 -16%
SIC
957
SFE Investment Counsel
California
$284K +$375 +2 +0.1%
APA
958
American Portfolios Advisors
New York
$283K +$750 +4 +0.3%
ITFISA
959
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$281K -$281K -1,500 -50%
CA
960
Cullinan Associates
Kentucky
$281K – – –
HWA
961
HCR Wealth Advisors
California
$280K +$23.2K +124 +9%
CG
962
Colony Group
Massachusetts
$279K -$227K -1,212 -45%
TCM
963
Traynor Capital Management
Pennsylvania
$279K -$749 -4 -0.3%
TFGT
964
TS Financial Group (TSFG)
Illinois
$279K – – –
IAG
965
Investmark Advisory Group
Connecticut
$278K +$45.3K +242 +19%
TC
966
TownSquare Capital
Utah
$277K -$9.94M -53,097 -97%
LWAC
967
Laurel Wealth Advisors (California)
California
$277K -$359K -1,912 -56%
SN
968
Sittner & Nelson
Oregon
$275K +$51.5K +275 +23%
Squarepoint
969
Squarepoint
New York
$274K -$14.3M -76,337 -98%
LFAS
970
Level Four Advisory Services
Texas
$274K +$31.5K +168 +13%
PCP
971
Proficio Capital Partners
Massachusetts
$273K +$12.5K +69 +5%
GC
972
Gilbert & Cook
Iowa
$271K +$8.27K +35 +3%
GFP
973
Guardian Financial Partners
California
$270K – – –
CCMD
974
Cypress Capital Management (Delaware)
Delaware
$270K – – –
ACM
975
Advisors Capital Management
New Jersey
$270K +$7.78K +30 +3%
37 38
39
40 41