ISRG icon

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
951
Financial Advocates Investment Management
Washington
$430K +$430K +1,622 New
MWM
952
Modera Wealth Management
New Jersey
$425K -$36.1K -136 -8%
RMC
953
Resources Management Corp
Connecticut
$425K – – –
PCA
954
Personal Capital Advisors
California
$420K -$48.6K -183 -10%
NAG
955
Northstar Advisory Group
New Jersey
$420K +$420K +1,584 New
CA
956
Cambridge Advisors
Nebraska
$416K – – –
CT
957
Chicago Trust
Illinois
$416K -$223K -840 -35%
FPAS
958
Focus Partners Advisor Solutions
Missouri
$414K -$27.3K -103 -6%
WA
959
Waverly Advisors
Alabama
$414K +$6.1K +23 +1%
PP
960
Paloma Partners
Connecticut
$414K -$525K -1,978 -56%
CAG
961
Crestwood Advisors Group
Massachusetts
$414K +$72.7K +274 +21%
CP
962
Covenant Partners
Tennessee
$413K -$216K -815 -34%
SCM
963
Suvretta Capital Management
New York
$411K +$411K +1,550 New
IAN
964
Integrated Advisors Network
Texas
$410K +$35.6K +134 +10%
IAG
965
Investmark Advisory Group
Connecticut
$408K +$13.8K +52 +4%
XT
966
XTX Topco
Cayman Islands
$405K -$778K -2,931 -66%
AMC
967
Asset Management Corp
Illinois
$403K – – –
MMM
968
Mendel Money Management
Illinois
$403K -$2.12K -8 -0.5%
ECM
969
EMC Capital Management
Texas
$398K -$239K -900 -38%
CA
970
Cullinan Associates
Kentucky
$398K – – –
AT
971
Arden Trust
Delaware
$397K -$193K -729 -33%
PCA
972
Pallas Capital Advisors
Massachusetts
$397K -$7.7K -30 -2%
CSWM
973
Cassady Schiller Wealth Management
Ohio
$396K -$22.3K -84 -5%
TFGT
974
TS Financial Group (TSFG)
Illinois
$395K – – –
IWC
975
Integrated Wealth Concepts
Massachusetts
$395K +$52K +196 +15%
37 38
39
40 41