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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 %
EG
951
Ellerson Group
Maryland
$605K +$221K +645 +57%
GFP
952
Gryphon Financial Partners
Ohio
$605K -$77.6K -227 -11%
WG
953
Winton Group
United Kingdom
$604K +$684 +2 +0.1%
Impax Asset Management Group
954
Impax Asset Management Group
United Kingdom
$603K +$37.6K +110 +7%
VFA
955
Values First Advisors
Tennessee
$603K -$23.9K -70 -4%
CP
956
Covenant Partners
Tennessee
$602K -$48.9K -143 -8%
MTIC
957
Missouri Trust & Investment Company
Missouri
$600K – – –
PP
958
Patron Partners
Texas
$599K +$92.7K +271 +18%
ET
959
Equitable Trust
Tennessee
$599K +$5.47K +16 +0.9%
PNC
960
Park National Corp
Ohio
$598K – – –
ILI
961
Invesco LLC (Illinois)
Illinois
$598K +$598K +1,749 New
RWPA
962
Richard W. Paul & Associates
Michigan
$592K -$61.9K -181 -9%
MPPLM
963
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$590K +$71.5K +209 +14%
AWM
964
Avior Wealth Management
Nebraska
$587K – – –
BFIM
965
Beese Fulmer Investment Management
Ohio
$584K -$40K -117 -6%
CQS
966
Credential Qtrade Securities
$582K -$20.2K -59 -3%
FFN
967
Focus Financial Network
Minnesota
$582K -$4.45K -13 -0.8%
FHC
968
First Heartland Consultants
Missouri
$581K +$10.3K +30 +2%
MUAMU
969
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$581K -$205K -600 -26%
RCM
970
RB Capital Management
Nevada
$580K -$11.6K -34 -2%
GRP
971
Global Retirement Partners
California
$576K +$114K +332 +25%
WWM
972
Windsor Wealth Management
Indiana
$576K +$46.1K +135 +9%
MSFS
973
Main Street Financial Solutions
Pennsylvania
$576K -$22.9K -67 -4%
MWM
974
Modera Wealth Management
New Jersey
$575K +$19.8K +58 +4%
RMDI
975
R.M. Davis Inc
Maine
$570K +$4.11K +12 +0.7%
37 38
39
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