ISRG icon

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 %
TIAA Trust, National Association
951
TIAA Trust, National Association
North Carolina
$597K +$597K +2,041 New
PIM
952
Penobscot Investment Management
Massachusetts
$596K +$399K +1,365 +202%
JWCA
953
J.W. Cole Advisors
Florida
$596K +$45.6K +156 +8%
SIM
954
Sentry Investment Management
Wisconsin
$596K -$705K -2,411 -54%
AWP
955
Atlas Wealth Partners
Pennsylvania
$596K -$25.9K -100 -4%
CS
956
Cannell & Spears
New York
$588K – – –
NP
957
Ninepoint Partners
Ontario, Canada
$585K +$585K +2,002 New
CI
958
Clal Insurance
Israel
$585K -$293K -1,000 -33%
MCM
959
Manchester Capital Management
Vermont
$579K +$292 +1 +0.1%
IIA
960
IPG Investment Advisors
California
$577K -$150K -512 -21%
PCM
961
Penserra Capital Management
California
$575K -$313K -1,071 -35%
MPPLM
962
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$575K +$70.7K +242 +14%
SWM
963
SeaCrest Wealth Management
New York
$573K +$2.34K +8 +0.4%
GWANC
964
Guardian Wealth Advisors (North Carolina)
North Carolina
$571K +$8.48K +29 +2%
BP
965
Ballentine Partners
Massachusetts
$569K -$9.94K -34 -2%
C
966
Certuity
Florida
$569K +$37.7K +129 +7%
CF
967
Centaurus Financial
California
$569K -$40.7K -139 -7%
ET
968
Equitable Trust
Tennessee
$568K +$55.8K +191 +11%
BCM
969
BlueCrest Capital Management
Jersey
$568K +$568K +1,942 New
FFM
970
Forum Financial Management
Illinois
$567K +$13.7K +47 +2%
MC
971
Machina Capital
France
$566K +$566K +1,938 New
CB
972
Centennial Bank
Arkansas
$565K -$62K -212 -10%
PI
973
PFG Investments
New York
$562K +$7.6K +26 +1%
MMG
974
Monetary Management Group
Missouri
$560K +$42.4K +145 +8%
EI
975
Ellevest Inc
New York
$557K +$20.8K +71 +4%
37 38
39
40 41