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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 %
PCIA
976
Prime Capital Investment Advisors
Kansas
$569K +$569K +1,665 New
ANTB
977
AMG National Trust Bank
Colorado
$569K +$113K +330 +25%
GBT
978
Grove Bank & Trust
Florida
$567K +$331K +969 +141%
WPC
979
Waters Parkerson & Co
Louisiana
$565K -$684 -2 -0.1%
IEFM
980
IQ EQ Fund Management
Ireland
$563K -$137K -402 -20%
FBB
981
Fulton Breakefield Broenniman
Maryland
$563K -$2.39K -7 -0.4%
PPP
982
Private Portfolio Partners
New Jersey
$560K -$49.6K -145 -8%
PHIC
983
Pine Haven Investment Counsel
Massachusetts
$556K -$51.3K -150 -8%
CAG
984
Crestwood Advisors Group
Massachusetts
$554K +$33.5K +98 +6%
I
985
InceptionR
California
$554K +$554K +1,620 New
CA
986
Cullinan Associates
Kentucky
$547K +$34.2K +100 +7%
FCP
987
Fidelis Capital Partners
Florida
$544K +$20.5K +60 +4%
GVAG
988
Great Valley Advisor Group
Delaware
$544K -$197K -575 -27%
1W
989
1776 Wealth
Georgia
$544K +$544K +1,590 New
GP
990
Geneva Partners
Wisconsin
$538K +$538K +1,573 New
SFI
991
SPC Financial Inc
Maryland
$537K -$27.4K -80 -5%
GL
992
Graypoint LLC
New York
$535K +$108K +317 +25%
PCA
993
Pallas Capital Advisors
Massachusetts
$534K +$5.66K +16 +1%
AWA
994
Aaron Wealth Advisors
Illinois
$532K +$60.5K +177 +13%
LFA
995
Legacy Financial Advisors
Kentucky
$532K +$114K +334 +27%
WA
996
Waverly Advisors
Alabama
$531K -$3.42K -10 -0.6%
AWA
997
Arete Wealth Advisors
Illinois
$525K -$51.3K -150 -9%
FBFS
998
First Business Financial Services
Wisconsin
$524K – – –
MMM
999
Mendel Money Management
Illinois
$521K – – –
BFO
1000
Biltmore Family Office
North Carolina
$521K -$57.8K -169 -10%
38 39
40
41 42