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 %
PIA
976
Perennial Investment Advisors
California
$556K -$14.6K -50 -3%
CW
977
Connectus Wealth
Ohio
$553K -$3.22K -11 -0.6%
MMM
978
Mendel Money Management
Illinois
$552K +$107K +365 +24%
TIMH
979
Tilt Investment Management Holdings
New York
$546K – – –
WA
980
Wealth Architects
California
$545K +$14.9K +51 +3%
GRP
981
Global Retirement Partners
California
$538K +$48.5K +167 +10%
BTWM
982
Baker Tilly Wealth Management
Wisconsin
$535K -$1.02M -3,489 -66%
CWM
983
Chesapeake Wealth Management
Virginia
$527K +$242K +828 +85%
NL
984
Navalign LLC
California
$526K – – –
FHC
985
First Heartland Consultants
Missouri
$526K +$29.2K +100 +6%
PP
986
Patron Partners
Texas
$522K +$9.65K +33 +2%
EG
987
Ellerson Group
Maryland
$517K – – –
FFN
988
Focus Financial Network
Minnesota
$516K +$18.1K +62 +4%
CP
989
Covenant Partners
Tennessee
$514K – – –
JF
990
Jump Financial
Illinois
$514K +$140K +480 +38%
MTIC
991
Missouri Trust & Investment Company
Missouri
$513K – – –
PNC
992
Park National Corp
Ohio
$512K – – –
FCP
993
Fidelis Capital Partners
Florida
$510K +$44.7K +153 +10%
GFP
994
Gryphon Financial Partners
Ohio
$509K -$7.31K -25 -1%
AP
995
AtonRa Partners
Switzerland
$507K -$11.7K -40 -2%
AAS
996
Ameritas Advisory Services
Nebraska
$507K +$284K +1,007 +128%
Impax Asset Management Group
997
Impax Asset Management Group
United Kingdom
$507K -$8.77K -30 -2%
CQS
998
Credential Qtrade Securities
$505K +$7.02K +24 +1%
BFIM
999
Beese Fulmer Investment Management
Ohio
$502K +$3.22K +11 +0.6%
HT
1000
Heritage Trust
Oklahoma
$502K -$24K -82 -5%
38 39
40
41 42