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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
Amundi
France
+$292M
2
BlackRock
BlackRock
New York
+$277M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$190M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$131M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
-$643M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$276M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$219M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$153M
5
Edgewood Management
Edgewood Management
Connecticut
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
1001
Rehmann Capital Advisory Group
Michigan
$246K -$5.25K -28 -2%
FFS
1002
Founders Financial Securities
Maryland
$245K -$3.19K -17 -1%
VWM
1003
Vigilare Wealth Management
Arizona
$245K +$16.1K +86 +7%
MW
1004
Marcum Wealth
Ohio
$245K +$39.1K +209 +19%
CA
1005
Callahan Advisors
Texas
$244K – – –
MSS
1006
Mitchell Sinkler & Starr
Pennsylvania
$243K +$14.6K +78 +6%
AWA
1007
Arete Wealth Advisors
Illinois
$243K +$243K +1,297 New
IWC
1008
Integrated Wealth Concepts
Massachusetts
$242K -$54.7K -292 -18%
CAG
1009
Crestwood Advisors Group
Massachusetts
$241K -$5.43K -29 -2%
SIG
1010
Stonegate Investment Group
Alabama
$241K +$241K +1,285 New
MG
1011
Mather Group
Illinois
$240K +$13.5K +72 +6%
GL
1012
Graypoint LLC
New York
$238K -$47.7K -254 -17%
GAM
1013
Griffin Asset Management
New York
$238K – – –
MPPLM
1014
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$236K +$18.7K +100 +9%
VC
1015
Veery Capital
Delaware
$235K -$10.9K -58 -4%
CANY
1016
Caxton Associates (New York)
New York
$234K -$352K -1,882 -60%
LJHT
1017
Laurie J. Hall Trustee
$234K – – –
BCAM
1018
Boston Common Asset Management
Massachusetts
$234K +$3.19K +17 +1%
CIAS
1019
Capital Investment Advisory Services
North Carolina
$233K -$2.44K -13 -1%
LWM
1020
Laidlaw Wealth Management
New York
$233K +$4.13K +22 +2%
NFG
1021
Nations Financial Group
Iowa
$231K +$1.69K +9 +0.7%
RWP
1022
RWA Wealth Partners
Massachusetts
$230K +$230K +1,227 New
TCBWMS
1023
Texas Capital Bank Wealth Management Services
Texas
$227K – – –
CMS
1024
Capital Market Strategies
Florida
$225K -$80.6K -429 -26%
CM
1025
Castleark Management
Illinois
$225K – – –
39 40
41
42 43