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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1001
LJI Wealth Management
Indiana
$371K +$371K +1,398 New
HFM
1002
Harvest Fund Management
China
$367K +$230K +870 +169%
WOSD
1003
WFA of San Diego
California
$366K – – –
MSS
1004
Mitchell Sinkler & Starr
Pennsylvania
$363K +$18.6K +70 +5%
HWA
1005
HCR Wealth Advisors
California
$362K -$34.2K -129 -9%
GKWIM
1006
Gerber Kawasaki Wealth & Investment Management
California
$361K +$44.3K +167 +14%
KJHP
1007
K.J. Harrison & Partners
Ontario, Canada
$359K -$359K -1,000 -50%
TFM
1008
TFC Financial Management
Massachusetts
$359K – – –
TW
1009
TrinityPoint Wealth
Connecticut
$359K +$359K +1,352 New
RP
1010
Rowlandmiller & Partners
Georgia
$358K – – –
FMP
1011
Financial Management Professionals
Texas
$357K – – –
AWA
1012
Aaron Wealth Advisors
Illinois
$354K +$41.9K +158 +13%
SP
1013
Symmetry Partners
Connecticut
$353K – – –
WANY
1014
Wealthspire Advisors (New York)
New York
$352K +$352K +1,328 New
GRP
1015
Global Retirement Partners
California
$351K -$35K -132 -9%
LFAS
1016
Level Four Advisory Services
Texas
$350K -$38.5K -145 -10%
PCM
1017
Parsons Capital Management
Rhode Island
$349K -$2.39K -9 -0.7%
FFS
1018
Founders Financial Securities
Maryland
$349K +$1.86K +7 +0.5%
DWM
1019
Drive Wealth Management
Utah
$348K +$348K +1,312 New
CA
1020
Callahan Advisors
Texas
$345K – – –
BCAM
1021
Boston Common Asset Management
Massachusetts
$338K +$6.63K +25 +2%
ECA
1022
Elevated Capital Advisors
Utah
$337K +$337K +1,270 New
HWMT
1023
Heritage Wealth Management (Texas)
Texas
$333K +$333K +1,255 New
BWP
1024
BSW Wealth Partners
Colorado
$333K -$85.7K -323 -20%
LJHT
1025
Laurie J. Hall Trustee
$332K – – –
39 40
41
42 43