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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 %
PI
1001
PGGM Investments
Netherlands
$520K +$520K +1,522 New
IA
1002
IFP Advisors
Florida
$520K -$2.47M -7,223 -83%
IWM
1003
IHT Wealth Management
Illinois
$518K +$24.3K +71 +5%
CSWM
1004
Cassady Schiller Wealth Management
Ohio
$515K +$4.1K +12 +0.8%
MMA
1005
Miracle Mile Advisors
California
$515K +$28K +82 +6%
PRS
1006
Pinkerton Retirement Specialists
Idaho
$514K +$514K +1,502 New
FAIM
1007
Financial Advocates Investment Management
Washington
$512K -$60.9K -178 -11%
TFGT
1008
TS Financial Group (TSFG)
Illinois
$511K +$1.37K +4 +0.3%
FPAS
1009
Focus Partners Advisor Solutions
Missouri
$509K +$9.58K +28 +2%
FFS
1010
Founders Financial Securities
Maryland
$508K +$31.5K +92 +7%
IAN
1011
Integrated Advisors Network
Texas
$506K +$23.9K +70 +5%
CA
1012
Cambridge Advisors
Nebraska
$505K -$31.1K -91 -6%
BMCM
1013
Bryn Mawr Capital Management
Pennsylvania
$498K +$5.47K +16 +1%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$495K -$26K -76 -5%
GFP
1015
Guardian Financial Partners
California
$492K – – –
RA
1016
Riverstone Advisors
Texas
$491K – – –
NFG
1017
Nations Financial Group
Iowa
$488K +$67.4K +197 +16%
Nomura Holdings
1018
Nomura Holdings
Japan
$487K +$487K +1,425 New
WSTAM
1019
Wilbanks Smith & Thomas Asset Management
Virginia
$487K -$1.03K -3 -0.2%
MC
1020
Matisse Capital
Oregon
$487K – – –
PCP
1021
Proficio Capital Partners
Massachusetts
$486K -$19.8K -58 -4%
SIC
1022
SFE Investment Counsel
California
$485K -$41.4K -121 -8%
Empower Advisory Group
1023
Empower Advisory Group
Colorado
$482K -$9.57K -28 -2%
CHP
1024
Cable Hill Partners
Oregon
$481K +$481K +1,408 New
PFA
1025
Pure Financial Advisors
California
$481K +$481K +1,407 New
39 40
41
42 43