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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 %
AWM
1001
Avior Wealth Management
Nebraska
$502K – – –
MWM
1002
Modera Wealth Management
New Jersey
$501K +$9.94K +34 +2%
GVAG
1003
Great Valley Advisor Group
Delaware
$501K +$36.5K +125 +8%
CMI
1004
Clare Market Investments
Texas
$500K +$95.3K +326 +24%
PCIA
1005
Prime Capital Investment Advisors
Kansas
$497K +$10.8K +37 +2%
RWPA
1006
Richard W. Paul & Associates
Michigan
$497K -$9.35K -32 -2%
ANTB
1007
AMG National Trust Bank
Colorado
$496K +$10.2K +35 +2%
RCM
1008
RB Capital Management
Nevada
$496K – – –
CT
1009
Chicago Trust
Illinois
$495K -$92.9K -318 -16%
WWM
1010
Windsor Wealth Management
Indiana
$493K – – –
SIS
1011
Strategic Investment Solutions
Illinois
$492K +$484K +1,550 +6,200%
RMDI
1012
R.M. Davis Inc
Maine
$484K -$2.63K -9 -0.5%
IEFM
1013
IQ EQ Fund Management
Ireland
$481K – – –
PCM
1014
Parsons Capital Management
Rhode Island
$481K +$97K +332 +25%
PPP
1015
Private Portfolio Partners
New Jersey
$481K +$1.46K +5 +0.3%
ILI
1016
Invesco LLC (Illinois)
Illinois
$480K -$31.3K -107 -6%
FBB
1017
Fulton Breakefield Broenniman
Maryland
$480K -$1.46K -5 -0.3%
FFS
1018
Founders Financial Securities
Maryland
$476K +$42.1K +144 +10%
PHIC
1019
Pine Haven Investment Counsel
Massachusetts
$475K – – –
IP
1020
Ignite Planners
California
$473K +$473K +1,630 New
MSFS
1021
Main Street Financial Solutions
Pennsylvania
$471K -$20.8K -71 -4%
MG
1022
Mather Group
Illinois
$470K +$133K +456 +40%
CFP
1023
Catalyst Financial Partners
Massachusetts
$469K +$73.9K +253 +19%
AG
1024
Algert Global
California
$468K -$927K -3,170 -66%
CA
1025
Cullinan Associates
Kentucky
$468K – – –
39 40
41
42 43