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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
$466M
2
BlackRock
BlackRock
New York
$5.23B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$730K
2
Fidelity Investments
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
Edgewood Management
Connecticut
$1.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
1026
Triangle Securities Wealth Management
North Carolina
$225K – – –
GDP
1027
Great Diamond Partners
Maine
$225K +$10.1K +54 +5%
BAS
1028
Brown Advisory Securities
Maryland
$223K -$265K -1,419 -54%
GJIC
1029
Gamble Jones Investment Counsel
California
$223K – – –
GKWIM
1030
Gerber Kawasaki Wealth & Investment Management
California
$223K +$9.17K +49 +4%
AWA
1031
Aaron Wealth Advisors
Illinois
$221K +$221K +1,177 New
SWM
1032
Silverlake Wealth Management
Vermont
$219K +$2.62K +14 +1%
YIH
1033
Y-Intercept (HK)
Hong Kong
$218K -$3.38M -18,025 -94%
PCS
1034
Personal CFO Solutions
New Jersey
$216K -$282K -1,505 -57%
RPC
1035
Rossmore Private Capital
Connecticut
$216K – – –
SFG
1036
Synergy Financial Group
California
$215K – – –
GW
1037
GW & Wade
Massachusetts
$215K +$12.2K +65 +6%
Financial Engines Advisors
1038
Financial Engines Advisors
California
$214K +$214K +1,146 New
BWS
1039
Buck Wealth Strategies
Colorado
$213K +$213K +730 New
WP
1040
WMS Partners
Maryland
$213K +$5.07K +27 +2%
HPWM
1041
High Pines Wealth Management
Massachusetts
$212K +$212K +1,130 New
NPF
1042
Norris Perne & French
Michigan
$211K -$11.3K -60 -5%
IAIM
1043
International Assets Investment Management
Florida
$211K +$11.2K +60 +6%
AL
1044
Aspiriant LLC
California
$210K -$3K -16 -1%
IWA
1045
IVC Wealth Advisors
Pennsylvania
$210K -$2.06K -11 -1%
RIM
1046
Redwood Investment Management
Arizona
$210K +$210K +1,119 New
GA
1047
Geller Advisors
New York
$209K +$209K +1,117 New
SOS
1048
Silver Oak Securities
Tennessee
$206K +$206K +705 New
CCFM
1049
Clear Creek Financial Management
Washington
$206K +$13.5K +72 +7%
PNAA
1050
Pictet North America Advisors
Switzerland
$205K +$205K +1,096 New
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