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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 %
ECA
1026
Elevated Capital Advisors
Utah
$481K +$27.7K +81 +6%
AC
1027
Allstate Corporation
Illinois
$479K – – –
RMC
1028
Resources Management Corp
Connecticut
$479K -$44.5K -130 -8%
PWMAG
1029
Pinnacle Wealth Management Advisory Group
New Jersey
$475K +$18.8K +55 +4%
CMI
1030
Clare Market Investments
Texas
$473K +$473K +1,384 New
WOSD
1031
WFA of San Diego
California
$472K – – –
LWM
1032
LJI Wealth Management
Indiana
$468K -$2.05K -6 -0.4%
CG
1033
Colony Group
Massachusetts
$467K -$4.78K -14 -1%
FMP
1034
Financial Management Professionals
Texas
$466K +$1.03K +3 +0.2%
LFAS
1035
Level Four Advisory Services
Texas
$466K +$1.71K +5 +0.4%
GWP
1036
Gateway Wealth Partners
Wisconsin
$465K +$54.7K +160 +13%
TFM
1037
TFC Financial Management
Massachusetts
$465K -$36.2K -106 -7%
CFP
1038
Catalyst Financial Partners
Massachusetts
$463K +$84.1K +246 +22%
CCFM
1039
Clear Creek Financial Management
Washington
$462K -$45.1K -132 -9%
B
1040
Bailard
California
$460K – – –
NAM
1041
NorthCrest Asset Manangement
Minnesota
$458K -$53.3K -156 -10%
AWM
1042
Axxcess Wealth Management
California
$457K -$31.5K -92 -6%
MSS
1043
Mitchell Sinkler & Starr
Pennsylvania
$457K +$15.4K +45 +3%
SP
1044
Symmetry Partners
Connecticut
$455K – – –
DWM
1045
Drive Wealth Management
Utah
$454K +$3.08K +9 +0.7%
PCM
1046
Parsons Capital Management
Rhode Island
$449K – – –
GKWIM
1047
Gerber Kawasaki Wealth & Investment Management
California
$446K -$5.13K -15 -1%
EFS
1048
Essex Financial Services
Connecticut
$442K -$514K -1,503 -54%
JF
1049
Jump Financial
Illinois
$437K -$30.8K -90 -7%
HWA
1050
HCR Wealth Advisors
California
$436K -$12K -35 -3%
40 41
42
43 44