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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 %
BFO
1026
Biltmore Family Office
North Carolina
$467K +$21.9K +75 +5%
EFS
1027
Essex Financial Services
Connecticut
$467K +$88.9K +304 +24%
WPC
1028
Waters Parkerson & Co
Louisiana
$466K -$16.6K -57 -3%
FBFS
1029
First Business Financial Services
Wisconsin
$465K +$17.2K +59 +4%
1W
1030
1776 Wealth
Georgia
$465K – – –
CW
1031
CreativeOne Wealth
Kansas
$459K -$506K -1,733 -52%
SFI
1032
SPC Financial Inc
Maryland
$459K – – –
CSWM
1033
Cassady Schiller Wealth Management
Ohio
$459K +$18.7K +64 +4%
LFA
1034
Legacy Financial Advisors
Kentucky
$455K +$585 +2 +0.1%
WA
1035
Waverly Advisors
Alabama
$454K – – –
GL
1036
Graypoint LLC
New York
$453K -$3.8K -13 -0.8%
SWM
1037
Silverlake Wealth Management
Vermont
$452K +$111K +380 +33%
AWA
1038
Aaron Wealth Advisors
Illinois
$449K -$5.85K -20 -1%
RWP
1039
RWA Wealth Partners
Massachusetts
$449K +$274K +938 +157%
FAIM
1040
Financial Advocates Investment Management
Washington
$447K +$9.06K +31 +2%
OMC
1041
Old Mission Capital
Illinois
$445K -$516K -1,764 -54%
PCP
1042
Proficio Capital Partners
Massachusetts
$440K +$24.8K +85 +6%
IAN
1043
Integrated Advisors Network
Texas
$439K +$6.43K +22 +1%
TFGT
1044
TS Financial Group (TSFG)
Illinois
$437K – – –
IA
1045
IFP Advisors
Florida
$435K -$9.35K -32 -2%
PWMAG
1046
Pinnacle Wealth Management Advisory Group
New Jersey
$432K +$26K +89 +6%
CA
1047
Cambridge Advisors
Nebraska
$432K – – –
FPAS
1048
Focus Partners Advisor Solutions
Missouri
$432K -$3.22K -11 -0.7%
GAA
1049
Green Alpha Advisors
Colorado
$426K -$111K -379 -21%
PP
1050
Pegasus Partners
Wisconsin
$426K +$75.4K +258 +22%
40 41
42
43 44