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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 %
DP
1051
Dearborn Partners
Illinois
$205K -$52.2K -278 -20%
HWMA
1052
Heritage Wealth Management (Arizona)
Arizona
$205K – – –
FP
1053
Financial Perspectives
Minnesota
$204K +$2.06K +11 +1%
PWAC
1054
Private Wealth Advisors (California)
California
$204K – – –
TIAM2
1055
Tru Independence Asset Management 2
Oregon
$204K +$204K +1,087 New
DGAM
1056
Desjardins Global Asset Management
Quebec, Canada
$203K +$5.43K +29 +3%
MAM
1057
Magellan Asset Management
Australia
$202K +$14.4K +77 +8%
EP
1058
Eudaimonia Partners
Tennessee
$201K -$8.42K -45 -4%
JWCA
1059
J.W. Coons Advisors
Ohio
$201K – – –
TPWA
1060
TRUE Private Wealth Advisors
Oregon
$200K – – –
Bank of Montreal
1061
Bank of Montreal
Ontario, Canada
$198K +$25.3K +113,366 +15%
BWA
1062
BDO Wealth Advisors
Florida
$198K – – –
APP
1063
Alpha Paradigm Partners
Illinois
$197K -$683K -3,650 -78%
TWM
1064
Tradition Wealth Management
Minnesota
$193K +$49.8K +266 +35%
HI
1065
Hendershot Investments
Virginia
$189K -$4.7K -25 -2%
AA
1066
Alta Advisers
United Kingdom
$187K +$187K +1,000 New
PWMG
1067
Prestige Wealth Management Group
New Jersey
$185K +$16.7K +89 +10%
BFEC
1068
Benjamin F. Edwards & Company
Missouri
$184K -$693K -3,693 -79%
ECU
1069
Eisler Capital (UK)
United Kingdom
$178K +$178K +949 New
AIM
1070
Acropolis Investment Management
Missouri
$177K – – –
EWA
1071
EverSource Wealth Advisors
Alabama
$174K +$35K +187 +25%
Q
1072
QVR
California
$173K +$173K +921 New
CUAMC
1073
China Universal Asset Management Company
China
$172K -$463K -2,476 -73%
ECG
1074
Edge Capital Group
Georgia
$171K +$5.06K +27 +3%
AW
1075
Avion Wealth
Texas
$169K -$4.13K -22 -2%
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