ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
1051
Kapstone Financial Advisors
Ohio
$304K +$304K +1,167 New
HPWM
1052
High Pines Wealth Management
Massachusetts
$300K +$265 +1 +0.1%
TSWM
1053
Triangle Securities Wealth Management
North Carolina
$300K -$18.6K -70 -6%
GA
1054
Geller Advisors
New York
$300K +$3.45K +13 +1%
CCFM
1055
Clear Creek Financial Management
Washington
$299K +$7.43K +28 +3%
NPF
1056
Norris Perne & French
Michigan
$299K – – –
TPWA
1057
TRUE Private Wealth Advisors
Oregon
$298K +$13.8K +52 +5%
FMN
1058
Financial Management Network
California
$297K +$297K +1,100 New
GA
1059
GraniteShares Advisors
New York
$297K -$57.8K -218 -16%
BFM
1060
Boothbay Fund Management
New York
$296K +$296K +1,115 New
VPP
1061
Vertex Planning Partners
Illinois
$296K +$296K +1,114 New
MG
1062
Mather Group
Illinois
$295K -$43.8K -165 -13%
MS
1063
Mizuho Securities
Japan
$295K +$227K +855 +335%
CMS
1064
Capital Market Strategies
Florida
$294K -$23.9K -90 -8%
PWM
1065
Purus Wealth Management
California
$292K -$210K -790 -42%
DGAM
1066
Desjardins Global Asset Management
Quebec, Canada
$292K +$4.51K +17 +2%
IWA
1067
IVC Wealth Advisors
Pennsylvania
$292K -$5.04K -19 -2%
RB
1068
Renasant Bank
Mississippi
$291K +$291K +1,098 New
WP
1069
WMS Partners
Maryland
$291K -$10.1K -38 -3%
PNAA
1070
Pictet North America Advisors
Switzerland
$291K – – –
PCS
1071
Personal CFO Solutions
New Jersey
$289K -$16.2K -61 -5%
FP
1072
Financial Perspectives
Minnesota
$289K – – –
MS
1073
Maven Securities
Jersey
$289K -$1.54M -5,819 -84%
EF
1074
Empowered Funds
Pennsylvania
$289K +$289K +1,088 New
PWAC
1075
Private Wealth Advisors (California)
California
$288K – – –
41 42
43
44 45