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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 %
PP
1051
PDS Planning
Ohio
$431K +$73.2K +214 +20%
Wealth Enhancement Advisory Services
1052
Wealth Enhancement Advisory Services
Minnesota
$431K +$21.5K +63 +5%
EFG
1053
Everhart Financial Group
Ohio
$429K +$66K +193 +18%
CIP
1054
Convergence Investment Partners
Florida
$428K +$428K +1,252 New
AR
1055
Advisory Research
Illinois
$427K +$427K +1,249 New
MW
1056
Marcum Wealth
Ohio
$425K -$473K -1,383 -53%
EAMA
1057
EFG Asset Management (Americas)
Florida
$423K -$80K -234 -16%
NGA
1058
Naples Global Advisors
Florida
$423K – – –
ECI
1059
EFG Capital International
Florida
$423K +$423K +1,238 New
CSIC
1060
Clifford Swan Investment Counsel
California
$417K – – –
KP
1061
Keel Point
Alabama
$417K +$55.4K +162 +15%
IAG
1062
Investmark Advisory Group
Connecticut
$415K -$110K -321 -21%
RWA
1063
Ropes Wealth Advisors
Massachusetts
$415K -$1.03K -3 -0.2%
LWM
1064
Laidlaw Wealth Management
New York
$414K -$10.6K -31 -2%
NP
1065
NorthRock Partners
Minnesota
$414K +$3.76K +11 +0.9%
TNA
1066
True North Advisors
Texas
$413K +$101K +296 +32%
PCI
1067
Planning Center Inc
Illinois
$413K +$2.39K +7 +0.6%
PWAG
1068
Polaris Wealth Advisory Group
California
$412K +$412K +1,205 New
TWM
1069
Tradition Wealth Management
Minnesota
$412K +$49.9K +146 +14%
PP
1070
Pegasus Partners
Wisconsin
$410K -$75.6K -221 -16%
AA
1071
Apriem Advisors
California
$409K -$7.52K -22 -2%
JSC
1072
Jackson Square Capital
California
$409K -$1.71K -5 -0.4%
RWP
1073
Revolve Wealth Partners
New Jersey
$408K +$34.5K +101 +9%
YC
1074
Yarbrough Capital
Tennessee
$407K +$407K +1,190 New
PVH
1075
Psagot Value Holdings
Israel
$406K +$33.8K +100 +9%
41 42
43
44 45