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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 %
CAMG
1051
CWA Asset Management Group
Florida
$426K +$90.6K +310 +27%
RCAG
1052
Rehmann Capital Advisory Group
Michigan
$426K +$2.63K +9 +0.6%
BMCM
1053
Bryn Mawr Capital Management
Pennsylvania
$424K -$1.46K -5 -0.3%
EFG
1054
Everhart Financial Group
Ohio
$424K +$57.3K +196 +16%
CFG
1055
Citizens Financial Group
Rhode Island
$423K +$232K +795 +122%
AI
1056
AXS Investments
New York
$423K -$116K -398 -22%
CCFM
1057
Clear Creek Financial Management
Washington
$423K +$27.8K +95 +7%
GFP
1058
Guardian Financial Partners
California
$421K – – –
RA
1059
Riverstone Advisors
Texas
$420K – – –
GWP
1060
Gateway Wealth Partners
Wisconsin
$419K +$21.3K +73 +5%
MSS
1061
Mitchell Sinkler & Starr
Pennsylvania
$417K +$26.3K +90 +7%
MC
1062
Matisse Capital
Oregon
$416K – – –
WSTAM
1063
Wilbanks Smith & Thomas Asset Management
Virginia
$416K -$585 -2 -0.1%
MMC
1064
Mizuho Markets Cayman
Cayman Islands
$415K +$415K +1,421 New
NFG
1065
Nations Financial Group
Iowa
$414K -$2.92K -10 -0.7%
MMA
1066
Miracle Mile Advisors
California
$411K -$29.2K -100 -7%
NB
1067
NBT Bank
New York
$410K +$410K +1,404 New
TWM
1068
Tradition Wealth Management
Minnesota
$410K +$57.8K +198 +16%
WWM
1069
Wolff Wiese Magana
California
$410K +$405K +1,385 +8,147%
AC
1070
Allstate Corporation
Illinois
$409K – – –
PFA
1071
Pure Financial Advisors
California
$409K -$2.63K -9 -0.6%
EBA
1072
Eagle Bay Advisors
New York
$409K +$113K +386 +38%
CCA
1073
Childress Capital Advisors
Texas
$409K +$409K +1,398 New
GKWIM
1074
Gerber Kawasaki Wealth & Investment Management
California
$407K +$26K +89 +7%
VSQM
1075
V-Square Quantitative Management
Illinois
$407K +$161K +551 +65%
41 42
43
44 45