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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 %
TWA
1076
TCI Wealth Advisors
Arizona
$157K -$2.99K -16 -2%
PCC
1077
Park Circle Company
Maryland
$150K – – –
C
1078
Covestor
United Kingdom
$146K +$71.7K +383 +96%
ARMT
1079
Amica Retiree Medical Trust
Rhode Island
$145K -$72.7K -388 -33%
DCM
1080
Dupont Capital Management
Delaware
$141K – – –
KLWA
1081
Kelly Lawrence W & Associates
California
$137K – – –
NIM
1082
NuWave Investment Management
New Jersey
$136K -$199K -1,060 -59%
BLC
1083
Brown, Lisle/Cummings
Rhode Island
$136K – – –
M
1084
MOTCO
Texas
$130K – – –
DAC
1085
Dividend Assets Capital
South Carolina
$129K – – –
PB
1086
Pinnacle Bancorp
Nebraska
$125K +$49.5K +264 +66%
TPCW
1087
TD Private Client Wealth
New York
$124K +$9.56K +51 +8%
WPA
1088
West Paces Advisors
Georgia
$122K – – –
HI
1089
Harbour Investments
Wisconsin
$121K – – –
SMG
1090
Spectrum Management Group
Indiana
$121K – – –
BWM
1091
BerganKDV Wealth Management
Minnesota
$117K -$5.61K -30 -5%
TSWM
1092
Tyler-Stone Wealth Management
Ohio
$116K – – –
GWS
1093
Glassman Wealth Services
Virginia
$116K +$9.02K +48 +8%
LTI
1094
Laffer Tengler Investments
Tennessee
$116K – – –
EW
1095
Evoke Wealth
California
$115K -$26.7K -142 -19%
TC
1096
Trust Company
Kansas
$115K – – –
ST
1097
Smithfield Trust
Pennsylvania
$115K – – –
CFO
1098
CVA Family Office
Colorado
$114K -$7.9K -42 -6%
PTC
1099
Private Trust Company
Ohio
$113K -$3.37K -18 -3%
MPWT
1100
MassMutual Private Wealth & Trust
Connecticut
$111K +$57.9K +310 +109%
42 43
44
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