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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 %
TCA
1076
Transcend Capital Advisors
New Jersey
$287K +$287K +1,083 New
QPWM
1077
Quadrant Private Wealth Management
Pennsylvania
$287K +$287K +1,081 New
AWA
1078
Arkadios Wealth Advisors
Georgia
$287K +$287K +1,081 New
HKIMG
1079
Hutchens & Kramer Investment Management Group
Indiana
$286K -$63.4K -239 -18%
KP
1080
Keel Point
Alabama
$286K +$286K +1,076 New
JWCA
1081
J.W. Coons Advisors
Ohio
$285K +$531 +2 +0.2%
PWP
1082
Principle Wealth Partners
Connecticut
$284K -$796 -3 -0.3%
VDI
1083
Vaughan David Investments
Illinois
$283K +$283K +1,065 New
First Manhattan
1084
First Manhattan
New York
$282K +$163K +613 +136%
CI
1085
Carroll Investors
South Carolina
$282K +$282K +1,056 New
BCA
1086
Bay Colony Advisors
Massachusetts
$281K +$281K +1,060 New
RPWA
1087
Regent Peak Wealth Advisors
Georgia
$281K +$281K +1,058 New
BWA
1088
BDO Wealth Advisors
Florida
$280K – – –
TWM
1089
Tradition Wealth Management
Minnesota
$279K +$5.58K +21 +2%
GWP
1090
Gateway Wealth Partners
Wisconsin
$278K +$278K +1,048 New
OW
1091
Olistico Wealth
Oklahoma
$277K +$277K +1,045 New
EP
1092
Eudaimonia Partners
Tennessee
$277K -$7.96K -30 -3%
CFP
1093
Catalyst Financial Partners
Massachusetts
$275K +$275K +1,037 New
EWA
1094
Encompass Wealth Advisors
Oregon
$275K +$275K +1,035 New
RCA
1095
Resonant Capital Advisors
Wisconsin
$274K +$274K +1,033 New
ACM
1096
Advisors Capital Management
New Jersey
$274K -$1.86K -7 -0.7%
LC
1097
Lindbrook Capital
California
$273K -$242K -913 -47%
SAI
1098
Systematic Alpha Investments
New Jersey
$273K +$273K +1,029 New
SPM
1099
Symmetry Peak Management
Pennsylvania
$273K +$273K +1,027 New
MFA
1100
Mayflower Financial Advisors
Massachusetts
$272K +$272K +1,026 New
42 43
44
45 46