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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 %
LJHT
1076
Laurie J. Hall Trustee
$402K – – –
VC
1077
Veery Capital
Delaware
$401K -$16.8K -49 -4%
CA
1078
Callahan Advisors
Texas
$400K -$29.1K -85 -7%
TSS
1079
Two Sigma Securities
New York
$400K -$1.05M -3,063 -72%
SWM
1080
Silverlake Wealth Management
Vermont
$399K – – –
CA
1081
Clearstead Advisors
Ohio
$398K +$124K +362 +45%
SMA
1082
Sage Mountain Advisors
Georgia
$398K -$3.08K -9 -0.8%
MS
1083
Mizuho Securities
Japan
$397K -$185K -540 -32%
GDP
1084
Great Diamond Partners
Maine
$397K +$15K +44 +4%
SFO
1085
Stokes Family Office
Louisiana
$394K +$12.7K +37 +3%
MG
1086
Mather Group
Illinois
$394K +$30.1K +88 +8%
PWP
1087
Principle Wealth Partners
Connecticut
$394K – – –
VWM
1088
Vigilare Wealth Management
Arizona
$393K – – –
AF
1089
Advisornet Financial
Minnesota
$392K -$15.7K -46 -4%
CAMG
1090
CWA Asset Management Group
Florida
$392K +$110K +323 +39%
Financial Engines Advisors
1091
Financial Engines Advisors
California
$392K +$7.52K +22 +2%
BTI
1092
Blue Trust Inc
Georgia
$391K -$120K -468 -23%
CW
1093
Channel Wealth
California
$389K +$93.7K +274 +32%
ACM
1094
Advisors Capital Management
New Jersey
$389K +$26.7K +78 +7%
HPWM
1095
High Pines Wealth Management
Massachusetts
$389K – – –
T
1096
TOBAM
France
$388K +$198K +580 +105%
TSWM
1097
Triangle Securities Wealth Management
North Carolina
$386K – – –
NPF
1098
Norris Perne & French
Michigan
$385K – – –
RPC
1099
Rossmore Private Capital
Connecticut
$385K -$10.3K -30 -3%
DBRC
1100
D.B. Root & Company
Pennsylvania
$383K -$117K -343 -23%
42 43
44
45 46