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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 %
Empower Advisory Group
1076
Empower Advisory Group
Colorado
$406K -$6.14K -21 -1%
ECA
1077
Elevated Capital Advisors
Utah
$406K -$4.68K -16 -1%
IWM
1078
IHT Wealth Management
Illinois
$404K -$38.3K -131 -9%
WOSD
1079
WFA of San Diego
California
$403K – – –
TCM
1080
Tufton Capital Management
Maryland
$400K +$159K +543 +66%
APP
1081
Avantax Planning Partners
Iowa
$399K +$399K +1,364 New
FMP
1082
Financial Management Professionals
Texas
$398K – – –
TFM
1083
TFC Financial Management
Massachusetts
$398K – – –
TNA
1084
True North Advisors
Texas
$397K +$44.7K +153 +13%
RMC
1085
Resources Management Corp
Connecticut
$395K -$14.6K -50 -4%
PCA
1086
Pallas Capital Advisors
Massachusetts
$393K +$3.1K +12 +0.8%
AR
1087
Advisory Research
Illinois
$390K +$24.6K +84 +7%
SIC
1088
SFE Investment Counsel
California
$388K -$26.3K -90 -6%
T
1089
TOBAM
France
$387K +$55.8K +191 +17%
NAM
1090
NorthCrest Asset Manangement
Minnesota
$387K -$4.68K -16 -1%
HIP
1091
HUB Investment Partners
Texas
$387K +$387K +1,324 New
AWA
1092
Arkadios Wealth Advisors
Georgia
$385K +$89.4K +306 +30%
DFCM
1093
Dark Forest Capital Management
Puerto Rico
$382K +$153K +522 +67%
DWM
1094
Drive Wealth Management
Utah
$381K -$6.72K -23 -2%
PP
1095
PDS Planning
Ohio
$376K +$7.02K +24 +2%
LFAS
1096
Level Four Advisory Services
Texas
$371K -$26.9K -92 -7%
MC
1097
Moors & Cabot
Massachusetts
$371K +$78.9K +270 +27%
ICP
1098
Interchange Capital Partners
Pennsylvania
$368K +$196K +671 +114%
MC
1099
Maverick Capital
Texas
$368K +$88.9K +304 +32%
JSC
1100
Jackson Square Capital
California
$367K +$17.5K +60 +5%
42 43
44
45 46