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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 %
BWP
1101
Baldwin Wealth Partners
Massachusetts
$110K -$257K -1,375 -70%
AF
1102
Advisornet Financial
Minnesota
$109K -$26.6K -142 -20%
O
1103
OrbiMed
New York
$107K +$10.4K +55,500 +11%
SBL
1104
Sargent Bickham Lagudis
Colorado
$106K +$91.7K +489 +643%
RTC
1105
Riverview Trust Company
Washington
$105K +$67.2K +359 +178%
CA
1106
Crewe Advisors
Utah
$103K +$27.9K +148 +37%
HFM
1107
Harvest Fund Management
China
$97K -$39.7K -211 -29%
VC
1108
Vestor Capital
Illinois
$97K – – –
WBC
1109
West Branch Capital
Massachusetts
$97K +$97K +520 New
WB
1110
West Bancorporation
Iowa
$95K -$15K -80 -14%
QC
1111
Quent Capital
New York
$95K +$20.8K +111 +28%
CA
1112
Clearstead Advisors
Ohio
$91K -$16.8K -90 -16%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$90K -$356K -1,900 -80%
PFBT
1114
Parkside Financial Bank & Trust
Missouri
$90K -$11.4K -61 -11%
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K -$245K -1,048 -73%
WWP
1116
WR Wealth Planners
Missouri
$88.5K -$750 -4 -0.8%
KFP
1117
KB Financial Partners
New Jersey
$87K -$15.8K -84 -15%
BAM
1118
Byrne Asset Management
New Jersey
$87K -$5.63K -30 -6%
SC
1119
Seldon Capital
California
$87K – – –
FMII
1120
Farmers & Merchants Investments Inc
Nebraska
$87K +$6.21K +33 +8%
AWM
1121
Abound Wealth Management
Tennessee
$86.6K +$86.6K +462 New
BCM
1122
Blume Capital Management
California
$86K – – –
First Manhattan
1123
First Manhattan
New York
$84K – – –
NR
1124
Newfound Research
Massachusetts
$78K -$187 -1 -0.2%
BBHC
1125
Brown Brothers Harriman & Co
New York
$78K +$31.3K +167 +67%
43 44
45
46 47