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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 %
WAS
1101
WESPAC Advisors SoCal
California
$272K – – –
SFG
1102
Synergy Financial Group
California
$269K -$35.8K -135 -12%
SFA
1103
Souders Financial Advisors
Ohio
$269K +$269K +1,012 New
PAM
1104
Palisade Asset Management
Minnesota
$268K +$268K +1,009 New
HI
1105
Hendershot Investments
Virginia
$267K – – –
PPW
1106
Parcion Private Wealth
Washington
$266K +$266K +1,004 New
HH
1107
Hilltop Holdings
Texas
$266K -$817K -3,078 -75%
AI
1108
Accredited Investors
Minnesota
$266K +$266K +1,003 New
DP
1109
Dearborn Partners
Illinois
$266K -$24.1K -91 -8%
AF
1110
Advisornet Financial
Minnesota
$266K +$111K +420 +72%
LFM
1111
LGT Fund Management
Liechtenstein
$265K +$265K +1,000 New
AA
1112
Alta Advisers
United Kingdom
$265K – – –
WMC
1113
Westwood Management Corporation
Illinois
$265K +$265K +1,000 New
AIA
1114
AIMZ Investment Advisors
California
$263K +$263K +990 New
D
1115
Diversified
Delaware
$261K +$261K +984 New
9WM
1116
9258 Wealth Management
Ohio
$261K +$261K +982 New
SMWM
1117
Silvia McColl Wealth Management
California
$259K +$259K +977 New
FWCM
1118
Ferguson Wellman Capital Management
Oregon
$259K +$259K +977 New
TWA
1119
TCI Wealth Advisors
Arizona
$258K +$35.6K +134 +16%
MCWS
1120
McKinley Carter Wealth Services
West Virginia
$258K +$258K +972 New
LFA
1121
Legacy Financial Advisors
Kentucky
$258K +$258K +971 New
NHT
1122
New Hampshire Trust
New Hampshire
$258K +$258K +971 New
CG
1123
Clifford Group
Massachusetts
$257K +$257K +969 New
KA
1124
Kovack Advisors
Florida
$257K -$103K -390 -29%
LA
1125
LexAurum Advisors
Kansas
$257K +$257K +967 New
43 44
45
46 47