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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 %
TPWA
1101
TRUE Private Wealth Advisors
Oregon
$379K -$2.05K -6 -0.5%
SN
1102
Sittner & Nelson
Oregon
$379K +$14K +41 +4%
BWA
1103
BDO Wealth Advisors
Florida
$379K +$17.4K +51 +5%
JWCA
1104
J.W. Coons Advisors
Ohio
$378K +$10.3K +30 +3%
QPWM
1105
Quadrant Private Wealth Management
Pennsylvania
$376K +$6.84K +20 +2%
KA
1106
Kovack Advisors
Florida
$374K +$34.5K +101 +10%
LSA
1107
Lion Street Advisors
Texas
$374K +$374K +1,035 New
FP
1108
Financial Perspectives
Minnesota
$373K – – –
IA
1109
Inspire Advisors
Idaho
$373K +$41.4K +121 +12%
LC
1110
Lindbrook Capital
California
$372K +$14.4K +42 +4%
PWAC
1111
Private Wealth Advisors (California)
California
$371K – – –
PWM
1112
Prosperity Wealth Management
California
$371K +$371K +1,085 New
FMN
1113
Financial Management Network
California
$370K – – –
HI
1114
Humankind Investments
New York
$366K +$366K +1,070 New
E
1115
Ergoteles
New York
$365K -$44.1K -129 -11%
KFA
1116
Kapstone Financial Advisors
Ohio
$363K -$14.6K -45 -4%
RCA
1117
Resonant Capital Advisors
Wisconsin
$358K +$15K +44 +4%
BFG
1118
Beacon Financial Group
Texas
$358K +$358K +1,057 New
MFA
1119
Mayflower Financial Advisors
Massachusetts
$358K -$3.08K -9 -0.9%
OW
1120
Olistico Wealth
Oklahoma
$357K – – –
GWM
1121
Geneos Wealth Management
Colorado
$357K -$30.4K -89 -8%
SW
1122
SteelPeak Wealth
California
$356K -$8.51M -24,888 -96%
First Manhattan
1123
First Manhattan
New York
$355K -$3.08K -9 -0.9%
EWA
1124
Encompass Wealth Advisors
Oregon
$354K – – –
SAI
1125
Systematic Alpha Investments
New Jersey
$352K – – –
43 44
45
46 47