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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 %
SMA
1101
Sage Mountain Advisors
Georgia
$366K +$26.3K +90 +8%
LSA
1102
Lion Street Advisors
Texas
$365K +$62.6K +214 +21%
NGA
1103
Naples Global Advisors
Florida
$360K -$1.46K -5 -0.4%
GW
1104
GW & Wade
Massachusetts
$357K +$57.2K +196 +19%
CSIC
1105
Clifford Swan Investment Counsel
California
$357K – – –
GSEP
1106
Golden State Equity Partners
California
$355K +$177K +604 +99%
KP
1107
Keel Point
Alabama
$355K -$1.46K -5 -0.4%
IAG
1108
Investmark Advisory Group
Connecticut
$355K -$585 -2 -0.2%
SFO
1109
Stokes Family Office
Louisiana
$354K +$17.2K +59 +5%
PCI
1110
Planning Center Inc
Illinois
$353K – – –
SQA
1111
Simon Quick Advisors
New Jersey
$353K +$353K +1,206 New
ACM
1112
Advisors Capital Management
New Jersey
$351K +$17.9K +61 +5%
YC
1113
Yarbrough Capital
Tennessee
$348K – – –
EAMA
1114
EFG Asset Management (Americas)
Florida
$348K -$14.3K -49 -4%
PWP
1115
Principle Wealth Partners
Connecticut
$347K +$10.8K +37 +3%
CMS
1116
Capital Market Strategies
Florida
$346K +$50.1K +174 +17%
AA
1117
Apriem Advisors
California
$346K -$3.51K -12 -1%
NP
1118
NorthRock Partners
Minnesota
$345K -$8.48K -29 -2%
LWM
1119
LJI Wealth Management
Indiana
$345K -$54.7K -187 -14%
RWA
1120
Ropes Wealth Advisors
Massachusetts
$343K -$11.4K -39 -3%
BS
1121
Bessemer Securities
New York
$343K -$212K -726 -38%
LJHT
1122
Laurie J. Hall Trustee
$343K – – –
VC
1123
Veery Capital
Delaware
$343K – – –
RWP
1124
Revolve Wealth Partners
New Jersey
$341K -$7.6K -26 -2%
BHCM
1125
Brevan Howard Capital Management
Jersey
$341K +$341K +1,165 New
43 44
45
46 47