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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 %
GIA
1126
Guyasuta Investment Advisors
Pennsylvania
$256K +$256K +963 New
KCPG
1127
Kavar Capital Partners Group
Kansas
$253K +$253K +955 New
ZIC
1128
ZWJ Investment Counsel
Georgia
$253K +$253K +952 New
SAS
1129
Sanford Advisory Services
Michigan
$252K +$252K +950 New
AIM
1130
Acropolis Investment Management
Missouri
$252K +$1.06K +4 +0.4%
HHGA
1131
Halbert Hargrove Global Advisors
California
$252K +$252K +949 New
IIM
1132
Ipswich Investment Management
Massachusetts
$251K +$251K +945 New
UWPG
1133
Ullmann Wealth Partners Group
Florida
$251K +$251K +945 New
TCBWMS
1134
Texas Capital Bank Wealth Management Services
Texas
$249K -$71.6K -270 -22%
GA
1135
Greytown Advisors
Florida
$247K +$247K +932 New
MA
1136
MONECO Advisors
Connecticut
$247K +$247K +931 New
IA
1137
Inspire Advisors
Idaho
$247K +$247K +930 New
4WM
1138
44 Wealth Management
Oregon
$247K +$247K +929 New
FWM
1139
Finer Wealth Management
Massachusetts
$244K +$244K +919 New
MW
1140
Marcum Wealth
Ohio
$244K -$104K -391 -30%
TNA
1141
True North Advisors
Texas
$242K +$242K +911 New
PI
1142
PineBridge Investments
New York
$241K -$5.81M -21,897 -96%
W
1143
WealthOne
New York
$241K +$241K +909 New
BSSFA
1144
Baron Silver Stevens Financial Advisors
Florida
$241K +$241K +909 New
FMTC
1145
Farmers & Merchants Trust Company
California
$240K +$240K +906 New
RSS
1146
Rosenblum Silverman Sutton
California
$239K +$239K +900 New
VWA
1147
Visionary Wealth Advisors
Illinois
$239K +$239K +901 New
PI
1148
Parkside Investments
Illinois
$239K +$239K +900 New
CSI
1149
Cross Staff Investments
New York
$239K +$239K +900 New
NAMP
1150
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$239K +$239K +900 New
44 45
46
47 48