ISRG icon

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 %
BWP
1126
BSW Wealth Partners
Colorado
$352K -$3.42K -10 -1%
CMS
1127
Capital Market Strategies
Florida
$351K +$351K +1,027 New
GW
1128
GW & Wade
Massachusetts
$351K +$13K +38 +4%
PCIG
1129
Partners Capital Investment Group
Massachusetts
$350K +$350K +1,023 New
IP
1130
Investment Partners
Ohio
$349K +$65.3K +191 +23%
ATPW
1131
Ashton Thomas Private Wealth
Arizona
$348K +$348K +1,018 New
SFG
1132
Synergy Financial Group
California
$347K – – –
EBA
1133
Eagle Bay Advisors
New York
$346K -$16.4K -48 -5%
AWA
1134
Arkadios Wealth Advisors
Georgia
$346K -$4.1K -12 -1%
SFA
1135
Souders Financial Advisors
Ohio
$346K -$342 -1 -0.1%
PAM
1136
Palisade Asset Management
Minnesota
$345K – – –
FWCM
1137
Ferguson Wellman Capital Management
Oregon
$345K +$10.9K +32 +3%
PCS
1138
Personal CFO Solutions
New Jersey
$344K -$35.9K -105 -9%
NHT
1139
New Hampshire Trust
New Hampshire
$344K -$2.05K -6 -0.6%
PPW
1140
Parcion Private Wealth
Washington
$343K – – –
TCA
1141
Transcend Capital Advisors
New Jersey
$343K -$41.7K -122 -11%
AI
1142
Accredited Investors
Minnesota
$343K – – –
EP
1143
Eudaimonia Partners
Tennessee
$342K -$15.7K -46 -4%
AA
1144
Alta Advisers
United Kingdom
$342K – – –
DP
1145
Dearborn Partners
Illinois
$342K +$7.87K +23 +2%
JAG
1146
Journey Advisory Group
Kentucky
$341K +$41K +120 +14%
MC
1147
Moors & Cabot
Massachusetts
$341K -$149K -436 -30%
NAS
1148
Nicolet Advisory Services
Wisconsin
$341K -$10.6K -32 -3%
IWA
1149
IVC Wealth Advisors
Pennsylvania
$340K – – –
AIA
1150
AIMZ Investment Advisors
California
$339K – – –
44 45
46
47 48