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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 %
HI
1126
Humankind Investments
New York
$339K +$26.3K +90 +8%
WMA
1127
Wealth Management Associates
New Jersey
$338K +$60.8K +208 +22%
GDP
1128
Great Diamond Partners
Maine
$337K -$2.05K -7 -0.6%
CANY
1129
Caxton Associates (New York)
New York
$336K -$2.59M -8,849 -88%
WB
1130
WesBanco Bank
West Virginia
$335K +$116K +397 +53%
PWM
1131
Prosperity Wealth Management
California
$335K +$17.5K +60 +6%
VFA
1132
Values First Advisors
Tennessee
$333K -$182K -623 -35%
HIIFS
1133
Harel Insurance Investments & Financial Services
Israel
$332K -$558K -1,884 -63%
AAM
1134
Alphadyne Asset Management
New York
$332K +$332K +1,135 New
TPWA
1135
TRUE Private Wealth Advisors
Oregon
$331K +$7.31K +25 +2%
CIM
1136
Contravisory Investment Management
Massachusetts
$331K +$331K +1,132 New
OCBCO
1137
Oversea-Chinese Banking Corp (OCBC)
Singapore
$329K +$117K +401 +55%
RPC
1138
Rossmore Private Capital
Connecticut
$329K – – –
NPF
1139
Norris Perne & French
Michigan
$329K – – –
CW
1140
Channel Wealth
California
$328K -$4.38K -15 -1%
UWPG
1141
Ullmann Wealth Partners Group
Florida
$328K +$39.8K +136 +14%
SP
1142
Symmetry Partners
Connecticut
$328K -$61K -209 -16%
KFA
1143
Kapstone Financial Advisors
Ohio
$328K – – –
DBRC
1144
D.B. Root & Company
Pennsylvania
$328K +$292 +1 +0.1%
ZIC
1145
ZWJ Investment Counsel
Georgia
$326K +$50K +171 +18%
TPCW
1146
TD Private Client Wealth
New York
$326K +$77.2K +264 +31%
SN
1147
Sittner & Nelson
Oregon
$324K – – –
BEI
1148
Benjamin Edwards Inc
Missouri
$324K +$49.9K +171 +18%
CCG
1149
Cypress Capital Group
Florida
$324K +$324K +1,107 New
HPWM
1150
High Pines Wealth Management
Massachusetts
$323K -$9.36K -32 -3%
44 45
46
47 48