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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 %
SPA
1151
Sherbrooke Park Advisers
New York
$239K +$239K +900 New
YMRC
1152
Yorktown Management & Research Company
Virginia
$239K +$239K +900 New
CAC
1153
Cowen and Company
New York
$237K -$396K -1,494 -63%
QC
1154
Quent Capital
New York
$236K +$101K +381 +75%
LA
1155
LVW Advisors
New York
$236K +$236K +888 New
PWA
1156
Physician Wealth Advisors
Utah
$235K +$235K +909 New
UCMOK
1157
United Capital Management of KS
Kansas
$234K +$234K +882 New
FAG
1158
Fortitude Advisory Group
Washington
$234K +$234K +881 New
SIMG
1159
Sonora Investment Management Group
Arizona
$234K +$234K +880 New
CCA
1160
Cobblestone Capital Advisors
New York
$232K +$232K +876 New
MSAM
1161
Moloney Securities Asset Management
Missouri
$231K -$265K -1,000 -54%
SCA
1162
Southern Capital Advisors
Tennessee
$230K +$230K +867 New
PI
1163
Pachira Investments
California
$230K +$230K +866 New
GB
1164
Goepper Burkhardt
South Carolina
$229K +$229K +864 New
GMA
1165
Glassy Mountain Advisors
Maryland
$229K +$229K +863 New
EWM
1166
Evercore Wealth Management
New York
$228K +$228K +861 New
MA
1167
Mutual Advisors
Nebraska
$228K +$228K +859 New
VA
1168
Valmark Advisers
Ohio
$228K +$228K +859 New
UIA
1169
Ulland Investment Advisors
Minnesota
$227K -$272K -1,025 -54%
CMI
1170
Clare Market Investments
Texas
$227K +$227K +854 New
NAS
1171
Nicolet Advisory Services
Wisconsin
$226K +$226K +871 New
SICM
1172
Sustainable Insight Capital Management
New York
$226K +$226K +853 New
CHP
1173
Cable Hill Partners
Oregon
$225K +$225K +847 New
FAFN
1174
First Affirmative Financial Network
Colorado
$224K +$224K +844 New
WG
1175
Winton Group
United Kingdom
$222K +$222K +837 New
45 46
47
48 49