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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 %
UWPG
1151
Ullmann Wealth Partners Group
Florida
$337K +$14.4K +42 +4%
WP
1152
WMS Partners
Maryland
$336K +$1.03K +3 +0.3%
BSSFA
1153
Baron Silver Stevens Financial Advisors
Florida
$335K – – –
CWM
1154
Chesapeake Wealth Management
Virginia
$334K +$334K +976 New
SEC
1155
Seven Eight Capital
New York
$333K -$427K -1,249 -56%
GIA
1156
Guyasuta Investment Advisors
Pennsylvania
$333K +$3.76K +11 +1%
MCWS
1157
McKinley Carter Wealth Services
West Virginia
$332K – – –
D
1158
Diversified
Delaware
$331K -$2.05K -6 -0.6%
AIM
1159
Acropolis Investment Management
Missouri
$331K +$6.84K +20 +2%
9WM
1160
9258 Wealth Management
Ohio
$330K -$5.81K -17 -2%
TWA
1161
TCI Wealth Advisors
Arizona
$329K +$8.55K +25 +3%
MA
1162
MONECO Advisors
Connecticut
$329K -$342 -1 -0.1%
GA
1163
GraniteShares Advisors
New York
$329K -$29.4K -86 -8%
MC
1164
Maverick Capital
Texas
$327K +$327K +955 New
GIP
1165
Granite Investment Partners
California
$326K +$10.3K +30 +3%
KLCM
1166
KG&L Capital Management
Louisiana
$325K -$117K -342 -26%
IIM
1167
Ipswich Investment Management
Massachusetts
$325K +$1.71K +5 +0.5%
FMTC
1168
Farmers & Merchants Trust Company
California
$325K +$12.7K +37 +4%
WMA
1169
Wealth Management Associates
New Jersey
$324K -$85.8K -251 -21%
PNAA
1170
Pictet North America Advisors
Switzerland
$323K -$51.3K -150 -14%
ZIC
1171
ZWJ Investment Counsel
Georgia
$323K – – –
TCBWMS
1172
Texas Capital Bank Wealth Management Services
Texas
$322K -$5.47K -16 -2%
LSPW
1173
Lake Street Private Wealth
Illinois
$321K -$19.8K -58 -6%
BEI
1174
Benjamin Edwards Inc
Missouri
$321K +$249K +728 +345%
TA
1175
TFB Advisors
Kansas
$319K +$319K +933 New
45 46
47
48 49