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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 %
JWCA
1151
J.W. Coons Advisors
Ohio
$323K – – –
LC
1152
Lindbrook Capital
California
$322K +$4.38K +15 +1%
B
1153
Bailard
California
$320K -$73.1K -250 -19%
FP
1154
Financial Perspectives
Minnesota
$319K – – –
FMN
1155
Financial Management Network
California
$318K -$1.45K -5 -0.5%
TWA
1156
TCI Wealth Advisors
Arizona
$318K +$36.2K +124 +13%
ATPW
1157
Ashton Thomas Private Wealth
Arizona
$318K +$20.2K +69 +7%
PWAC
1158
Private Wealth Advisors (California)
California
$317K – – –
First Manhattan
1159
First Manhattan
New York
$317K +$14.3K +49 +5%
LWM
1160
Laidlaw Wealth Management
New York
$317K -$36.8K -126 -10%
TCA
1161
Transcend Capital Advisors
New Jersey
$316K +$23.1K +79 +8%
KCM
1162
KRS Capital Management
Michigan
$316K +$119K +408 +61%
WIM
1163
WealthPlan Investment Management
Nebraska
$315K +$156K +534 +98%
IA
1164
Inspire Advisors
Idaho
$312K -$6.43K -22 -2%
TA
1165
TFB Advisors
Kansas
$309K +$36.2K +124 +13%
HI
1166
Harbour Investments
Wisconsin
$309K +$37.1K +127 +14%
KA
1167
Kovack Advisors
Florida
$305K -$14.6K -50 -5%
IP
1168
Investment Partners
Ohio
$305K +$6.14K +21 +2%
RCA
1169
Resonant Capital Advisors
Wisconsin
$303K -$3.51K -12 -1%
EWA
1170
Encompass Wealth Advisors
Oregon
$303K – – –
CWM
1171
Connecticut Wealth Management
Connecticut
$302K +$302K +1,035 New
BSSFA
1172
Baron Silver Stevens Financial Advisors
Florida
$302K +$14.9K +51 +5%
TSWM
1173
Triangle Securities Wealth Management
North Carolina
$301K -$29.2K -100 -9%
SAI
1174
Systematic Alpha Investments
New Jersey
$301K – – –
CA
1175
Callahan Advisors
Texas
$298K -$43.8K -150 -13%
45 46
47
48 49