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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 %
IP
1176
Investment Partners
Ohio
$220K -$292K -1,101 -57%
DI
1177
DFPG Investments
Utah
$220K +$220K +846 New
MGIM
1178
M&G Investment Management
United Kingdom
$219K +$219K +825 New
SHWM
1179
Smith & Howard Wealth Management
Georgia
$218K +$218K +822 New
TCM
1180
Tufton Capital Management
Maryland
$218K +$218K +820 New
PWLP
1181
Prio Wealth Limited Partnership
Massachusetts
$216K +$216K +813 New
PMG
1182
ProVise Management Group
Florida
$214K +$214K +807 New
FI
1183
Financial Insights
Washington
$214K +$214K +807 New
LAM
1184
L2 Asset Management
Massachusetts
$213K +$213K +801 New
OHWP
1185
Oak Harbor Wealth Partners
North Carolina
$213K +$213K +801 New
PAM
1186
Paradigm Asset Management
New York
$212K +$212K +800 New
AL
1187
Arnhold LLC
New York
$212K +$212K +800 New
PCIA
1188
Prime Capital Investment Advisors
Kansas
$212K +$212K +799 New
KWM
1189
Kingsview Wealth Management
Oregon
$211K +$211K +797 New
JAG
1190
Journey Advisory Group
Kentucky
$211K +$211K +795 New
HI
1191
Harbour Investments
Wisconsin
$211K +$50.7K +191 +32%
TFA
1192
Teamwork Financial Advisors
Texas
$210K -$4.44M -16,727 -95%
HIC
1193
Holderness Investments Company
North Carolina
$209K +$209K +789 New
PP
1194
PDS Planning
Ohio
$209K +$209K +786 New
MC
1195
Middleton & Co
Massachusetts
$208K +$208K +783 New
WI
1196
WrapManager Inc
California
$208K +$208K +785 New
VCP
1197
Verus Capital Partners
Arizona
$208K +$208K +782 New
FNBOO
1198
First National Bank of Omaha
Nebraska
$205K +$205K +773 New
BFA
1199
Bragg Financial Advisors
North Carolina
$202K +$202K +760 New
AWE
1200
Avidian Wealth Enterprises
Texas
$201K +$201K +757 New
46 47
48
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