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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 %
WAS
1176
WESPAC Advisors SoCal
California
$318K -$6.84K -20 -2%
HI
1177
Harbour Investments
Wisconsin
$318K +$27.4K +80 +9%
NWM
1178
Northwest Wealth Management
Iowa
$315K -$342 -1 -0.1%
QC
1179
Quent Capital
New York
$314K +$14.4K +42 +5%
AWM
1180
Aries Wealth Management
Maine
$314K -$60.5K -177 -16%
AW
1181
Avion Wealth
Texas
$313K +$4.77K +14 +2%
FWM
1182
Finer Wealth Management
Massachusetts
$313K – – –
W
1183
WealthOne
New York
$311K – – –
AAP
1184
Arax Advisory Partners
Colorado
$310K -$146K -426 -32%
MIM
1185
Morningstar Investment Management
Illinois
$310K +$310K +908 New
LAM
1186
L2 Asset Management
Massachusetts
$308K +$22.2K +65 +8%
MPWT
1187
MassMutual Private Wealth & Trust
Connecticut
$308K +$53K +155 +21%
VWA
1188
Visionary Wealth Advisors
Illinois
$308K – – –
YMRC
1189
Yorktown Management & Research Company
Virginia
$308K – – –
PI
1190
Parkside Investments
Illinois
$308K – – –
CSI
1191
Cross Staff Investments
New York
$308K – – –
NAMP
1192
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$308K – – –
CG
1193
Clarus Group
Texas
$306K -$168K -490 -35%
ECG
1194
Edge Capital Group
Georgia
$303K -$4.79K -14 -2%
CIS
1195
Continental Investors Services
Washington
$302K +$302K +906 New
BHPW
1196
Beverly Hills Private Wealth
California
$300K +$300K +970 New
CCA
1197
Cobblestone Capital Advisors
New York
$300K – – –
FWP
1198
FAS Wealth Partners
Kansas
$299K +$8.89K +26 +3%
EW
1199
Evoke Wealth
California
$299K +$299K +873 New
FAG
1200
Fortitude Advisory Group
Washington
$298K -$3.42K -10 -1%
46 47
48
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