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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 %
QPWM
1176
Quadrant Private Wealth Management
Pennsylvania
$298K -$23.4K -80 -7%
WC
1177
Waterloo Capital
Texas
$298K -$256K -877 -46%
FTWA
1178
Fifth Third Wealth Advisors
Ohio
$298K +$127K +433 +74%
CL
1179
Choreo LLC
Illinois
$297K +$88.9K +304 +43%
SFA
1180
Souders Financial Advisors
Ohio
$297K +$1.46K +5 +0.5%
SFG
1181
Synergy Financial Group
California
$296K – – –
LA
1182
LexAurum Advisors
Kansas
$295K +$78.6K +269 +36%
LFM
1183
LGT Fund Management
Liechtenstein
$295K -$2.06M -7,000 -88%
PAM
1184
Palisade Asset Management
Minnesota
$295K – – –
PPW
1185
Parcion Private Wealth
Washington
$293K – – –
LAM
1186
L2 Asset Management
Massachusetts
$293K -$1.27M -733 -81%
LSPW
1187
Lake Street Private Wealth
Illinois
$293K +$14.8K +50 +5%
AI
1188
Accredited Investors
Minnesota
$293K – – –
QC
1189
Quent Capital
New York
$293K +$24.8K +85 +9%
AA
1190
Alta Advisers
United Kingdom
$292K – – –
DLG
1191
Daniel L. Goodwin
$292K +$117K +400 +67%
JAG
1192
Journey Advisory Group
Kentucky
$291K -$292 -1 -0.1%
GWM
1193
Geneos Wealth Management
Colorado
$291K -$13.7K -47 -5%
BBHC
1194
Brown Brothers Harriman & Co
New York
$291K +$188K +644 +182%
VWM
1195
Vigilare Wealth Management
Arizona
$291K -$44.7K -153 -13%
IWA
1196
IVC Wealth Advisors
Pennsylvania
$291K – – –
EP
1197
Eudaimonia Partners
Tennessee
$290K -$2.92K -10 -1%
AIA
1198
AIMZ Investment Advisors
California
$289K – – –
NHT
1199
New Hampshire Trust
New Hampshire
$286K -$8.48K -29 -3%
GIA
1200
Guyasuta Investment Advisors
Pennsylvania
$285K – – –
46 47
48
49 50