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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Market Value Shares Shares
Change 		Shares
Change %
CT
1201
Cambridge Trust
Massachusetts
$17K 91 +52 +133%
GI
1202
Gradient Investments
Minnesota
$16K 86 – –
HI
1203
Hudock Inc
Pennsylvania
$16K 86 – –
DI
1204
Disciplined Investments
Oklahoma
$16K 87 +6 +7%
CWM
1205
Castle Wealth Management
Florida
$15K 78 -266 -77%
POIA
1206
Pin Oak Investment Advisors
Texas
$15K 81 -135 -63%
RDFA
1207
Ritter Daniher Financial Advisory
Ohio
$15K 78 – –
DFCM
1208
Dark Forest Capital Management
Puerto Rico
$14K 74 +65 +722%
HDIM
1209
Hanson & Doremus Investment Management
Vermont
$13K 69 – –
RA
1210
Rise Advisors
New York
$13K 67 – –
HNWAG
1211
High Net Worth Advisory Group
Florida
$13K 72 – –
HCP
1212
Hexagon Capital Partners
Arkansas
$13K 69 – –
ACM
1213
Absolute Capital Management
Pennsylvania
$13K 69 +69 New
SWM
1214
Selective Wealth Management
Virginia
$11K 57 -150 -72%
MUMSS
1215
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K 60 – –
WOC
1216
West Oak Capital
California
$11K 60 – –
WWM
1217
Wagner Wealth Management
South Carolina
$11K 60 – –
DMKJ
1218
David M. Knott Jr
$11K 61 – –
ANBT
1219
American National Bank & Trust
Texas
$11K 57 +12 +27%
EWM
1220
Evermay Wealth Management
Virginia
$11K 58 +58 New
Parallax Volatility Advisers
1221
Parallax Volatility Advisers
California
$11K 60 +60 New
AA
1222
AlphaMark Advisors
Kentucky
$10K 54 – –
KFI
1223
Key Financial Inc
Pennsylvania
$10K 51 – –
TFP
1224
Tilia Fiduciary Partners
North Carolina
$10K 55 +10 +22%
BA
1225
Bellwether Advisors
Nebraska
$10K 58 +58 New
47 48
49
50 51