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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 %
GB
1201
Goepper Burkhardt
South Carolina
$295K – – –
GMA
1202
Glassy Mountain Advisors
Maryland
$295K +$295K +863 New
DFG
1203
Delta Financial Group
New Jersey
$295K +$295K +862 New
TW
1204
TrinityPoint Wealth
Connecticut
$295K +$2.74K +8 +0.9%
MFG
1205
Magnus Financial Group
New York
$295K +$25K +73 +9%
EWM
1206
Evercore Wealth Management
New York
$294K – – –
SFC
1207
Strategic Financial Concepts
Texas
$294K +$1.37K +4 +0.5%
TAM
1208
Trillium Asset Management
Massachusetts
$294K +$294K +861 New
WI
1209
WrapManager Inc
California
$293K -$16.4K -48 -5%
CT
1210
Coastline Trust
Rhode Island
$292K +$292K +855 New
CWP
1211
Concord Wealth Partners
Virginia
$292K +$110K +323 +61%
TPCW
1212
TD Private Client Wealth
New York
$291K +$38.3K +112 +15%
FAFN
1213
First Affirmative Financial Network
Colorado
$291K -$342 -1 -0.1%
BHB
1214
Bank Hapoalim BM
Israel
$290K – – –
KWM
1215
Kolinsky Wealth Management
New Jersey
$290K +$290K +856 New
UIA
1216
Ulland Investment Advisors
Minnesota
$289K – – –
EGM
1217
Engineers Gate Manager
New York
$289K -$630K -1,841 -69%
VSQM
1218
V-Square Quantitative Management
Illinois
$288K +$17.1K +50 +6%
RF
1219
Rollins Financial
Georgia
$288K +$288K +842 New
ALAM
1220
Asahi Life Asset Management
Japan
$287K -$455K -1,330 -61%
PVI
1221
Pine Valley Investments
New Jersey
$287K +$1.37K +4 +0.5%
GSIAS
1222
Garden State Investment Advisory Services
New Jersey
$287K +$287K +839 New
WFMPM
1223
Woodley Farra Manion Portfolio Management
Indiana
$287K +$287K +839 New
PWA
1224
Physician Wealth Advisors
Utah
$286K -$19.5K -58 -6%
WANY
1225
Wealthspire Advisors (New York)
New York
$286K +$286K +836 New
47 48
49
50 51