ISRG icon

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 %
MCWS
1201
McKinley Carter Wealth Services
West Virginia
$284K – – –
BFG
1202
Beacon Financial Group
Texas
$284K -$47K -150 -14%
MA
1203
MONECO Advisors
Connecticut
$284K +$2.34K +8 +0.8%
WANY
1204
Wealthspire Advisors (New York)
New York
$284K +$39.2K +134 +16%
AIM
1205
Acropolis Investment Management
Missouri
$283K – – –
D
1206
Diversified
Delaware
$283K – – –
CAM
1207
Concorde Asset Management
Michigan
$282K +$67.2K +230 +31%
9WM
1208
9258 Wealth Management
Ohio
$281K -$877 -3 -0.3%
MAG
1209
Mokosak Advisory Group
Iowa
$280K +$88.9K +304 +46%
MPWT
1210
MassMutual Private Wealth & Trust
Connecticut
$279K +$15.8K +54 +6%
IIM
1211
Ipswich Investment Management
Massachusetts
$278K – – –
WAS
1212
WESPAC Advisors SoCal
California
$273K +$877 +3 +0.3%
BCA
1213
Bay Colony Advisors
Massachusetts
$270K +$33K +113 +14%
NWM
1214
Northwest Wealth Management
Iowa
$269K +$292 +1 +0.1%
AW
1215
Avion Wealth
Texas
$268K +$292 +1 +0.1%
DP
1216
Dearborn Partners
Illinois
$268K -$24.3K -83 -8%
FWM
1217
Finer Wealth Management
Massachusetts
$267K – – –
MIM
1218
Morningstar Investment Management
Illinois
$265K – – –
PRS
1219
Pinkerton Retirement Specialists
Idaho
$263K -$176K -601 -40%
VWA
1220
Visionary Wealth Advisors
Illinois
$263K – – –
W
1221
WealthOne
New York
$263K -$2.63K -9 -1%
NAMP
1222
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$263K – – –
PI
1223
Parkside Investments
Illinois
$263K – – –
CSI
1224
Cross Staff Investments
New York
$263K – – –
VC
1225
Vicus Capital
Pennsylvania
$263K +$263K +900 New
47 48
49
50 51