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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1226
Dupont Capital Management
Delaware
$141K -$58.4K -220 -29%
SIMG
1227
Stephens Investment Management Group
Texas
$135K +$38K +142 +39%
BAM
1228
Byrne Asset Management
New Jersey
$134K +$10.6K +40 +9%
RTC
1229
Riverview Trust Company
Washington
$132K -$17.3K -65 -12%
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$131K +$3.45K +13 +3%
LS
1231
Livforsakringsbolaget Skandia
Sweden
$128K – – –
AWM
1232
Abound Wealth Management
Tennessee
$126K +$3.72K +14 +3%
KFP
1233
KB Financial Partners
New Jersey
$126K +$3.18K +12 +3%
WWP
1234
WR Wealth Planners
Missouri
$126K +$531 +2 +0.4%
SAM
1235
S.A. Mason
Michigan
$123K +$123K +465 New
SC
1236
Seldon Capital
California
$123K – – –
FMII
1237
Farmers & Merchants Investments Inc
Nebraska
$123K – – –
BCM
1238
Blume Capital Management
California
$122K – – –
BFEC
1239
Benjamin F. Edwards & Company
Missouri
$120K -$140K -528 -54%
CWP
1240
Concord Wealth Partners
Virginia
$106K +$106K +401 New
CWC
1241
Carolinas Wealth Consulting
North Carolina
$102K +$5.57K +21 +6%
ACM
1242
Adalta Capital Management
New York
$100K – – –
TSW
1243
Thompson Siegel & Walmsley
Virginia
$98K – – –
LFG
1244
Larson Financial Group
Missouri
$96.9K +$32.9K +124 +51%
SWM
1245
Sugarloaf Wealth Management
Georgia
$96.6K -$10.4K -39 -10%
JWM
1246
Janiczek Wealth Management
Colorado
$94.6K +$29.8K +116 +46%
CA
1247
Clearstead Advisors
Ohio
$93.7K -$35.8K -135 -28%
PMFA
1248
Plante Moran Financial Advisors
Michigan
$88.1K -$9.02K -34 -9%
FPFS
1249
First Personal Financial Services
North Carolina
$86K – – –
BWA
1250
Boulder Wealth Advisors
Colorado
$84K +$84K +315 New
48 49
50
51 52