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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
$664M
2
Barclays
Barclays
United Kingdom
$472M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.74B
4
Los Angeles Capital Management
Los Angeles Capital Management
California
$303M
5
Invesco
Invesco
Georgia
$1.2B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.5B
2
Edgewood Management
Edgewood Management
Connecticut
$1.67B
3
SGA
Sustainable Growth Advisers
Connecticut
$437M
4
AIM
Alphinity Investment Management
Australia
$223M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
1226
Graham Capital Management
Connecticut
$285K -$121K -354 -30%
VA
1227
Valmark Advisers
Ohio
$283K -$1.03K -3 -0.4%
TCM
1228
Tufton Capital Management
Maryland
$282K -$5.13K -15 -2%
VCP
1229
Verus Capital Partners
Arizona
$281K -$3.42K -10 -1%
SHWM
1230
Smith & Howard Wealth Management
Georgia
$281K – – –
BCA
1231
Bay Colony Advisors
Massachusetts
$278K -$27.7K -81 -9%
FI
1232
Financial Insights
Washington
$276K – – –
CAG
1233
Csenge Advisory Group
Florida
$276K +$276K +807 New
DCM
1234
Driehaus Capital Management
Illinois
$275K +$275K +803 New
PMG
1235
ProVise Management Group
Florida
$274K – – –
OHWP
1236
Oak Harbor Wealth Partners
North Carolina
$274K – – –
ACM
1237
Arcataur Capital Management
Wisconsin
$274K +$274K +801 New
VPP
1238
Vertex Planning Partners
Illinois
$274K +$274K +801 New
AL
1239
Arnhold LLC
New York
$274K – – –
AFG
1240
Atomi Financial Group
New York
$274K +$274K +800 New
HIC
1241
Holderness Investments Company
North Carolina
$272K +$1.71K +5 +0.6%
DFCM
1242
Dark Forest Capital Management
Puerto Rico
$268K +$268K +784 New
MC
1243
Middleton & Co
Massachusetts
$268K – – –
GWSG
1244
GPS Wealth Strategies Group
Colorado
$265K +$3.42K +10 +1%
UCMOK
1245
United Capital Management of KS
Kansas
$263K -$35.9K -105 -12%
TWM
1246
Thrive Wealth Management
Pennsylvania
$263K +$263K +769 New
AAS
1247
Ameritas Advisory Services
Nebraska
$261K -$249K -751 -49%
FNBOO
1248
First National Bank of Omaha
Nebraska
$260K -$10.9K -32 -4%
B
1249
Barings
North Carolina
$260K +$260K +759 New
MPM
1250
Meritage Portfolio Management
Kansas
$257K +$257K +751 New
48 49
50
51 52