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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
$183M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
Marshall Wace
United Kingdom
$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVI
1226
Pine Valley Investments
New Jersey
$262K +$17K +58 +7%
RA
1227
Riversedge Advisors
Delaware
$262K +$45.6K +156 +21%
CG
1228
Clarus Group
Texas
$262K – – –
TW
1229
TrinityPoint Wealth
Connecticut
$260K +$8.18K +28 +3%
CIA
1230
Choate Investment Advisors
Massachusetts
$260K +$260K +888 New
FMTC
1231
Farmers & Merchants Trust Company
California
$260K -$17.8K -61 -6%
FWM
1232
FFT Wealth Management
Pennsylvania
$259K +$259K +885 New
FAG
1233
Fortitude Advisory Group
Washington
$257K +$2.63K +9 +1%
KLCM
1234
KG&L Capital Management
Louisiana
$257K -$21K -72 -8%
BAM
1235
Blueshift Asset Management
New Jersey
$257K +$257K +878 New
CCA
1236
Cobblestone Capital Advisors
New York
$256K – – –
FWP
1237
FAS Wealth Partners
Kansas
$255K – – –
RF
1238
Rollins Financial
Georgia
$255K +$8.77K +30 +4%
GMA
1239
Glassy Mountain Advisors
Maryland
$255K – – –
PCS
1240
Personal CFO Solutions
New Jersey
$253K -$40.9K -140 -14%
GB
1241
Goepper Burkhardt
South Carolina
$253K – – –
DFG
1242
Delta Financial Group
New Jersey
$252K – – –
TAM
1243
Trillium Asset Management
Massachusetts
$252K – – –
AWM
1244
Aries Wealth Management
Maine
$252K +$274 +1 +0.1%
EWM
1245
Evercore Wealth Management
New York
$252K – – –
MFG
1246
Magnus Financial Group
New York
$251K -$1.17K -4 -0.5%
PWA
1247
Physician Wealth Advisors
Utah
$251K – – –
VCP
1248
Verus Capital Partners
Arizona
$250K +$10.2K +35 +4%
GCM
1249
Graham Capital Management
Connecticut
$250K +$6.72K +23 +3%
UIA
1250
Ulland Investment Advisors
Minnesota
$250K +$2.34K +8 +0.9%
48 49
50
51 52