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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 485 reducing their positions, and 102 closing their positions.

Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
485
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Market Value Shares Shares
Change 		Shares
Change %
LF
1251
Lee Financial
Texas
$4K 22 +5 +29%
BCM
1252
Bourgeon Capital Management
Connecticut
$4K 20 +20 New
CB
1253
Community Bank
New York
$4K 21 +21 New
LWP
1254
Lumature Wealth Partners
Georgia
$3K 15 -15 -50%
CFD
1255
Creative Financial Designs
Indiana
$3K 18 -15 -45%
PSB
1256
Piscataqua Savings Bank
New Hampshire
$3K 18 – –
GIA
1257
Goodwin Investment Advisory
Georgia
$3K 15 – –
AFS
1258
Annapolis Financial Services
Maryland
$3K 15 – –
AWM
1259
Atticus Wealth Management
Florida
$3K 15 – –
DWA
1260
Delos Wealth Advisors
Texas
$3K 15 +3 +25%
MWA
1261
Moser Wealth Advisors
Washington
$3K 15 +15 New
NMG
1262
New Millennium Group
Utah
$2K 8 -1 -11%
PFP
1263
Pinnacle Financial Partners
Tennessee
$2K 9 – –
LIM
1264
Longfellow Investment Management
Massachusetts
$2K 10 – –
MA
1265
MCF Advisors
Kentucky
$2K 12 – –
FCA
1266
FinTrust Capital Advisors
South Carolina
$2K 12 – –
JGIA
1267
Jackson Grant Investment Advisers
Connecticut
$2K 12 – –
M1FG
1268
Mach-1 Financial Group
Arkansas
$2K 12 – –
SC
1269
Sierra Capital
Florida
$2K 12 – –
CMP
1270
Coston McIsaac & Partners
Maine
$2K 12 – –
AA
1271
Addison Advisors
Vermont
$2K 10 +4 +67%
TFA
1272
Transamerica Financial Advisors
Florida
$2K 10 +8 +400%
DCBT
1273
Dakota Community Bank & Trust
North Dakota
$2K 11 +11 New
ARMC
1274
American Research & Management Company
Massachusetts
$2K 12 +12 New
GFPC
1275
Global Financial Private Client
Florida
$1.74K 9 -370 -98%
49 50
51
52 53