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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 %
WB
1251
WesBanco Bank
West Virginia
$256K +$256K +749 New
SMWM
1252
Silvia McColl Wealth Management
California
$254K +$254K +742 New
LA
1253
LexAurum Advisors
Kansas
$253K -$78.3K -229 -24%
RA
1254
Riversedge Advisors
Delaware
$253K +$253K +741 New
EVM
1255
Evelyn V. Moreno
$252K +$252K +737 New
FFA
1256
Fortune Financial Advisors
Kansas
$251K +$251K +735 New
SOW
1257
State of Wyoming
Wyoming
$251K +$153K +448 +156%
CAM
1258
Close Asset Management
United Kingdom
$251K +$191K +560 +320%
CAM
1259
Concorde Asset Management
Michigan
$251K +$251K +734 New
TWM
1260
Tanager Wealth Management
United Kingdom
$250K +$250K +732 New
WP
1261
WealthPLAN Partners
Nebraska
$250K -$64.6K -189 -21%
BLC
1262
Brown, Lisle/Cummings
Rhode Island
$248K – – –
OCBCO
1263
Oversea-Chinese Banking Corp (OCBC)
Singapore
$248K +$248K +725 New
FFA
1264
Fi3 Financial Advisors
Indiana
$248K +$248K +725 New
AT
1265
Arden Trust
Delaware
$245K -$296K -864 -55%
VDI
1266
Vaughan David Investments
Illinois
$244K +$244K +714 New
CL
1267
Choreo LLC
Illinois
$244K +$244K +713 New
RSS
1268
Rosenblum Silverman Sutton
California
$243K -$65K -190 -21%
PWLP
1269
Prio Wealth Limited Partnership
Massachusetts
$242K +$242K +708 New
SPP
1270
Single Point Partners
Massachusetts
$242K +$242K +709 New
WWP
1271
WR Wealth Planners
Missouri
$241K +$2.05K +6 +0.9%
AT
1272
Avalon Trust
New Mexico
$240K – – –
SIMG
1273
Sonora Investment Management Group
Arizona
$240K +$240K +702 New
KLWA
1274
Kelly Lawrence W & Associates
California
$240K – – –
EWA
1275
EverSource Wealth Advisors
Alabama
$240K -$11.6K -34 -5%
49 50
51
52 53