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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 %
CT
1251
Coastline Trust
Rhode Island
$250K – – –
DAM
1252
Draper Asset Management
New York
$250K +$250K +855 New
PCIG
1253
Partners Capital Investment Group
Massachusetts
$249K -$50K -171 -17%
ECG
1254
Edge Capital Group
Georgia
$248K -$10.8K -37 -4%
BHB
1255
Bank Hapoalim BM
Israel
$248K – – –
PNAA
1256
Pictet North America Advisors
Switzerland
$247K -$29.2K -100 -11%
FAFN
1257
First Affirmative Financial Network
Colorado
$246K -$2.63K -9 -1%
WFMPM
1258
Woodley Farra Manion Portfolio Management
Indiana
$245K – – –
HFS
1259
Howard Financial Services
Texas
$245K +$245K +839 New
SIMG
1260
Sonora Investment Management Group
Arizona
$244K +$38.9K +133 +19%
WI
1261
WrapManager Inc
California
$244K -$6.14K -21 -2%
NAS
1262
Nicolet Advisory Services
Wisconsin
$244K -$56K -193 -19%
CAG
1263
Csenge Advisory Group
Florida
$244K +$7.89K +27 +3%
MA
1264
Mutual Advisors
Nebraska
$244K +$53.2K +182 +28%
GIP
1265
Granite Investment Partners
California
$242K -$36.2K -124 -13%
VA
1266
Valmark Advisers
Ohio
$242K – – –
HWA
1267
HCR Wealth Advisors
California
$241K -$131K -449 -35%
GPA
1268
Guerra Pan Advisors
New Jersey
$237K +$237K +810 New
GCMG
1269
Gyroscope Capital Management Group
Florida
$236K +$60.5K +207 +35%
PMG
1270
ProVise Management Group
Florida
$234K – – –
ACM
1271
Arcataur Capital Management
Wisconsin
$234K – – –
OHWP
1272
Oak Harbor Wealth Partners
North Carolina
$234K – – –
BFEC
1273
Benjamin F. Edwards & Company
Missouri
$234K +$81.4K +279 +53%
AL
1274
Arnhold LLC
New York
$234K – – –
BFC
1275
Blue Fin Capital
Rhode Island
$234K +$30.7K +105 +15%
49 50
51
52 53