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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 %
FSWA
1276
Financial Synergies Wealth Advisors
Texas
$1.69K 9 – –
BIM
1277
Baldwin Investment Management
Pennsylvania
$1.59K 8,465 -488 -5%
MOS
1278
MGO One Seven
Ohio
$1.21K 6,469 +5,042 +353%
AIP
1279
Almanack Investment Partners
Pennsylvania
$1K 8 -1,924 -100%
Jones Financial Companies
1280
Jones Financial Companies
Missouri
$1K 4 -95 -96%
SC
1281
Schubert & Co
Texas
$1K 4 -3 -43%
TH
1282
TCTC Holdings
Texas
$1K 3 -3 -50%
PK
1283
Pflug Koory
Nebraska
$1K 5 – –
HFM
1284
Hartford Financial Management
Connecticut
$1K 6 – –
OLVIG
1285
Oliver Lagore Vanvalin Investment Group
Michigan
$1K 3 – –
SAM
1286
Strategic Asset Management
Minnesota
$1K 6 – –
SWA
1287
SOA Wealth Advisors
New York
$1K 6 – –
AWM
1288
Accel Wealth Management
Iowa
$1K 4 – –
CTB
1289
Country Trust Bank
Illinois
$1K 3 – –
PO
1290
Private Ocean
California
$1K 9 – –
CCA
1291
Column Capital Advisors
Indiana
$1K 3 – –
WA
1292
WestEnd Advisors
North Carolina
$1K 5 +1 +25%
SIC
1293
SJS Investment Consulting
Ohio
$1K 5 +5 New
KFS
1294
Kelly Financial Services
Massachusetts
$937 5 – –
PI
1295
PFS Investments
Georgia
$413 2,205 +301 +16%
FHC
1296
First Heartland Consultants
Missouri
$301 1,607 -197 -11%
PWP
1297
Principle Wealth Partners
Connecticut
$201 1,074 – –
JMF
1298
Johnson Midwest Financial
Iowa
$5 27 – –
Point72 Asset Management
1299
Point72 Asset Management
Connecticut
– – -179,700 Closed
Lord, Abbett & Co
1300
Lord, Abbett & Co
New Jersey
– – -147,107 Closed
50 51
52
53 54