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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 %
BWS
1276
Buck Wealth Strategies
Colorado
$239K – – –
SOS
1277
Silver Oak Securities
Tennessee
$239K +$239K +698 New
FCM
1278
Fourpath Capital Management
Oklahoma
$239K +$239K +698 New
PFG
1279
Prosperity Financial Group
California
$238K +$238K +696 New
VC
1280
Veracity Capital
Georgia
$238K +$238K +696 New
BFC
1281
Blue Fin Capital
Rhode Island
$238K -$1.37K -4 -0.6%
BBA
1282
BLB&B Advisors
Pennsylvania
$237K +$237K +693 New
BOS
1283
Bank of Stockton
California
$236K +$236K +690 New
EWM
1284
Empirical Wealth Management
Washington
$235K +$235K +686 New
SFCL
1285
Strengthening Families & Communities LLC
Massachusetts
$233K +$233K +681 New
PIM
1286
Penobscot Investment Management
Massachusetts
$231K +$231K +675 New
VCM
1287
Viewpoint Capital Management
Washington
$231K +$231K +675 New
AT
1288
Arvest Trust
Oklahoma
$230K +$230K +709 New
HI
1289
Hendershot Investments
Virginia
$230K -$114K -334 -33%
KCM
1290
KRS Capital Management
Michigan
$230K +$230K +672 New
RPWA
1291
Regent Peak Wealth Advisors
Georgia
$229K +$229K +671 New
SAG
1292
SageView Advisory Group
California
$227K +$227K +663 New
DCM
1293
DGS Capital Management
New Jersey
$227K +$227K +663 New
GWS
1294
Glassman Wealth Services
Virginia
$226K +$2.05K +6 +0.9%
BFA
1295
Bragg Financial Advisors
North Carolina
$226K +$226K +660 New
ACM
1296
Advance Capital Management
Michigan
$225K +$225K +657 New
CAM
1297
CenterStar Asset Management
Illinois
$224K +$224K +656 New
FDS
1298
First Dallas Securities
Texas
$224K +$224K +655 New
HTHT
1299
Hemenway Trust Hemenway Trust
New Hampshire
$224K +$224K +654 New
MAG
1300
Mokosak Advisory Group
Iowa
$224K +$224K +654 New
50 51
52
53 54