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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 %
VPP
1276
Vertex Planning Partners
Illinois
$234K -$585 -2 -0.2%
KWM
1277
Kolinsky Wealth Management
New Jersey
$233K -$17.5K -60 -7%
HIC
1278
Holderness Investments Company
North Carolina
$232K – – –
EWA
1279
EverSource Wealth Advisors
Alabama
$231K +$26.6K +91 +13%
GWSG
1280
GPS Wealth Strategies Group
Colorado
$231K +$4.38K +15 +2%
LCM
1281
Liberty Capital Management
Michigan
$229K +$229K +785 New
PWLP
1282
Prio Wealth Limited Partnership
Massachusetts
$229K +$21.9K +75 +11%
MC
1283
Middleton & Co
Massachusetts
$229K – – –
WP
1284
WealthPLAN Partners
Nebraska
$229K +$15.2K +52 +7%
FWCM
1285
Ferguson Wellman Capital Management
Oregon
$228K -$67.2K -230 -23%
MAP
1286
Moody Aldrich Partners
Massachusetts
$227K +$227K +777 New
MFA
1287
Mayflower Financial Advisors
Massachusetts
$225K -$80.4K -275 -26%
UCMOK
1288
United Capital Management of KS
Kansas
$225K – – –
AF
1289
Advisornet Financial
Minnesota
$224K -$112K -382 -33%
XT
1290
XTX Topco
Cayman Islands
$223K -$604K -2,067 -73%
LA
1291
LVW Advisors
New York
$223K +$43K +147 +24%
GSIAS
1292
Garden State Investment Advisory Services
New Jersey
$222K -$23.4K -80 -10%
PWG
1293
Portside Wealth Group
Utah
$221K +$221K +754 New
GBT
1294
Grove Bank & Trust
Florida
$220K -$264K -904 -55%
MPM
1295
Meritage Portfolio Management
Kansas
$220K – – –
TWM
1296
Thrive Wealth Management
Pennsylvania
$218K -$6.43K -22 -3%
TWM
1297
Tanager Wealth Management
United Kingdom
$218K +$4.09K +14 +2%
EVM
1298
Evelyn V. Moreno
$215K – – –
EWM
1299
Empirical Wealth Management
Washington
$215K +$14.6K +50 +7%
FFA
1300
Fortune Financial Advisors
Kansas
$215K – – –
50 51
52
53 54