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Intuitive Surgical
ISRG

Overview Fund Activity

1,318 hedge funds and large institutions have $59.1B invested in Intuitive Surgical in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 455 reducing their positions, and 235 closing their positions.

Holders
1,318
Holders Change
-144
Holders Change %
-9.85%
% of All Funds
22.29%
Holding in Top 10
30
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25%
% of All Funds
0.51%
New
111
Increased
545
Reduced
455
Closed
235
Calls
$900M
Puts
$727M
Net Calls
+$173M
Net Calls Change
+$55.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$903M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.66B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$179M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.16B
5
Goldman Sachs
5
Goldman Sachs
New York
$379M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$1.48B
3
Jennison Associates
3
Jennison Associates
New York
$645M
4
Invesco
4
Invesco
Georgia
$381M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.67B
Name Market Value Shares Shares
Change 		Shares
Change %
AA
1301
Addison Advisors
Vermont
$1K 6 -2 -25%
MFT
1302
Moisand Fitzgerald Tamayo
Florida
$1K 3 -1 -25%
SIS
1303
Sound Income Strategies
Florida
$1K 3 – –
HFM
1304
Hartford Financial Management
Connecticut
$1K 6 – –
CCA
1305
Column Capital Advisors
Indiana
$1K 3 – –
PO
1306
Private Ocean
California
$1K 9 – –
AIP
1307
Ahrens Investment Partners
Louisiana
$1K 3 – –
CWM
1308
Curi Wealth Management
North Carolina
$1K 6 – –
SAM
1309
Strategic Asset Management
Minnesota
$1K 6 – –
ACK
1310
Andrew C. Karlinski
$1K 3 – –
SC
1311
Schubert & Co
Texas
$1K 7 +1 +17%
TFA
1312
Transamerica Financial Advisors
Florida
$1K 2 +2 New
TH
1313
TCTC Holdings
Texas
$1K 6 +3 +100%
OLVIG
1314
Oliver Lagore Vanvalin Investment Group
Michigan
$1K 3 +3 New
AWM
1315
Accel Wealth Management
Iowa
$1K 4 +4 New
WA
1316
WestEnd Advisors
North Carolina
$802 4 +4 New
BRWM
1317
B. Riley Wealth Management
Tennessee
$430 2,144 -253 -11%
IAIM
1318
International Assets Investment Management
Florida
$214 1,067 -60 -5%
APM
1319
Avidity Partners Management
Texas
– – -325,000 Closed
AWA
1320
Aaron Wealth Advisors
Illinois
– – -237,723 Closed
AAMU
1321
AEGON Asset Management (UK)
United Kingdom
– – -129,859 Closed
ECM
1322
Ensemble Capital Management
California
– – -105,465 Closed
MSL
1323
Mackay Shields LLC
New York
– – -51,329 Closed
Parallax Volatility Advisers
1324
Parallax Volatility Advisers
California
– – -38,582 Closed
PWAG
1325
Polaris Wealth Advisory Group
California
– – -34,336 Closed
51 52
53
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