ISRG icon

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 %
CFG
1301
Citizens Financial Group
Rhode Island
$223K +$223K +653 New
SP
1302
Successful Portfolios
Florida
$223K +$223K +653 New
MA
1303
Mutual Advisors
Nebraska
$223K -$80K -234 -26%
RSWM
1304
Robertson Stephens Wealth Management
California
$222K +$222K +650 New
DAC
1305
Dividend Assets Capital
South Carolina
$221K – – –
KFP
1306
KB Financial Partners
New Jersey
$221K – – –
TCPWM
1307
Traverso Chambers Private Wealth Management
California
$219K +$219K +639 New
WPA
1308
West Paces Advisors
Georgia
$217K – – –
SIG
1309
Spinnaker Investment Group
California
$214K +$214K +625 New
LCM
1310
Laurion Capital Management
New York
$213K +$213K +624 New
RB
1311
Renasant Bank
Mississippi
$213K -$68K -199 -24%
DWM
1312
Darwin Wealth Management
Florida
$213K +$213K +627 New
HKIMG
1313
Hutchens & Kramer Investment Management Group
Indiana
$212K +$212K +621 New
TSWM
1314
Tyler-Stone Wealth Management
Ohio
$212K +$212K +620 New
EL
1315
EWA LLC
Pennsylvania
$212K +$212K +619 New
LTI
1316
Laffer Tengler Investments
Tennessee
$211K – – –
LA
1317
LVW Advisors
New York
$210K -$95.4K -279 -31%
TCWM
1318
Total Clarity Wealth Management
Illinois
$210K +$210K +613 New
MAM
1319
Magellan Asset Management
Australia
$209K -$3.42K -10 -2%
TC
1320
Trust Company
Kansas
$209K – – –
GSEP
1321
Golden State Equity Partners
California
$209K +$209K +611 New
KFS
1322
Kaizen Financial Strategies
California
$209K +$209K +600 New
BFO
1323
Boston Family Office
Massachusetts
$208K +$208K +607 New
PB
1324
Pinnacle Bancorp
Nebraska
$207K -$20.9K -61 -9%
OC
1325
Oarsman Capital
Wisconsin
$207K +$207K +606 New
51 52
53
54 55