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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 %
KLWA
1301
Kelly Lawrence W & Associates
California
$214K – – –
PTC
1302
Petrus Trust Company
Texas
$214K +$214K +732 New
BWS
1303
Buck Wealth Strategies
Colorado
$213K +$8.77K +30 +4%
PFG
1304
Prosperity Financial Group
California
$213K +$9.94K +34 +5%
BLC
1305
Brown, Lisle/Cummings
Rhode Island
$212K – – –
FI
1306
Financial Insights
Washington
$212K – – –
DCM
1307
DGS Capital Management
New Jersey
$210K +$16.1K +55 +8%
VDI
1308
Vaughan David Investments
Illinois
$209K – – –
RSS
1309
Rosenblum Silverman Sutton
California
$208K – – –
RIM
1310
Redwood Investment Management
Arizona
$207K +$207K +708 New
TI
1311
Truepoint Inc
Ohio
$207K +$207K +707 New
SOS
1312
Silver Oak Securities
Tennessee
$206K +$2.05K +7 +1%
NG
1313
Norden Group
Utah
$206K +$206K +704 New
LAS
1314
Lloyd Advisory Services
Georgia
$206K +$206K +704 New
AT
1315
Avalon Trust
New Mexico
$205K – – –
FFA
1316
Fi3 Financial Advisors
Indiana
$205K -$7.02K -24 -3%
UFF
1317
USA Financial Formulas
Michigan
$205K +$205K +700 New
AT
1318
Arvest Trust
Oklahoma
$202K -$5.26K -18 -3%
OC
1319
Oarsman Capital
Wisconsin
$202K +$24.8K +85 +14%
CHP
1320
Cable Hill Partners
Oregon
$201K -$210K -720 -51%
ACM
1321
Advance Capital Management
Michigan
$201K +$8.48K +29 +4%
SAG
1322
SageView Advisory Group
California
$200K +$6.43K +22 +3%
WWP
1323
WR Wealth Planners
Missouri
$200K -$6.14K -21 -3%
FFA
1324
Farther Finance Advisors
California
$199K +$112K +385 +131%
HI
1325
Hendershot Investments
Virginia
$196K – – –
51 52
53
54 55