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Intuitive Surgical
ISRG

Overview Fund Activity

1,300 hedge funds and large institutions have $55B invested in Intuitive Surgical in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 505 increasing their positions, 484 reducing their positions, and 102 closing their positions.

Holders
1,300
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.48%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.45%
New
109
Increased
505
Reduced
484
Closed
102
Calls
$896M
Puts
$608M
Net Calls
+$289M
Net Calls Change
+$116M

Top Buyers

1
Amundi
1
Amundi
France
$466M
2
BlackRock
2
BlackRock
New York
$5.23B
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$433M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$269M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M

Top Sellers

1
Polen Capital Management
1
Polen Capital Management
Florida
$730K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$883M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.61B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$90.8M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.43B
Name Market Value Shares Shares
Change 		Shares
Change %
BMCM
1326
Bryn Mawr Capital Management
Pennsylvania
– – -2,584 Closed
VEA
1327
Virtus ETF Advisers
New York
– – -2,553 Closed
CC
1328
Cypress Capital
Tennessee
– – -2,510 Closed
DA
1329
Duality Advisers
Florida
– – -2,338 Closed
B
1330
Barings
North Carolina
– – -2,272 Closed
AT
1331
American Trust
Kentucky
– – -2,225 Closed
LOAMS
1332
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -2,029 Closed
MC
1333
Miramar Capital
Illinois
– – -2,000 Closed
BFM
1334
Boothbay Fund Management
New York
– – -1,991 Closed
SCM
1335
Stevens Capital Management
Pennsylvania
– – -1,811 Closed
AA
1336
Auxano Advisors
Washington
– – -1,653 Closed
SCP
1337
Stamos Capital Partners
California
– – -1,640 Closed
GCP
1338
GSA Capital Partners
United Kingdom
– – -1,628 Closed
FAIM
1339
Financial Advocates Investment Management
Washington
– – -1,600 Closed
MC
1340
Matisse Capital
Oregon
– – -1,423 Closed
BC
1341
Bridgefront Capital
Texas
– – -1,410 Closed
CG
1342
Cutler Group
California
– – -1,356 Closed
DU
1343
Delphia (USA)
Ontario, Canada
– – -1,328 Closed
TA
1344
Tectonic Advisors
Texas
– – -1,313 Closed
BSSFA
1345
Baron Silver Stevens Financial Advisors
Florida
– – -1,311 Closed
FA
1346
Fiducient Advisors
Illinois
– – -1,170 Closed
CWM
1347
Calamos Wealth Management
Illinois
– – -1,165 Closed
RF
1348
Rollins Financial
Georgia
– – -1,150 Closed
ATPW
1349
Ashton Thomas Private Wealth
Arizona
– – -1,148 Closed
EWA
1350
Encompass Wealth Advisors
Oregon
– – -1,125 Closed
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