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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 %
GCMG
1326
Gyroscope Capital Management Group
Florida
$205K -$137K -400 -40%
PAIM
1327
Punch & Associates Investment Management
Minnesota
$205K +$205K +600 New
VFG
1328
V2 Financial group
Illinois
$205K +$205K +600 New
LCM
1329
Lynwood Capital Management
Ontario, Canada
$205K +$205K +600 New
DLG
1330
Daniel L. Goodwin
$205K +$205K +600 New
RWP
1331
RWA Wealth Partners
Massachusetts
$204K -$215K -630 -51%
WC
1332
Whitney & Co
New York
$204K +$204K +597 New
1WM
1333
1900 Wealth Management
Texas
$204K +$204K +597 New
AGP
1334
Autumn Glory Partners
Texas
$203K +$203K +595 New
SA
1335
Strategic Advisors
New York
$202K +$202K +592 New
FFA
1336
Fragasso Financial Advisors
Pennsylvania
$201K +$201K +588 New
ICP
1337
Interchange Capital Partners
Pennsylvania
$201K +$201K +588 New
FTWA
1338
Fifth Third Wealth Advisors
Ohio
$200K +$200K +585 New
ST
1339
Smithfield Trust
Pennsylvania
$198K – – –
C
1340
Covestor
United Kingdom
$192K -$24K -70 -11%
SIMG
1341
Stephens Investment Management Group
Texas
$188K +$15.4K +45 +9%
WIM
1342
WealthPlan Investment Management
Nebraska
$186K -$234K -684 -56%
CFO
1343
CVA Family Office
Colorado
$185K +$57.1K +167 +45%
PFBT
1344
Parkside Financial Bank & Trust
Missouri
$182K +$8.89K +26 +5%
PTC
1345
Private Trust Company
Ohio
$181K -$342 -1 -0.2%
BFEC
1346
Benjamin F. Edwards & Company
Missouri
$179K +$27.7K +81 +18%
AWM
1347
Abound Wealth Management
Tennessee
$174K +$6.16K +18 +4%
RTC
1348
Riverview Trust Company
Washington
$170K – – –
RDFA
1349
Ritter Daniher Financial Advisory
Ohio
$169K – – –
JWM
1350
Janiczek Wealth Management
Colorado
$169K +$38.3K +112 +29%
52 53
54
55 56