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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 %
GWS
1326
Glassman Wealth Services
Virginia
$194K +$585 +2 +0.3%
DAC
1327
Dividend Assets Capital
South Carolina
$189K – – –
WPA
1328
West Paces Advisors
Georgia
$186K – – –
ST
1329
Smithfield Trust
Pennsylvania
$185K +$11.8K +40 +7%
TSWM
1330
Tyler-Stone Wealth Management
Ohio
$181K – – –
LTI
1331
Laffer Tengler Investments
Tennessee
$181K – – –
MAM
1332
Magellan Asset Management
Australia
$179K – – –
TC
1333
Trust Company
Kansas
$179K – – –
SFCL
1334
Strengthening Families & Communities LLC
Massachusetts
$178K -$21K -72 -11%
PB
1335
Pinnacle Bancorp
Nebraska
$177K – – –
PFBT
1336
Parkside Financial Bank & Trust
Missouri
$171K +$15.5K +53 +10%
RDFA
1337
Ritter Daniher Financial Advisory
Ohio
$170K +$26K +89 +18%
FFA
1338
Fairfield Financial Advisors
Massachusetts
$162K +$118K +405 +270%
C
1339
Covestor
United Kingdom
$162K -$2.64K -9 -2%
SIMG
1340
Stephens Investment Management Group
Texas
$161K – – –
MSE
1341
MUFG Securities EMEA
United Kingdom
$159K +$127K +436 +407%
PTC
1342
Private Trust Company
Ohio
$149K -$5.85K -20 -4%
AWM
1343
Abound Wealth Management
Tennessee
$148K -$292 -1 -0.2%
JWM
1344
Janiczek Wealth Management
Colorado
$148K +$3.51K +12 +2%
IBOK
1345
Independence Bank of Kentucky
Kentucky
$146K +$43.8K +150 +43%
RTC
1346
Riverview Trust Company
Washington
$145K – – –
SWM
1347
Sugarloaf Wealth Management
Georgia
$143K +$17.8K +61 +14%
LS
1348
Livforsakringsbolaget Skandia
Sweden
$141K – – –
KFP
1349
KB Financial Partners
New Jersey
$137K -$51.7K -177 -27%
SAM
1350
S.A. Mason
Michigan
$136K – – –
52 53
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