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Intuitive Surgical
ISRG

Overview Fund Activity

1,301 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, 485 reducing their positions, and 102 closing their positions.

Holders
1,301
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.5%
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
485
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 %
EWA
1351
Encompass Wealth Advisors
Oregon
– – -1,125 Closed
ZIC
1352
ZWJ Investment Counsel
Georgia
– – -1,116 Closed
MM
1353
MQS Management
New York
– – -1,108 Closed
DWM
1354
Drive Wealth Management
Utah
– – -1,094 Closed
VDI
1355
Vaughan David Investments
Illinois
– – -1,077 Closed
TNA
1356
True North Advisors
Texas
– – -1,068 Closed
HHGA
1357
Halbert Hargrove Global Advisors
California
– – -1,065 Closed
RWA
1358
Ropes Wealth Advisors
Massachusetts
– – -1,052 Closed
CCA
1359
Childress Capital Advisors
Texas
– – -1,051 Closed
SFA
1360
Souders Financial Advisors
Ohio
– – -1,045 Closed
SAI
1361
Systematic Alpha Investments
New Jersey
– – -1,029 Closed
MFA
1362
Mayflower Financial Advisors
Massachusetts
– – -1,015 Closed
AI
1363
Accredited Investors
Minnesota
– – -1,011 Closed
PAM
1364
Palisade Asset Management
Minnesota
– – -1,009 Closed
PPW
1365
Parcion Private Wealth
Washington
– – -1,004 Closed
WMC
1366
Westwood Management Corporation
Illinois
– – -1,000 Closed
BCA
1367
Bay Colony Advisors
Massachusetts
– – -928 Closed
KP
1368
Keel Point
Alabama
– – -894 Closed
CWP
1369
Concord Wealth Partners
Virginia
– – -701 Closed
COCM
1370
Charter Oak Capital Management
New Hampshire
– – -439 Closed
CI
1371
CX Institutional
Indiana
– – -424 Closed
PFGIA
1372
Patriot Financial Group Insurance Agency
Massachusetts
– – -328 Closed
SIAP
1373
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– – -285 Closed
TCWM
1374
Total Clarity Wealth Management
Illinois
– – -268 Closed
CA
1375
CoreCap Advisors
Michigan
– – -224 Closed
53 54
55
56 57