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Intuitive Surgical
ISRG

Overview Fund Activity

1,545 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, 553 reducing their positions, and 56 closing their positions.

Holders
1,545
Holders Change
+143
Holders Change %
+10.2%
% of All Funds
24.37%
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
553
Closed
56
Calls
$794M
Puts
$726M
Net Calls
+$68.2M
Net Calls Change
-$189M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$664M
2
Barclays
2
Barclays
United Kingdom
$472M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.74B
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$303M
5
Invesco
5
Invesco
Georgia
$1.2B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.5B
2
Edgewood Management
2
Edgewood Management
Connecticut
$1.67B
3
SGA
3
Sustainable Growth Advisers
Connecticut
$437M
4
AIM
4
Alphinity Investment Management
Australia
$223M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
1351
Livforsakringsbolaget Skandia
Sweden
$164K – – –
BCM
1352
Blume Capital Management
California
$157K – – –
SWM
1353
Sugarloaf Wealth Management
Georgia
$146K +$342 +1 +0.2%
CWC
1354
Carolinas Wealth Consulting
North Carolina
$145K -$36.9K -108 -20%
SAM
1355
Sycomore Asset Management
France
$140K +$64.8K +195 +86%
FCG
1356
Financial Connections Group
California
$137K +$112K +329 +457%
IWP
1357
Icon Wealth Partners
Texas
$135K +$135K +395 New
CCM
1358
Chilton Capital Management
Texas
$131K – – –
BAM
1359
Byrne Asset Management
New Jersey
$130K – – –
ACM
1360
Adalta Capital Management
New York
$128K – – –
TSW
1361
Thompson Siegel & Walmsley
Virginia
$123K – – –
BBHC
1362
Brown Brothers Harriman & Co
New York
$121K -$27.7K -81 -19%
IBOK
1363
Independence Bank of Kentucky
Kentucky
$120K +$120K +350 New
SAM
1364
S.A. Mason
Michigan
$119K – – –
ANBT
1365
American National Bank & Trust
Texas
$115K – – –
VNA
1366
Valley National Advisers
Pennsylvania
$113K +$16.8K +49 +18%
VWM
1367
Venturi Wealth Management
Texas
$112K +$342 +1 +0.3%
VCM
1368
Versant Capital Management
Arizona
$112K +$2.39K +7 +2%
FPFS
1369
First Personal Financial Services
North Carolina
$111K – – –
PMFA
1370
Plante Moran Financial Advisors
Michigan
$109K +$1.71K +5 +2%
CMBA
1371
C.M. Bidwell & Associates
Hawaii
$109K +$109K +318 New
NRG
1372
Nemes Rush Group
Michigan
$109K +$109K +318 New
EWM
1373
Evermay Wealth Management
Virginia
$106K +$4.45K +13 +4%
BWM
1374
BerganKDV Wealth Management
Minnesota
$104K -$128K -373 -55%
OP
1375
ORG Partners
Indiana
$101K +$101K +301 New
53 54
55
56 57