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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 %
BCM
1351
Blume Capital Management
California
$134K – – –
ITIM
1352
Indiana Trust & Investment Management
Indiana
$132K +$132K +450 New
MS
1353
Mizuho Securities
Japan
$132K -$208K -710 -61%
SAM
1354
Sycomore Asset Management
France
$120K -$1.44K -5 -1%
IWP
1355
Icon Wealth Partners
Texas
$117K +$1.75K +6 +2%
FCG
1356
Financial Connections Group
California
$117K – – –
CCM
1357
Chilton Capital Management
Texas
$112K – – –
PPWM
1358
PFG Private Wealth Management
Florida
$110K +$110K +377 New
ACM
1359
Adalta Capital Management
New York
$110K – – –
TSW
1360
Thompson Siegel & Walmsley
Virginia
$105K – – –
EWM
1361
Evermay Wealth Management
Virginia
$104K +$13.2K +45 +15%
MIA
1362
Milestone Investment Advisors
Wisconsin
$99.7K +$99.7K +341 New
CAC
1363
Core Alternative Capital
Georgia
$99.4K +$32.2K +110 +48%
ANBT
1364
American National Bank & Trust
Texas
$98.8K +$585 +2 +0.6%
VNA
1365
Valley National Advisers
Pennsylvania
$98K +$2.04K +7 +2%
FPFS
1366
First Personal Financial Services
North Carolina
$94.7K – – –
VCM
1367
Versant Capital Management
Arizona
$93.8K -$2.05K -7 -2%
NRG
1368
Nemes Rush Group
Michigan
$92.9K – – –
PMFA
1369
Plante Moran Financial Advisors
Michigan
$92.1K -$1.46K -5 -2%
CCP
1370
Carmel Capital Partners
California
$92.1K +$36.8K +126 +67%
VWM
1371
Venturi Wealth Management
Texas
$90K -$5.85K -20 -6%
OP
1372
ORG Partners
Indiana
$88.5K +$584 +2 +0.7%
PHAM
1373
Portland Hill Asset Management
United Kingdom
$87K – – –
CWC
1374
Carolinas Wealth Consulting
North Carolina
$87K -$23.8K -91 -22%
CMBA
1375
C.M. Bidwell & Associates
Hawaii
$86.8K -$6.14K -21 -7%
53 54
55
56 57