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Intuitive Surgical
ISRG

Overview Fund Activity

1,300 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, 484 reducing their positions, and 102 closing their positions.

Holders
1,300
Holders Change
-17
Holders Change %
-1.29%
% of All Funds
22.48%
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
484
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 %
SOW
1376
State of Wyoming
Wyoming
– – -153 Closed
KTC
1377
Kistler-Tiffany Companies
Pennsylvania
– – -135 Closed
HF
1378
Halpern Financial
Virginia
– – -90 Closed
VRM
1379
Vectors Research Management
New York
– – -90 Closed
HIM
1380
Hillsdale Investment Management
Ontario, Canada
– – -80 Closed
RIM
1381
Rockbridge Investment Management
New York
– – -75 Closed
GWMIA
1382
Global Wealth Management Investment Advisory
Florida
– – -75 Closed
SSC
1383
Syverson Strege & Co
Iowa
– – -75 Closed
HFS
1384
Heritage Financial Services
Massachusetts
– – -68 Closed
GKIM
1385
GW&K Investment Management
Massachusetts
– – -65 Closed
FCG
1386
Financial Connections Group
California
– – -48 Closed
DWP
1387
Destiny Wealth Partners
Florida
– – -48 Closed
FBC
1388
Fairfield, Bush & Co
Connecticut
– – -42 Closed
TWP
1389
TFO Wealth Partners
Ohio
– – -27 Closed
JFA
1390
JNBA Financial Advisors
Minnesota
– – -24 Closed
SFG
1391
Steward Financial Group
Texas
– – -18 Closed
HR
1392
Howe & Rusling
New York
– – -14 Closed
ZIG
1393
Zullo Investment Group
Pennsylvania
– – -12 Closed
S
1394
Surevest
California
– – -9 Closed
RG
1395
Retirement Group
California
$0 1 -8 -89%
CWM
1396
Curi Wealth Management
North Carolina
– – -6 Closed
AIP
1397
Ahrens Investment Partners
Louisiana
– – -3 Closed
ACK
1398
Andrew C. Karlinski
– – -3 Closed
SIS
1399
Sound Income Strategies
Florida
– – -3 Closed
CAM
1400
CenterStar Asset Management
Illinois
– – – –
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