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Intuitive Surgical
ISRG

Overview Fund Activity

1,429 hedge funds and large institutions have $77.9B invested in Intuitive Surgical in 2022 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 438 increasing their positions, 551 reducing their positions, and 106 closing their positions.

Holders
1,429
Holders Change
+128
Holders Change %
+9.84%
% of All Funds
23.06%
Holding in Top 10
57
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+119.23%
% of All Funds
0.92%
New
258
Increased
438
Reduced
551
Closed
106
Calls
$1.29B
Puts
$890M
Net Calls
+$397M
Net Calls Change
+$109M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.99B
2
Ameriprise
2
Ameriprise
Minnesota
$889M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.56B
4
Jennison Associates
4
Jennison Associates
New York
$1.18B
5
Citadel Advisors
5
Citadel Advisors
Florida
$448M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.54B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$224M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.76B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$8.05M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$74.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MLA
1376
MB, Levis & Associates
Pennsylvania
$5.57K 21 +21 New
MSCM
1377
McElhenny Sheffield Capital Management
Texas
$5.57K 21 +21 New
BCM
1378
Bourgeon Capital Management
Connecticut
$5.31K 20 – –
PCM
1379
Penserra Capital Management
California
$5K 20 +20 New
PSB
1380
Piscataqua Savings Bank
New Hampshire
$4.78K 18 – –
NMG
1381
New Millennium Group
Utah
$4.78K 18 +10 +125%
OC
1382
Oakworth Capital
Alabama
$4.51K 17 +17 New
HWM
1383
HighMark Wealth Management
Minnesota
$4.25K 16 +16 New
MPCL
1384
My Personal CFO LLC
Washington
$4.25K 16 +16 New
AF
1385
Arrow Financial
New York
$4K 15 -10 -40%
SFG
1386
Steward Financial Group
Texas
$4K 17 +17 New
DWA
1387
Delos Wealth Advisors
Texas
$3.98K 15 – –
GIA
1388
Goodwin Investment Advisory
Georgia
$3.98K 15 – –
LWP
1389
Lumature Wealth Partners
Georgia
$3.98K 15 – –
PFP
1390
Pinnacle Financial Partners
Tennessee
$3.98K 15 +6 +67%
BWL
1391
Bogart Wealth LLC
Virginia
$3.72K 14 -134 -91%
FGAM
1392
Financial Gravity Asset Management
Texas
$3.55K 265 +265 New
MYAM
1393
Meiji Yasuda Asset Management
Japan
$3.2K 12,067 +1,584 +15%
JGIA
1394
Jackson Grant Investment Advisers
Connecticut
$3.18K 12 – –
FCA
1395
FinTrust Capital Advisors
South Carolina
$3.18K 12 – –
CCA
1396
Column Capital Advisors
Indiana
$3.18K 12 +9 +300%
NC
1397
NewSquare Capital
Pennsylvania
$3.18K 12 +12 New
RFS
1398
Retirement Financial Solutions
Tennessee
$3.18K 12 +12 New
DCBT
1399
Dakota Community Bank & Trust
North Dakota
$3K 11 – –
SC
1400
Sierra Capital
Florida
$3K 12 – –
54 55
56
57 58