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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 %
PHAM
1376
Portland Hill Asset Management
United Kingdom
$101K – – –
LFG
1377
Larson Financial Group
Missouri
$101K -$63.9K -187 -39%
FFA
1378
Farther Finance Advisors
California
$101K -$2.05K -6 -2%
MHR
1379
Matthew Hamilton Rosenberg
$96.8K +$342 +1 +0.4%
TF
1380
TimeScale Financial
Massachusetts
$96.4K -$15.7K -46 -14%
DAM
1381
Delta Asset Management
Tennessee
$95.7K – – –
EARNEST Partners
1382
EARNEST Partners
Georgia
$95.1K – – –
LB
1383
Legacy Bridge
Iowa
$88.9K +$88.9K +260 New
CFFP
1384
Center for Financial Planning
Michigan
$88.2K – – –
CSPIA
1385
Cary Street Partners Investment Advisory
Virginia
$87.9K +$7.18K +21 +9%
TIM
1386
Tortoise Investment Management
New York
$86.5K – – –
GEA
1387
Glen Eagle Advisors
New Jersey
$86.5K – – –
NSIM
1388
North Star Investment Management
Illinois
$84.5K – – –
MCM
1389
MV Capital Management
Maryland
$83.8K +$1.71K +5 +2%
FMII
1390
Farmers & Merchants Investments Inc
Nebraska
$81K – – –
SMFG
1391
Sumitomo Mitsui Financial Group
Japan
$80.9K +$80.9K +239 New
CAC
1392
Core Alternative Capital
Georgia
$78.6K -$13K -38 -14%
CA
1393
Crewe Advisors
Utah
$75.2K -$112K -327 -60%
NFSG
1394
Newbridge Financial Services Group
Florida
$75.2K +$47.9K +140 +175%
RFA
1395
Register Financial Advisors
Georgia
$74.9K -$11.3K -33 -13%
CP
1396
Castleview Partners
Texas
$66.7K – – –
CCA
1397
Catalyst Capital Advisors
New York
$66K -$3.76K -11 -5%
GG
1398
Gleason Group
Kentucky
$65K – – –
CCP
1399
Carmel Capital Partners
California
$64.6K – – –
NCM
1400
Northwest Capital Management
Oregon
$62.6K +$62.6K +183 New
54 55
56
57 58