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Intuitive Surgical
ISRG

Overview Fund Activity

1,538 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, 641 increasing their positions, 511 reducing their positions, and 113 closing their positions.

Holders
1,538
Holders Change
-7
Holders Change %
-0.45%
% of All Funds
24.53%
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
641
Reduced
511
Closed
113
Calls
$758M
Puts
$886M
Net Calls
-$129M
Net Calls Change
-$197M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$720M
2
Coatue Management
2
Coatue Management
New York
$230M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$187M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$179M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$183M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$4.88B
2
SGA
2
Sustainable Growth Advisers
Connecticut
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.05B
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$243M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$229M
Name Market Value Shares Shares
Change 		Shares
Change %
GEA
1376
Glen Eagle Advisors
New Jersey
$83.6K 286 +33 +13%
MHR
1377
Matthew Hamilton Rosenberg
$82.7K 283 – –
DAM
1378
Delta Asset Management
Tennessee
$81.8K 280 – –
EARNEST Partners
1379
EARNEST Partners
Georgia
$81.3K 278 – –
BAM
1380
Byrne Asset Management
New Jersey
– – -379 Closed
TIM
1381
Tortoise Investment Management
New York
$75.7K 259 +6 +2%
FMII
1382
Farmers & Merchants Investments Inc
Nebraska
$75.7K 259 +22 +9%
CCA
1383
Catalyst Capital Advisors
New York
$75.7K 259 +66 +34%
CFFP
1384
Center for Financial Planning
Michigan
$75.4K 258 – –
MCM
1385
MV Capital Management
Maryland
$74K 253 +8 +3%
RFA
1386
Register Financial Advisors
Georgia
$73.9K 253 +34 +16%
NSIM
1387
North Star Investment Management
Illinois
$72.2K 247 – –
QL
1388
Quarry LP
New York
$68.4K 234 +206 +736%
CWP
1389
Concord Wealth Partners
Virginia
$67.5K 231 -622 -73%
LFG
1390
Larson Financial Group
Missouri
$67.5K 231 -64 -22%
CSB
1391
City State Bank
Iowa
$66K 225 +75 +50%
PMEF
1392
Point72 Middle East FZE
United Arab Emirates
$63.4K 217 +217 New
HBW
1393
Hazlett, Burt & Watson
West Virginia
$63K 218 +197 +938%
AA
1394
Addison Advisors
Vermont
$59.6K 204 +25 +14%
NFSG
1395
Newbridge Financial Services Group
Florida
$59.3K 203 -17 -8%
CP
1396
Castleview Partners
Texas
$57K 195 – –
GG
1397
Gleason Group
Kentucky
$55.5K 190 – –
NCM
1398
Northwest Capital Management
Oregon
$53.5K 183 – –
FGA
1399
Fortis Group Advisors
New Jersey
$52K 178 +178 New
PP
1400
PrairieView Partners
Minnesota
$52K 180 – –
54 55
56
57 58