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Intuitive Surgical
ISRG

Overview Fund Activity

1,318 hedge funds and large institutions have $59.1B invested in Intuitive Surgical in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 455 reducing their positions, and 235 closing their positions.

Holders
1,318
Holders Change
-144
Holders Change %
-9.85%
% of All Funds
22.29%
Holding in Top 10
30
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25%
% of All Funds
0.51%
New
111
Increased
545
Reduced
455
Closed
235
Calls
$900M
Puts
$727M
Net Calls
+$173M
Net Calls Change
+$55.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$903M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.66B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$179M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.16B
5
Goldman Sachs
5
Goldman Sachs
New York
$379M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$1.48B
3
Jennison Associates
3
Jennison Associates
New York
$645M
4
Invesco
4
Invesco
Georgia
$381M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.67B
Name Market Value Shares Shares
Change 		Shares
Change %
QI
1401
Qtron Investments
Massachusetts
– – -1,257 Closed
FNBOH
1402
First National Bank of Hutchinson
Kansas
– – -1,255 Closed
KWM
1403
Kingsview Wealth Management
Oregon
– – -1,228 Closed
GC
1404
GFG Capital
Florida
– – -1,221 Closed
LWM
1405
Ledge Wealth Management
Minnesota
– – -1,215 Closed
GIA
1406
Gladstone Institutional Advisory
Florida
– – -1,214 Closed
PA
1407
Procyon Advisors
Connecticut
– – -1,201 Closed
BFO
1408
Boston Family Office
Massachusetts
– – -1,199 Closed
CWM
1409
Congress Wealth Management
Massachusetts
– – -1,150 Closed
RB
1410
Renasant Bank
Mississippi
– – -1,147 Closed
KA
1411
Kercheville Advisors
Texas
– – -1,135 Closed
LA
1412
LVW Advisors
New York
– – -1,112 Closed
BFA
1413
Bragg Financial Advisors
North Carolina
– – -1,082 Closed
DC
1414
Davenport & Co
Virginia
– – -1,071 Closed
CP
1415
Covenant Partners
Tennessee
– – -1,053 Closed
SIMG
1416
Sonora Investment Management Group
Arizona
– – -1,043 Closed
FAG
1417
Fortitude Advisory Group
Washington
– – -1,025 Closed
CMI
1418
Clare Market Investments
Texas
– – -1,018 Closed
MCWS
1419
McKinley Carter Wealth Services
West Virginia
– – -1,002 Closed
WMP
1420
Wealth Management Partners
Arizona
– – -1,000 Closed
NG
1421
Northstar Group
New York
– – -1,000 Closed
LA
1422
LexAurum Advisors
Kansas
– – -996 Closed
AIA
1423
AIMZ Investment Advisors
California
– – -990 Closed
CAM
1424
Concorde Asset Management
Michigan
– – -981 Closed
CFG
1425
Citizens Financial Group
Rhode Island
– – -976 Closed
55 56
57
58 59