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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 %
SC
1401
Schubert & Co
Texas
$2.92K 11 +7 +175%
EE
1402
EWG Elevate
California
$2.92K 11 +11 New
LIM
1403
Longfellow Investment Management
Massachusetts
$2.65K 10 – –
CTA
1404
Colonial Trust Advisors
South Carolina
$2.65K 10 +10 New
DI
1405
Disciplined Investments
Oklahoma
$2.39K 9 -78 -90%
GFPC
1406
Global Financial Private Client
Florida
$2.39K 9 – –
AA
1407
Addison Advisors
Vermont
$2.12K 8 -2 -20%
SIC
1408
SJS Investment Consulting
Ohio
$1.86K 7 +2 +40%
HWA
1409
HHM Wealth Advisors
Tennessee
$1.86K 7 +7 New
ECM
1410
Everence Capital Management
Indiana
$1.67K 6,300 -1,470 -19%
FSWA
1411
Financial Synergies Wealth Advisors
Texas
$1.59K 6 -3 -33%
HFM
1412
Hartford Financial Management
Connecticut
$1.59K 6 – –
GJIA
1413
Glass Jacobson Investment Advisors
Maryland
$1.59K 6 +6 New
KFS
1414
Kelly Financial Services
Massachusetts
$1.33K 5 – –
WA
1415
WestEnd Advisors
North Carolina
$1.06K 4 -1 -20%
AWM
1416
Accel Wealth Management
Iowa
$1.06K 4 – –
TC
1417
Truvestments Capital
Florida
$1.06K 4 +4 New
TFA
1418
Transamerica Financial Advisors
Florida
$1K 1 -9 -90%
ST
1419
Sageworth Trust
Pennsylvania
$1K 2 +2 New
RG
1420
Retirement Group
California
$1K 5 +4 +400%
SWA
1421
SOA Wealth Advisors
New York
$796 3 -3 -50%
CTB
1422
Country Trust Bank
Illinois
$796 3 – –
TH
1423
TCTC Holdings
Texas
$796 3 – –
AF
1424
Affiance Financial
Minnesota
$796 3 +3 New
GWSA
1425
Global Wealth Strategies & Associates
Colorado
$796 3 +3 New
55 56
57
58 59