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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
AP
1401
Atwood & Palmer
Missouri
$49.1K – – –
BCMLT
1402
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.9K – – –
WTG
1403
West Tower Group
Virginia
$47.9K +$47.9K +164 New
PWA
1404
Provenance Wealth Advisors
Florida
$47.4K +$47.4K +162 New
ATC
1405
Adirondack Trust Company
New York
$47.3K – – –
HIM
1406
Hillsdale Investment Management
Ontario, Canada
$45.3K +$35.1K +120 +343%
CPG
1407
Cornerstone Planning Group
New Jersey
$44.1K +$585 +2 +1%
TFA
1408
Toth Financial Advisory
Virginia
$43.6K +$7.6K +26 +21%
DMBA
1409
Deseret Mutual Benefit Administrators
Utah
$43K -$1.75K -6 -4%
AGWCA
1410
Annis Gardner Whiting Capital Advisors
Florida
$40.9K +$40.9K +140 New
SWA
1411
Sutton Wealth Advisors
Florida
$40.6K – – –
BC
1412
Barrett & Company
Rhode Island
$39.8K +$5.85K +20 +17%
JFGIW
1413
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$39.5K +$2.92K +10 +8%
SA
1414
SRH Advisors
Kansas
$39.5K – – –
OA
1415
Operose Advisors
Wisconsin
$39.5K +$39.5K +135 New
RFA
1416
Resurgent Financial Advisors
Georgia
$39.2K -$2.92K -10 -7%
BIA
1417
Bell Investment Advisors
California
$39.2K +$877 +3 +2%
FA
1418
Financial Avengers
California
$38K – – –
FCAS
1419
First Command Advisory Services
Texas
$36.8K +$36.8K +126 New
CHC
1420
City Holding Co
West Virginia
$36.8K – – –
GA
1421
GoalVest Advisory
New York
$36K – – –
BBPWM
1422
Blue Bell Private Wealth Management
Pennsylvania
$34.8K – – –
GKIM
1423
GW&K Investment Management
Massachusetts
$34K +$872 +3 +3%
TFA
1424
Transamerica Financial Advisors
Florida
$34K +$33.7K +114 +11,400%
BWL
1425
Bogart Wealth LLC
Virginia
$32.7K +$5.26K +18 +19%
55 56
57
58 59