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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 Market Value Shares Shares
Change 		Shares
Change %
GKIM
1426
GW&K Investment Management
Massachusetts
$39K 114 +113 +11,300%
JWA
1427
JFS Wealth Advisors
Pennsylvania
$38K 111 – –
CYG
1428
Clean Yield Group
Vermont
$36.9K 108 – –
MSE
1429
MUFG Securities EMEA
United Kingdom
$36.6K 107 -2,639 -96%
GI
1430
Gradient Investments
Minnesota
$34.9K 102 +25 +32%
PIAS
1431
PCA Investment Advisory Services
Ohio
$34.9K 102 +102 New
SA
1432
SRH Advisors
Kansas
$34.5K 135 – –
GIA
1433
GHP Investment Advisors
Colorado
$34.4K 113 – –
MCA
1434
Maryland Capital Advisors
Maryland
$34.2K 100 – –
BWL
1435
Bogart Wealth LLC
Virginia
$32.1K 94 -21 -18%
JEST
1436
JTC Employer Solutions Trustee
Jersey
$32K 93 – –
CH
1437
Canton Hathaway
Rhode Island
$31K 90 – –
AS
1438
Altshuler Shaham
Israel
$30.8K 90 +90 New
ODG
1439
O'Dell Group
Ohio
$30.8K 90 +90 New
CAL
1440
Capital Advisors Ltd
Ohio
$30K 87 +58 +200%
ME
1441
McIlrath & Eck
Washington
$29.7K 87 -9 -9%
MAM
1442
Marquette Asset Management
Minnesota
$28K 82 +82 New
IAIM
1443
Industrial Alliance Investment Management
Quebec, Canada
$28K 83 -20,991 -100%
POIA
1444
Pin Oak Investment Advisors
Texas
$28K 81 – –
RFG
1445
RFP Financial Group
Georgia
$27.4K 80 +50 +167%
SF
1446
Safeguard Financial
Wisconsin
$27K 81 +81 New
CSC
1447
Caldwell Sutter Capital
California
$26.7K 78 +3 +4%
GWMIA
1448
Global Wealth Management Investment Advisory
Florida
$25.6K 75 +75 New
SC
1449
Solstein Capital
California
$25.3K 74 +74 New
FFC
1450
First Financial Corp
Indiana
$25.3K 74 +1 +1%
56 57
58
59 60