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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
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$261M
3
Coatue Management
3
Coatue Management
New York
$230M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$187M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$179M

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 %
JWA
1426
JFS Wealth Advisors
Pennsylvania
$32.4K 111 – –
CYG
1427
Clean Yield Group
Vermont
$30.4K 108 – –
GIA
1428
GHP Investment Advisors
Colorado
$30.3K 111 -2 -2%
GI
1429
Gradient Investments
Minnesota
$29.8K 102 – –
TC
1430
Truvestments Capital
Florida
$29.8K 102 +59 +137%
HGERS
1431
Householder Group Estate & Retirement Specialist
Arizona
$29.8K 102 +102 New
MCA
1432
Maryland Capital Advisors
Maryland
$29.2K 100 – –
SHIM
1433
Stone House Investment Management
Pennsylvania
$29.2K 100 +50 +100%
FFC
1434
First Financial Corp
Indiana
$28.1K 96 +22 +30%
HL
1435
HeadInvest LLC
Maine
$27.7K 94 +94 New
SOW
1436
State of Wyoming
Wyoming
$27.2K 93 -642 -87%
JEST
1437
JTC Employer Solutions Trustee
Jersey
$27K 93 – –
CH
1438
Canton Hathaway
Rhode Island
$26K 90 – –
ME
1439
McIlrath & Eck
Washington
$25.4K 87 – –
OIAM
1440
OFI Invest Asset Management
France
$25.1K 91 +91 New
CAL
1441
Capital Advisors Ltd
Ohio
$25K 87 – –
POIA
1442
Pin Oak Investment Advisors
Texas
$24K 81 – –
CG
1443
Cutler Group
California
$24K 85 +21 +33%
SFG
1444
Steward Financial Group
Texas
$24K 85 +33 +63%
RFG
1445
RFP Financial Group
Georgia
$23.4K 80 – –
CSC
1446
Caldwell Sutter Capital
California
$22.8K 78 – –
GWMIA
1447
Global Wealth Management Investment Advisory
Florida
$21.9K 75 – –
SC
1448
Solstein Capital
California
$21.6K 74 – –
CWM
1449
Compass Wealth Management
Connecticut
$21K 72 – –
CFD
1450
Creative Financial Designs
Indiana
$20.2K 69 – –
56 57
58
59 60