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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 %
AWM
1476
Ameliora Wealth Management
Switzerland
$12.3K 36 – –
IPW
1477
Impact Partnership Wealth
Georgia
$12.3K 36 +36 New
HIM
1478
Hillsdale Investment Management
Ontario, Canada
$12K 35 -1,760 -98%
MFT
1479
Moisand Fitzgerald Tamayo
Florida
$11.3K 33 – –
CWA
1480
Clearview Wealth Advisors
Oregon
$11.3K 33 – –
MFA
1481
McClarren Financial Advisors
Pennsylvania
$11K 33 – –
PK
1482
Pflug Koory
Nebraska
$10.6K 31 – –
RAM
1483
Riggs Asset Management
Pennsylvania
$10.3K 30 – –
MRCM
1484
M&R Capital Management
New Jersey
$10.3K 30 +30 New
QL
1485
Quarry LP
New York
$9.57K 28 +3 +12%
FCAG
1486
First Capital Advisors Group
New Jersey
$9.23K 27 +27 New
OIS
1487
Okabena Investment Services
Minnesota
$9.23K 27 +27 New
RBC
1488
Roble Belko & Company
Pennsylvania
$9K 27 – –
FDCC
1489
Foster Dykema Cabot & Co
Massachusetts
$9K 25 +25 New
PA
1490
PSI Advisors
Florida
$8.55K 25 – –
WAM
1491
Worth Asset Management
Texas
$8.55K 25 +25 New
DJSG
1492
D.J. St. Germain
Massachusetts
$8.55K 25 +25 New
MA
1493
MCF Advisors
Kentucky
$8.21K 24 – –
JFG
1494
JDM Financial Group
Texas
$8.21K 24 +24 New
SIS
1495
Strategic Investment Solutions
Illinois
$7.76K 25 -126 -83%
MLA
1496
MB, Levis & Associates
Pennsylvania
$7.18K 21 – –
HBW
1497
Hazlett, Burt & Watson
West Virginia
$7K 21 -4 -16%
TJHA
1498
Thomas J. Herzfeld Advisors
Florida
$6.99K 20 -11 -35%
HWM
1499
HighMark Wealth Management
Minnesota
$6.84K 20 – –
SIS
1500
Sound Income Strategies
Florida
$6.84K 20 +20 New
58 59
60
61 62