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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 %
AT
1476
Arlington Trust
Alabama
$10.5K 36 +36 New
Jones Financial Companies
1477
Jones Financial Companies
Missouri
$10.5K 36 +36 New
HWP
1478
Hibernia Wealth Partners
Louisiana
$10.2K 35 +35 New
MFT
1479
Moisand Fitzgerald Tamayo
Florida
$9.65K 33 – –
PK
1480
Pflug Koory
Nebraska
$9.06K 31 – –
BWM
1481
Baystate Wealth Management
Massachusetts
$9.03K 30 -25 -45%
MFA
1482
McClarren Financial Advisors
Pennsylvania
$9K 33 – –
MRCM
1483
M&R Capital Management
New Jersey
$8.77K 30 – –
RAM
1484
Riggs Asset Management
Pennsylvania
$8.77K 30 – –
JFG
1485
JDM Financial Group
Texas
$8.48K 29 +5 +21%
SMFG
1486
Sumitomo Mitsui Financial Group
Japan
$8.29K 28 -211 -88%
RBC
1487
Roble Belko & Company
Pennsylvania
$8K 27 – –
BFPW
1488
BOK Financial Private Wealth
Colorado
$7.31K 25 +25 New
PA
1489
PSI Advisors
Florida
$7.31K 25 – –
DJSG
1490
D.J. St. Germain
Massachusetts
$7.31K 25 – –
IPW
1491
Impact Partnership Wealth
Georgia
$7.02K 24 -12 -33%
FDCC
1492
Foster Dykema Cabot & Co
Massachusetts
$7K 25 – –
MLA
1493
MB, Levis & Associates
Pennsylvania
$6.14K 21 – –
AWA
1494
Authentikos Wealth Advisory
California
$6.14K 21 +21 New
CMP
1495
Coston McIsaac & Partners
Maine
$6K 22 +10 +83%
HWM
1496
HighMark Wealth Management
Minnesota
$5.85K 20 – –
TJHA
1497
Thomas J. Herzfeld Advisors
Florida
$5.85K 20 – –
PSB
1498
Piscataqua Savings Bank
New Hampshire
$5.26K 18 – –
SC
1499
Steph & Co
Wisconsin
$4.97K 17 – –
OC
1500
Oakworth Capital
Alabama
$4.97K 17 – –
58 59
60
61 62