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Intuitive Surgical
ISRG

Overview Fund Activity

1,318 hedge funds and large institutions have $59.1B invested in Intuitive Surgical in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 545 increasing their positions, 455 reducing their positions, and 235 closing their positions.

Holders
1,318
Holders Change
-144
Holders Change %
-9.85%
% of All Funds
22.29%
Holding in Top 10
30
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25%
% of All Funds
0.51%
New
111
Increased
545
Reduced
455
Closed
235
Calls
$900M
Puts
$727M
Net Calls
+$173M
Net Calls Change
+$55.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$903M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.66B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$179M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$5.16B
5
Goldman Sachs
5
Goldman Sachs
New York
$379M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$1.48B
3
Jennison Associates
3
Jennison Associates
New York
$645M
4
Invesco
4
Invesco
Georgia
$381M
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.67B
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
1501
Paragon Wealth Strategies
Florida
– – -726 Closed
FCM
1502
Fourpath Capital Management
Oklahoma
– – -726 Closed
TCM
1503
Tufton Capital Management
Maryland
– – -720 Closed
PWLP
1504
Prio Wealth Limited Partnership
Massachusetts
– – -720 Closed
RPWA
1505
Regent Peak Wealth Advisors
Georgia
– – -718 Closed
FSC
1506
Full Sail Capital
Oklahoma
– – -716 Closed
BWM
1507
BT Wealth Management
Georgia
– – -708 Closed
PTP
1508
Platform Technology Partners
New York
– – -706 Closed
AWE
1509
Avidian Wealth Enterprises
Texas
– – -706 Closed
PP
1510
PDS Planning
Ohio
– – -702 Closed
MC
1511
Machina Capital
France
– – -700 Closed
HFS
1512
Howard Financial Services
Texas
– – -695 Closed
FM
1513
Foster & Motley
Ohio
– – -694 Closed
BBA
1514
BLB&B Advisors
Pennsylvania
– – -693 Closed
DCM
1515
Donaldson Capital Management
Indiana
– – -689 Closed
MPM
1516
Meritage Portfolio Management
Kansas
– – -687 Closed
BBNA
1517
Bremer Bank National Association
Minnesota
– – -684 Closed
AHC
1518
Adell Harriman & Carpenter
Texas
– – -682 Closed
RSWM
1519
Robertson Stephens Wealth Management
California
– – -681 Closed
MMPW
1520
Mitchell McLeod Pugh & Williams
Alabama
– – -679 Closed
HTHT
1521
Hemenway Trust Hemenway Trust
New Hampshire
– – -678 Closed
OIA
1522
OneDigital Investment Advisors
Kansas
– – -677 Closed
PIM
1523
Penobscot Investment Management
Massachusetts
– – -675 Closed
VCM
1524
Viewpoint Capital Management
Washington
– – -675 Closed
CWM
1525
Chesapeake Wealth Management
Virginia
– – -674 Closed
59 60
61
62 63