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Intuitive Surgical
ISRG

Overview Fund Activity

1,544 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, 548 increasing their positions, 553 reducing their positions, and 56 closing their positions.

Holders
1,544
Holders Change
+143
Holders Change %
+10.21%
% of All Funds
24.36%
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
548
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 %
PSB
1501
Piscataqua Savings Bank
New Hampshire
$6.15K 18 – –
OC
1502
Oakworth Capital
Alabama
$5.81K 17 – –
WWM
1503
Wolff Wiese Magana
California
$5.81K 17 +1 +6%
SC
1504
Steph & Co
Wisconsin
$5.81K 17 +17 New
DWA
1505
Delos Wealth Advisors
Texas
$5.13K 15 – –
PFP
1506
Pinnacle Financial Partners
Tennessee
$5.13K 15 – –
ADL
1507
Asset Dedication LLC
California
$5K 15 -6 -29%
FMTCOCP
1508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K 15 +15 New
NMG
1509
New Millennium Group
Utah
$4.79K 14 -4 -22%
RG
1510
Retirement Group
California
$4.79K 14 – –
IGWM
1511
ICA Group Wealth Management
Colorado
$4.1K 12 -3,276 -100%
JGIA
1512
Jackson Grant Investment Advisers
Connecticut
$4.1K 12 – –
CMP
1513
Coston McIsaac & Partners
Maine
$4K 12 – –
DCBT
1514
Dakota Community Bank & Trust
North Dakota
$3.76K 11 – –
M
1515
MOTCO
Texas
$3.76K 11 +11 New
CAS
1516
Coppell Advisory Solutions
Texas
$3.72K 11 +11 New
FGAM
1517
Financial Gravity Asset Management
Texas
$3.66K 342 +342 New
NC
1518
NewSquare Capital
Pennsylvania
$3.42K 10 -26 -72%
LIM
1519
Longfellow Investment Management
Massachusetts
$3.42K 10 – –
FCA
1520
FinTrust Capital Advisors
South Carolina
$3.19K 12 – –
CTA
1521
Colonial Trust Advisors
South Carolina
$3.08K 9 – –
DI
1522
Disciplined Investments
Oklahoma
$3.08K 9 – –
GFPC
1523
Global Financial Private Client
Florida
$3.02K 9 – –
PS
1524
PayPay Securities
Japan
$2.74K 8 -4 -33%
SIC
1525
SJS Investment Consulting
Ohio
$2.39K 7 +2 +40%
59 60
61
62 63