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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 %
MIM
1501
Macroview Investment Management
Maryland
$4.97K 17 +17 New
LFA
1502
LGT Financial Advisors
Texas
$4.97K 17 +17 New
DWA
1503
Delos Wealth Advisors
Texas
$4.69K 15 – –
NMG
1504
New Millennium Group
Utah
$4.09K 14 – –
FMTCOCP
1505
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K 15 – –
PS
1506
PayPay Securities
Japan
$3.52K 8 – –
FCA
1507
FinTrust Capital Advisors
South Carolina
$3.51K 12 – –
JGIA
1508
Jackson Grant Investment Advisers
Connecticut
$3.51K 12 – –
M
1509
MOTCO
Texas
$3.22K 11 – –
DCBT
1510
Dakota Community Bank & Trust
North Dakota
$3.22K 11 – –
LIM
1511
Longfellow Investment Management
Massachusetts
$2.92K 10 – –
ECM
1512
Everence Capital Management
Indiana
$2.84K 9,710 +3,410 +54%
GFPC
1513
Global Financial Private Client
Florida
$2.66K 9 – –
CTA
1514
Colonial Trust Advisors
South Carolina
$2.63K 9 – –
PCTC
1515
Perkins Coie Trust Company
Washington
$2.63K 9 +9 New
KA
1516
Kozak & Associates
Colorado
$2.37K 8 +8 New
SIC
1517
SJS Investment Consulting
Ohio
$2.34K 8 +1 +14%
TAM
1518
Tucker Asset Management
Colorado
$2.34K 8 +3 +60%
Legacy Financial Group (Iowa)
1519
Legacy Financial Group (Iowa)
Iowa
$2.05K 7 +7 New
FSWA
1520
Financial Synergies Wealth Advisors
Texas
$1.75K 6 – –
HFM
1521
Hartford Financial Management
Connecticut
$1.75K 6 – –
FAM
1522
Flaharty Asset Management
Florida
$1.75K 6 +6 New
GJIA
1523
Glass Jacobson Investment Advisors
Maryland
$1.46K 5 -1 -17%
RG
1524
Retirement Group
California
$1.46K 5 -9 -64%
USB
1525
Union Savings Bank
Connecticut
$1.46K 5 – –
59 60
61
62 63