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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 %
FSWA
1526
Financial Synergies Wealth Advisors
Texas
$2.05K 6 – –
HFM
1527
Hartford Financial Management
Connecticut
$2.05K 6 – –
GJIA
1528
Glass Jacobson Investment Advisors
Maryland
$2.05K 6 +6 New
BG
1529
Bollard Group
Massachusetts
$2K 5 +5 New
HS
1530
Horan Securities
United States
$1.71K 5 – –
TAM
1531
Tucker Asset Management
Colorado
$1.71K 5 -1 -17%
USB
1532
Union Savings Bank
Connecticut
$1.62K 5 +5 New
CCA
1533
Column Capital Advisors
Indiana
$1.03K 3 – –
CTB
1534
Country Trust Bank
Illinois
$1.03K 3 – –
SWA
1535
SOA Wealth Advisors
New York
$1.03K 3 – –
GWSA
1536
Global Wealth Strategies & Associates
Colorado
$1.03K 3 – –
TH
1537
TCTC Holdings
Texas
$1.03K 3 – –
CTWM
1538
Cherry Tree Wealth Management
Minnesota
$1.03K 3 +3 New
TFA
1539
Transamerica Financial Advisors
Florida
$1K 1 – –
PI
1540
PEAK6 Investments
Illinois
$701 2 -1 -33%
TWD
1541
True Wealth Design
Ohio
$684 2 – –
AIC
1542
Archer Investment Corporation
Indiana
$207 1 -910 -100%
ECM
1543
EMC Capital Management
Texas
$199 3,848 +2,348 +157%
Comerica Bank
1544
Comerica Bank
Texas
$13 20,206 +20,206 New
JPMPWA
1545
J.P. Morgan Private Wealth Advisors
California
– – -524,160 Closed
Renaissance Technologies
1546
Renaissance Technologies
New York
– – -412,330 Closed
OIAM
1547
OFI Invest Asset Management
France
– – -207,186 Closed
MCM
1548
Moore Capital Management
New York
– – -55,887 Closed
PA
1549
Perceptive Advisors
New York
– – -50,000 Closed
WBC
1550
Westpac Banking Corp
Australia
– – -44,439 Closed
60 61
62
63 64