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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 %
WA
1526
WestEnd Advisors
North Carolina
$1.46K 5 +5 New
RA
1527
Rise Advisors
New York
$1.17K 4 -36 -90%
FGAM
1528
Financial Gravity Asset Management
Texas
$892 4 -338 -99%
NC
1529
NewSquare Capital
Pennsylvania
$877 3 -7 -70%
CCA
1530
Column Capital Advisors
Indiana
$877 3 – –
TH
1531
TCTC Holdings
Texas
$877 3 – –
CTB
1532
Country Trust Bank
Illinois
$877 3 – –
GWSA
1533
Global Wealth Strategies & Associates
Colorado
$877 3 – –
SWA
1534
SOA Wealth Advisors
New York
$877 3 – –
CTWM
1535
Cherry Tree Wealth Management
Minnesota
$877 3 – –
PCM
1536
Perritt Capital Management
Illinois
$877 3 +3 New
TWD
1537
True Wealth Design
Ohio
$585 2 – –
DFA
1538
DHJJ Financial Advisors
Illinois
$585 2 +2 New
TWP
1539
TFO Wealth Partners
Ohio
$342 1 +1 New
AIC
1540
Archer Investment Corporation
Indiana
$177 1 – –
SGA
1541
Sustainable Growth Advisers
Connecticut
– – -1,276,950 Closed
CIM
1542
CCLA Investment Management
United Kingdom
– – -217,833 Closed
RI
1543
RTW Investments
New York
– – -170,000 Closed
Fiera Capital (Canada)
1544
Fiera Capital (Canada)
Quebec, Canada
– – -95,167 Closed
BC
1545
Brookfield Corp
Ontario, Canada
– – -83,166 Closed
SCM
1546
Sandler Capital Management
New York
– – -64,087 Closed
MAM
1547
Meeder Asset Management
Ohio
– – -51,566 Closed
IHAM
1548
Integral Health Asset Management
New York
– – -36,000 Closed
CPIH
1549
Consolidated Press International Holdings
Australia
– – -30,096 Closed
ECM
1550
ExodusPoint Capital Management
New York
– – -28,455 Closed
60 61
62
63 64