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Intuitive Surgical
ISRG

Overview Fund Activity

1,545 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, 549 increasing their positions, 553 reducing their positions, and 56 closing their positions.

Holders
1,545
Holders Change
+143
Holders Change %
+10.2%
% of All Funds
24.37%
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
549
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 %
WBC
1551
Westpac Banking Corp
Australia
– – -44,439 Closed
SWG
1552
Summit Wealth Group
Vermont
– – -41,386 Closed
PMEF
1553
Point72 Middle East FZE
United Arab Emirates
– – -40,971 Closed
WEG
1554
World Equity Group
Illinois
– – -40,552 Closed
TC
1555
Tenere Capital
New York
– – -24,960 Closed
CGA
1556
Compound Global Advisors
Washington
– – -17,837 Closed
PRC
1557
Pearl River Capital
Michigan
– – -15,920 Closed
TC
1558
TwinBeech Capital
New York
– – -13,282 Closed
ACM
1559
Aquatic Capital Management
Illinois
– – -11,800 Closed
HFA
1560
Harbert Fund Advisors
Alabama
– – -9,750 Closed
Jacobs Levy Equity Management
1561
Jacobs Levy Equity Management
New Jersey
– – -6,521 Closed
ETH
1562
Exos TFP Holdings
New York
– – -5,696 Closed
SWIG
1563
Strategic Wealth Investment Group
Kentucky
– – -4,614 Closed
LOAME
1564
Lombard Odier Asset Management (Europe)
United Kingdom
– – -3,375 Closed
LOAMS
1565
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -2,659 Closed
CCS
1566
Concentric Capital Strategies
Connecticut
– – -2,390 Closed
MCCA
1567
Mill Creek Capital Advisors
Pennsylvania
– – -2,378 Closed
MHS
1568
M Holdings Securities
Oregon
– – -2,251 Closed
FC
1569
Financial Consulate
Maryland
– – -1,968 Closed
Capstone Investment Advisors
1570
Capstone Investment Advisors
New York
– – -1,810 Closed
MM
1571
MQS Management
New York
– – -1,698 Closed
QIM
1572
Quantitative Investment Management
Virginia
– – -1,650 Closed
BHCM
1573
Boulder Hill Capital Management
New York
– – -1,600 Closed
JFG
1574
Jefferies Financial Group
New York
– – -1,578 Closed
VI
1575
Versor Investments
New York
– – -1,500 Closed
61 62
63
64 65