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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 %
WCM Investment Management
1551
WCM Investment Management
California
– – -27,715 Closed
CCM
1552
Cinctive Capital Management
New York
– – -24,401 Closed
CCM
1553
Connective Capital Management
California
– – -23,237 Closed
ONGA
1554
O'Neil Global Advisors
California
– – -18,595 Closed
BCM
1555
Bayesian Capital Management
New York
– – -12,728 Closed
Wolverine Trading
1556
Wolverine Trading
Illinois
– – -11,003 Closed
HVM
1557
Harvest Volatility Management
Connecticut
– – -10,792 Closed
KA
1558
Kintegral Advisory
New York
– – -10,574 Closed
SSA
1559
Schonfeld Strategic Advisors
New York
– – -9,215 Closed
V
1560
Veritable
Delaware
– – -9,178 Closed
CF
1561
Copperwynd Financial
Arizona
– – -6,098 Closed
MS
1562
Maven Securities
Jersey
– – -5,549 Closed
VIA
1563
Vident Investment Advisory
Georgia
– – -5,408 Closed
ISWM
1564
Independent Solutions Wealth Management
New York
– – -5,248 Closed
SCA
1565
Southern Capital Advisors
Tennessee
– – -5,165 Closed
SWM
1566
Spire Wealth Management
Virginia
– – -4,914 Closed
ECM
1567
EMC Capital Management
Texas
– – -3,848 Closed
SCP
1568
Syntal Capital Partners
Texas
– – -3,825 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1569
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -3,719 Closed
SBH
1570
Segall Bryant & Hamill
Illinois
– – -2,501 Closed
CWA
1571
CM Wealth Advisors
Ohio
– – -2,329 Closed
CCM
1572
Crew Capital Management
Ohio
– – -2,246 Closed
OQS
1573
Occudo Quantitative Strategies
Florida
– – -2,049 Closed
MSAM
1574
Moloney Securities Asset Management
Missouri
– – -1,981 Closed
QAM
1575
Q3 Asset Management
Michigan
– – -1,815 Closed
61 62
63
64 65