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Intuitive Surgical
ISRG

Overview Fund Activity

1,537 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, 510 reducing their positions, and 113 closing their positions.

Holders
1,537
Holders Change
-7
Holders Change %
-0.45%
% of All Funds
24.51%
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
510
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 %
GP
1576
Geneva Partners
Wisconsin
– – -1,573 Closed
AWA
1577
Arete Wealth Advisors
Illinois
– – -1,534 Closed
Nomura Holdings
1578
Nomura Holdings
Japan
– – -1,425 Closed
CIP
1579
Convergence Investment Partners
Florida
– – -1,252 Closed
Financial Engines Advisors
1580
Financial Engines Advisors
California
– – -1,145 Closed
E
1581
Ergoteles
New York
– – -1,066 Closed
OW
1582
Olistico Wealth
Oklahoma
– – -1,045 Closed
BWP
1583
BSW Wealth Partners
Colorado
– – -1,028 Closed
WP
1584
WMS Partners
Maryland
– – -984 Closed
BHPW
1585
Beverly Hills Private Wealth
California
– – -970 Closed
GA
1586
GraniteShares Advisors
New York
– – -961 Closed
TCBWMS
1587
Texas Capital Bank Wealth Management Services
Texas
– – -941 Closed
CIS
1588
Continental Investors Services
Washington
– – -906 Closed
YMRC
1589
Yorktown Management & Research Company
Virginia
– – -900 Closed
EW
1590
Evoke Wealth
California
– – -873 Closed
SFC
1591
Strategic Financial Concepts
Texas
– – -861 Closed
ALAM
1592
Asahi Life Asset Management
Japan
– – -840 Closed
SHWM
1593
Smith & Howard Wealth Management
Georgia
– – -822 Closed
DCM
1594
Driehaus Capital Management
Illinois
– – -803 Closed
AFG
1595
Atomi Financial Group
New York
– – -800 Closed
FNBOO
1596
First National Bank of Omaha
Nebraska
– – -759 Closed
B
1597
Barings
North Carolina
– – -759 Closed
SMWM
1598
Silvia McColl Wealth Management
California
– – -742 Closed
AT
1599
Arden Trust
Delaware
– – -716 Closed
SPP
1600
Single Point Partners
Massachusetts
– – -709 Closed
62 63
64
65 66