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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 %
SPP
1601
Single Point Partners
Massachusetts
– – -709 Closed
FCM
1602
Fourpath Capital Management
Oklahoma
– – -698 Closed
VC
1603
Veracity Capital
Georgia
– – -696 Closed
BBA
1604
BLB&B Advisors
Pennsylvania
– – -693 Closed
BOS
1605
Bank of Stockton
California
– – -690 Closed
VCM
1606
Viewpoint Capital Management
Washington
– – -675 Closed
RPWA
1607
Regent Peak Wealth Advisors
Georgia
– – -671 Closed
BFA
1608
Bragg Financial Advisors
North Carolina
– – -660 Closed
CAM
1609
CenterStar Asset Management
Illinois
– – -656 Closed
FDS
1610
First Dallas Securities
Texas
– – -655 Closed
HTHT
1611
Hemenway Trust Hemenway Trust
New Hampshire
– – -654 Closed
SP
1612
Successful Portfolios
Florida
– – -653 Closed
RSWM
1613
Robertson Stephens Wealth Management
California
– – -650 Closed
TCPWM
1614
Traverso Chambers Private Wealth Management
California
– – -639 Closed
DWM
1615
Darwin Wealth Management
Florida
– – -627 Closed
SIG
1616
Spinnaker Investment Group
California
– – -625 Closed
RB
1617
Renasant Bank
Mississippi
– – -624 Closed
HKIMG
1618
Hutchens & Kramer Investment Management Group
Indiana
– – -621 Closed
EL
1619
EWA LLC
Pennsylvania
– – -619 Closed
TCWM
1620
Total Clarity Wealth Management
Illinois
– – -613 Closed
BFO
1621
Boston Family Office
Massachusetts
– – -607 Closed
PAIM
1622
Punch & Associates Investment Management
Minnesota
– – -600 Closed
LCM
1623
Lynwood Capital Management
Ontario, Canada
– – -600 Closed
VFG
1624
V2 Financial group
Illinois
– – -600 Closed
KFS
1625
Kaizen Financial Strategies
California
– – -600 Closed
63 64
65
66 67