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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 %
AGP
1626
Autumn Glory Partners
Texas
– – -595 Closed
SA
1627
Strategic Advisors
New York
– – -592 Closed
FFA
1628
Fragasso Financial Advisors
Pennsylvania
– – -588 Closed
CFO
1629
CVA Family Office
Colorado
– – -541 Closed
CA
1630
Crewe Advisors
Utah
– – -220 Closed
FA
1631
Fiduciary Alliance
South Carolina
– – -169 Closed
HDIM
1632
Hanson & Doremus Investment Management
Vermont
– – -119 Closed
PIAS
1633
PCA Investment Advisory Services
Ohio
– – -102 Closed
ODG
1634
O'Dell Group
Ohio
– – -90 Closed
AS
1635
Altshuler Shaham
Israel
– – -90 Closed
IAIM
1636
Industrial Alliance Investment Management
Quebec, Canada
– – -83 Closed
SF
1637
Safeguard Financial
Wisconsin
– – -81 Closed
RI
1638
Ridgewood Investments
New Jersey
– – -65 Closed
TFP
1639
Tilia Fiduciary Partners
North Carolina
– – -65 Closed
FBC
1640
Fairfield, Bush & Co
Connecticut
– – -42 Closed
CWA
1641
Clearview Wealth Advisors
Oregon
– – -33 Closed
OIS
1642
Okabena Investment Services
Minnesota
– – -27 Closed
WAM
1643
Worth Asset Management
Texas
– – -25 Closed
SIS
1644
Sound Income Strategies
Florida
– – -20 Closed
2L
1645
25 LLC
Missouri
– – -19 Closed
IGWM
1646
ICA Group Wealth Management
Colorado
– – -12 Closed
CAS
1647
Coppell Advisory Solutions
Texas
– – -11 Closed
DI
1648
Disciplined Investments
Oklahoma
– – -9 Closed
BG
1649
Bollard Group
Massachusetts
– – -5 Closed
HS
1650
Horan Securities
United States
– – -5 Closed
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