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Intuitive Surgical
ISRG

Overview Fund Activity

1,657 hedge funds and large institutions have $102B invested in Intuitive Surgical in 2023 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 624 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,657
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.3%
Holding in Top 10
47
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.08%
% of All Funds
0.69%
New
242
Increased
624
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
WCM Investment Management
2
WCM Investment Management
California
$576M
3
AIM
3
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
4
Deutsche Bank
Germany
$433M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
3
BlackRock
New York
$9.87B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
301
Creative Planning
Kansas
$18.1M 53,789 +1,945 +4%
CFB
302
Cullen/Frost Bankers
Texas
$17.9M 52,994 -149 -0.3%
ACM
303
Atika Capital Management
New York
$17.7M 52,600 -2,900 -5%
WP
304
Waycross Partners
Kentucky
$17.7M 52,349 -3,094 -6%
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$17.6M 52,258 -1,542 -3%
ACIM
306
Azimuth Capital Investment Management
Michigan
$17.6M 52,235 -234 -0.4%
HW
307
Hancock Whitney
Mississippi
$17.4M 51,546 -283 -0.5%
LIM
308
Lingotto Investment Management
United Kingdom
$17.3M 51,357 +18,500 +56%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$17.3M 51,301 +2,504 +5%
RIA
310
RPG Investment Advisory
California
$17.3M 51,254 +447 +0.9%
Nordea Investment Management
311
Nordea Investment Management
Sweden
$17.3M 51,150 +640 +1%
GT
312
Glenmede Trust
Pennsylvania
$17.1M 50,616 -6,347 -11%
MGI
313
MayTech Global Investments
New York
$17.1M 50,575 +188 +0.4%
SFM
314
Soros Fund Management
New York
$16.9M 50,000 +50,000 New
Pacer Advisors
315
Pacer Advisors
Pennsylvania
$16.9M 49,950 +5,803 +13%
NAM
316
Nissay Asset Management
Japan
$16.8M 49,706 +4,083 +9%
BIAS
317
Beacon Investment Advisory Services
New Jersey
$16.7M 49,491 -1,336 -3%
HP
318
Hikari Power
Japan
$16.7M 49,410 – –
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$16.6M 49,300 -300 -0.6%
IG
320
Ithaka Group
Virginia
$16.6M 49,260 -833 -2%
WT
321
Washington Trust
Rhode Island
$16.6M 49,235 -466 -0.9%
SAM
322
Silvercrest Asset Management
New York
$16.3M 48,283 +558 +1%
CBUSF
323
Construction & Building Unions Superannuation Fund
Australia
$16M 47,460 – –
MOACM
324
Mutual of America Capital Management
New York
$15.9M 47,222 -2,058 -4%
Lido Advisors
325
Lido Advisors
California
$15.5M 46,019 +11,947 +35%
11 12
13
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