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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 %
CII
326
Capital International Inc
California
$15.5M 45,850 +4,726 +11%
TC
327
Tenere Capital
New York
$15.4M 45,634 +3,532 +8%
FMI
328
Factory Mutual Insurance
Massachusetts
$15.4M 45,600 – –
N
329
Natixis
France
$15.3M 45,440 -54,397 -54%
LMIM
330
Lockheed Martin Investment Management
Maryland
$14.9M 47,550 +47,550 New
SCM
331
Shelton Capital Management
Colorado
$14.7M 43,603 -10,262 -19%
Pathstone Holdings
332
Pathstone Holdings
New Jersey
$14.7M 43,418 +43,418 New
EHI
333
Eagle Health Investments
Connecticut
$14.6M 43,390 – –
FC
334
Forte Capital
New York
$14.5M 43,117 -1,307 -3%
IGAM
335
iA Global Asset Management
Quebec, Canada
$14.5M 42,959 +1,940 +5%
AAB
336
ABN AMRO Bank
Netherlands
$14.4M 42,517 -2,527 -6%
Vontobel Holding
337
Vontobel Holding
Switzerland
$14.3M 42,422 -1,134 -3%
AIM
338
ARK Investment Management
Florida
$14.1M 41,789 +4,672 +13%
CAPTRUST Financial Advisors
339
CAPTRUST Financial Advisors
North Carolina
$14.1M 41,721 +739 +2%
CWM
340
Congress Wealth Management
Massachusetts
$13.9M 41,277 +589 +1%
CAM
341
Cresset Asset Management
Illinois
$13.8M 40,954 +3,904 +11%
BCIM
342
British Columbia Investment Management
British Columbia, Canada
$13.6M 40,444 +8,584 +27%
AQR Capital Management
343
AQR Capital Management
Connecticut
$13.5M 40,086 -40,197 -50%
IHAM
344
Integral Health Asset Management
New York
$13.5M 40,000 +40,000 New
SC
345
Slow Capital
California
$13.4M 39,711 +40 +0.1%
SOADOR
346
State of Alaska Department of Revenue
Alaska
$13.4M 39,649 -3,345 -8%
Wealthfront Advisers
347
Wealthfront Advisers
California
$13.1M 38,921 +3,106 +9%
Mercer Global Advisors
348
Mercer Global Advisors
Colorado
$13.1M 38,848 +762 +2%
WI
349
Wintrust Investments
Illinois
$13M 38,596 +2,682 +7%
DLA
350
Douglas Lane & Associates
New York
$13M 38,403 -5,241 -12%
12 13
14
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