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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 %
BFS
351
Bradley Foster & Sargent
Connecticut
$12.9M 38,385 +15,778 +70%
AI
352
Atria Investments
North Carolina
$12.9M 38,357 -498 -1%
CL
353
CIM LLC
New York
$12.7M 32,554 -280 -0.9%
FCI
354
Financial Counselors Inc
Kansas
$12.6M 37,425 +816 +2%
2
355
2Xideas
Switzerland
$12.5M 36,986 +156 +0.4%
Envestnet Portfolio Solutions
356
Envestnet Portfolio Solutions
Illinois
$12.4M 36,863 +4,356 +13%
DAM
357
Deepwater Asset Management
Minnesota
$12.3M 36,586 +1,275 +4%
CG
358
Carmignac Gestion
France
$12.3M 36,371 +10,764 +42%
CAN
359
Cetera Advisor Networks
California
$11.9M 35,285 +6,517 +23%
PA
360
Parallel Advisors
California
$11.9M 35,216 -543 -2%
AWM
361
AE Wealth Management
Kansas
$11.6M 31,053 -2,175 -7%
SW
362
SVB Wealth
Massachusetts
$11.6M 34,417 -8,247 -19%
II
363
Inspire Investing
Idaho
$11.5M 34,096 +580 +2%
GAM
364
Groupama Asset Management
France
$11.5M 34,024 +34,024 New
SRAM
365
Spouting Rock Asset Management
Pennsylvania
$11.4M 33,822 -8,025 -19%
TW
366
TritonPoint Wealth
Maryland
$11.4M 33,738 +33,738 New
SC
367
SouthState Corp
Florida
$11.4M 33,728 +121 +0.4%
LWM
368
Lyell Wealth Management
California
$11.4M 33,706 +243 +0.7%
Simplex Trading
369
Simplex Trading
Illinois
$11.3M 33,585 +33,585 New
Los Angeles Capital Management
370
Los Angeles Capital Management
California
$11.3M 33,566 -299,963 -90%
SBWIC
371
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.3M 33,565 +1,971 +6%
VAS
372
Valicenti Advisory Services
New York
$11.3M 33,412 -77 -0.2%
AWCI
373
Alpine Woods Capital Investors
New York
$11.2M 33,226 -100 -0.3%
PA
374
Profund Advisors
Maryland
$11.1M 32,830 +5,181 +19%
MWM
375
Mission Wealth Management
California
$10.9M 32,224 -48 -0.1%
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