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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
Meridian Wealth Management
Kentucky
$9.31M +$33.4K +99 +0.4%
OPERF
402
Oregon Public Employees Retirement Fund
Oregon
$9.27M -$8.33M -24,677 -47%
CC
403
Chicago Capital
Illinois
$9.22M +$9.22M +27,341 New
CIP
404
Chartwell Investment Partners
Pennsylvania
$9.19M +$1.26M +3,721 +16%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$9.17M +$97.5K +289 +1%
DILIC
406
Dai-ichi Life Insurance Company
Japan
$9M -$2.9M -8,610 -24%
Cambridge Investment Research Advisors
407
Cambridge Investment Research Advisors
Iowa
$8.89M -$314K -932 -3%
UB
408
UMB Bank
Missouri
$8.8M +$685K +2,029 +8%
CCM
409
Cinctive Capital Management
New York
$8.6M +$8.6M +25,497 New
WMSA
410
Weiss Multi-Strategy Advisers
New York
$8.56M +$3.19M +9,458 +59%
JIC
411
Johnson Investment Counsel
Ohio
$8.56M +$113K +334 +1%
SSA
412
Sierra Summit Advisors
Nevada
$8.54M +$8.54M +25,303 New
GT
413
Greenleaf Trust
Michigan
$8.52M -$293K -869 -3%
CM
414
Caption Management
Oklahoma
$8.5M +$8.5M +25,210 New
JSP
415
Jackson Square Partners
California
$8.48M -$1.02M -3,013 -11%
TAM
416
Tocqueville Asset Management
New York
$8.46M -$1.69K -5 -0%
BP
417
Broadleaf Partners
Ohio
$8.38M -$1.59M -4,712 -16%
BCM
418
Bayesian Capital Management
New York
$8.27M +$8.27M +24,520 New
UC
419
Unio Capital
New Jersey
$8.2M +$11.8K +35 +0.1%
PHS
420
PFM Health Sciences
California
$8.2M -$49.8M -147,736 -86%
P
421
Pitcairn
Pennsylvania
$8.2M -$8.1K -24 -0.1%
OSAM
422
O'Shaughnessy Asset Management
Connecticut
$8.18M +$1.24M +3,689 +18%
FG
423
Fiduciary Group
Georgia
$8.09M -$99.5K -295 -1%
NRW
424
Nova R Wealth
Kansas
$8.08M -$439K -1,300 -5%
AIP
425
Ameritas Investment Partners
Nebraska
$8.04M -$7.08K -21 -0.1%
15 16
17
18 19