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Intuitive Surgical
ISRG

Overview Fund Activity

1,658 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, 625 increasing their positions, 560 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,658
Holders Change
+119
Holders Change %
+7.73%
% of All Funds
24.31%
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
625
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

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

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
BlackRock
New York
$9.87B
4
Two Sigma Investments
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
451
OneDigital Investment Advisors
Kansas
$7.24M +$1.58M +4,688 +28%
CGH
452
Crossmark Global Holdings
Texas
$7.23M -$128K -379 -2%
GLA
453
Great Lakes Advisors
Illinois
$7.17M +$919K +2,725 +15%
BF
454
BOK Financial
Oklahoma
$7.12M +$662K +1,963 +10%
GS
455
GTS Securities
New York
$6.99M +$4.06M +12,046 +139%
SPS
456
Susquehanna Portfolio Strategies
Pennsylvania
$6.94M +$6.94M +20,575 New
PP
457
Prudential plc
United Kingdom
$6.92M -$101K -300 -1%
Focus Partners Wealth
458
Focus Partners Wealth
Massachusetts
$6.9M +$6.9M +20,456 New
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$6.82M -$413K -1,226 -6%
ASN
460
Advisory Services Network
Georgia
$6.79M -$98.2K -291 -1%
SEC
461
Seven Eight Capital
New York
$6.75M -$5.52M -16,358 -45%
ZCM
462
Ziegler Capital Management
Illinois
$6.75M +$245K +725 +4%
NB
463
Norinchukin Bank
Japan
$6.71M -$2.74M -8,123 -29%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$6.69M +$64.8K +192 +1%
MCA
465
Martin Capital Advisors
Texas
$6.64M -$675 -2 -0%
TFA
466
Teamwork Financial Advisors
Texas
$6.62M -$409K -1,212 -6%
LCM
467
Lattice Capital Management
Washington
$6.61M – – –
PFP
468
Pinnacle Financial Partners
Tennessee
$6.59M +$341K +1,012 +5%
MA
469
Montag & Associates
Georgia
$6.58M +$133K +393 +2%
SIC
470
Sigma Investment Counselors
Michigan
$6.45M +$238K +706 +4%
TF
471
Tompkins Financial
New York
$6.38M +$1.18M +3,494 +23%
AAM
472
Azzad Asset Management
Virginia
$6.37M +$797K +2,363 +14%
Baird Financial Group
473
Baird Financial Group
Wisconsin
$6.3M -$618K -1,831 -9%
MA
474
McBroom & Associates
Nevada
$6.27M +$19.9K +59 +0.3%
DLCIG
475
D.L. Carlson Investment Group
New Hampshire
$6.25M -$4.01M -10,540 -39%
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