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Intuitive Surgical
ISRG

Overview Fund Activity

1,656 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, 623 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,656
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.29%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.67%
New
242
Increased
623
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 %
American Century Companies
26
American Century Companies
Missouri
$764M 2,264,201 +61,963 +3%
Charles Schwab
27
Charles Schwab
California
$706M 2,094,141 +63,726 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$652M 1,931,629 +90,072 +5%
ClearBridge Investments
29
ClearBridge Investments
New York
$648M 1,920,194 -6,661 -0.3%
Winslow Capital Management
30
Winslow Capital Management
Minnesota
$623M 1,846,093 -31,811 -2%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$616M 1,824,646 -22,827 -1%
Brown Advisory
32
Brown Advisory
Maryland
$597M 1,769,614 -49,243 -3%
WCM Investment Management
33
WCM Investment Management
California
$576M 1,700,806 +1,700,806 New
UBS Group
34
UBS Group
Switzerland
$564M 1,672,063 +399,479 +31%
UBS AM
35
UBS AM
Illinois
$546M 1,617,297 -303,201 -16%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$496M 1,469,270 -4,981 -0.3%
Macquarie Group
37
Macquarie Group
Australia
$481M 1,425,852 -36,797 -3%
Barclays
38
Barclays
United Kingdom
$457M 1,354,898 +324,846 +32%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$447M 1,319,313 +166,442 +14%
Coatue Management
40
Coatue Management
New York
$439M 1,301,595 +516,054 +66%
Deutsche Bank
41
Deutsche Bank
Germany
$433M 1,283,660 +587,783 +84%
AIM
42
Alphinity Investment Management
Australia
$431M 1,276,158 +677,455 +113%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$422M 1,250,124 -2,557 -0.2%
Millennium Management
44
Millennium Management
New York
$413M 1,223,539 +327,505 +37%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$411M 1,217,945 +146,514 +14%
Pictet Asset Management
46
Pictet Asset Management
Switzerland
$400M 1,185,563 +291,121 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$383M 1,136,532 +232,392 +26%
Marshall Wace
48
Marshall Wace
United Kingdom
$376M 1,114,551 +329,478 +42%
Swiss National Bank
49
Swiss National Bank
Switzerland
$371M 1,098,700 -28,500 -3%
PI
50
Putnam Investments
Massachusetts
$346M 1,026,264 -45,016 -4%
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