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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
+$1.68B
2
WCM Investment Management
WCM Investment Management
California
+$576M
3
AIM
Alphinity Investment Management
Australia
+$229M
4
Deutsche Bank
Deutsche Bank
Germany
+$198M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$180M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$720M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$608M
3
BlackRock
BlackRock
New York
-$267M
4
Two Sigma Investments
Two Sigma Investments
New York
-$160M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
501
Vestor Capital
Illinois
$5.23M +$3.09M +9,166 +144%
M
502
Mirova
France
$5.23M -$5.06K -15 -0.1%
MGP
503
Metis Global Partners
California
$5.22M -$324K -961 -6%
Verition Fund Management
504
Verition Fund Management
Connecticut
$5.19M +$3.29M +9,767 +174%
SFI
505
Siemens Fonds Invest
Germany
$5.12M +$21.6K +64 +0.4%
AAF
506
Andra AP-fonden
Sweden
$5.09M -$472K -1,400 -8%
SB
507
Simmons Bank
Arkansas
$5.06M -$101K -300 -2%
BMSSC
508
B. Metzler seel. Sohn & Co
Germany
$5.01M -$12.9M -38,379 -72%
TI
509
Tidal Investments
Wisconsin
$5.01M +$642K +1,903 +15%
EWA
510
EP Wealth Advisors
California
$5.01M -$9.11K -27 -0.2%
FLII
511
First Long Island Investors
New York
$4.96M – – –
MAM
512
Marketfield Asset Management
New York
$4.93M – – –
NW
513
NewEdge Wealth
Pennsylvania
$4.86M -$159K -470 -3%
BST
514
Bath Savings Trust
Maine
$4.85M -$6.41K -19 -0.1%
MLICM
515
Metropolitan Life Insurance Company (MetLife)
New York
$4.83M -$69.5K -206 -1%
PHM
516
Prospect Hill Management
New Jersey
$4.83M – – –
AHB
517
Abner Herrman & Brock
New Jersey
$4.81M +$4.81M +14,260 New
TAF
518
Tredje AP-fonden
Sweden
$4.78M -$2.8M -8,300 -37%
MYAM
519
Meiji Yasuda Asset Management
Japan
$4.78M -$155K -460 -3%
AWS
520
Atria Wealth Solutions
New York
$4.77M +$270K +801 +6%
SG Americas Securities
521
SG Americas Securities
New York
$4.76M -$2.43M -7,199 -34%
JF
522
Jump Financial
Illinois
$4.75M +$4.16M +12,326 +701%
BIP
523
Bouvel Investment Partners
Pennsylvania
$4.7M +$85.7K +254 +2%
OC
524
Oppenheimer & Co
New York
$4.69M +$539K +1,597 +13%
TI
525
Trexquant Investment
Connecticut
$4.68M -$347K -1,028 -7%
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