ISRG icon

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 %
KAS
526
Kestra Advisory Services
Texas
$4.53M +$179K +530 +4%
LP
527
LMR Partners
United Kingdom
$4.53M +$1.62M +4,811 +56%
CC
528
Cornerstone Capital
California
$4.47M +$15.2K +45 +0.3%
HFS
529
Hantz Financial Services
Michigan
$4.39M +$48.9K +145 +1%
RBA
530
Richard Bernstein Advisors
New York
$4.39M +$3.04K +9 +0.1%
AG
531
AIA Group
Hong Kong
$4.39M +$711K +2,108 +19%
CGIM
532
Capital Group Investment Management
Singapore
$4.37M +$43.5K +129 +1%
LA
533
LBP AM
France
$4.37M -$1.78M -5,264 -29%
WS
534
Wedbush Securities
California
$4.31M -$55K -163 -1%
DADC
535
D.A. Davidson & Co
Montana
$4.29M +$171K +506 +4%
VIM
536
Vinva Investment Management
Australia
$4.26M +$578K +1,709 +16%
PCOC
537
Power Corp of Canada
Canada
$4.25M – – –
OA
538
Oak Associates
Ohio
$4.24M -$38.5K -114 -0.9%
KRSITF
539
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.23M -$106K -313 -2%
PGFC
540
Peapack-Gladstone Financial Corp
New Jersey
$4.17M -$16.2K -48 -0.4%
CA
541
Cornerstone Advisors
North Carolina
$4.15M -$472K -1,400 -10%
EF
542
Empirical Finance
Pennsylvania
$4.12M +$4.05K +12 +0.1%
LT
543
Legacy Trust
Michigan
$4.07M +$35.4K +105 +0.9%
TIA
544
Tandem Investment Advisors
South Carolina
$4.07M -$251K -745 -6%
NIMI
545
Natixis Investment Managers International
France
$3.99M +$20.2K +60 +0.5%
1SB
546
1ST Source Bank
Indiana
$3.96M -$48.9K -145 -1%
JAM
547
Jupiter Asset Management
United Kingdom
$3.96M -$6.4M -18,958 -62%
SSB
548
Sandy Spring Bank
Maryland
$3.94M +$230K +681 +6%
KFP
549
KMG Fiduciary Partners
Ohio
$3.93M +$204K +606 +5%
BG
550
Bahl & Gaynor
Ohio
$3.93M +$192K +570 +5%
20 21
22
23 24