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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
24.3%
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
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 %
A
551
AustralianSuper
Australia
$3.87M +$578K +1,712 +18%
KOCAA
552
Knights of Columbus Asset Advisors
Connecticut
$3.87M +$33.1K +98 +0.9%
PIA
553
Petredis Investment Advisors
Pennsylvania
$3.83M -$135K -400 -3%
HPC
554
HM Payson & Co
Maine
$3.77M +$170K +505 +5%
GI
555
GAMCO Investors
Connecticut
$3.77M -$1.12M -3,332 -23%
NMIMC
556
Northwestern Mutual Investment Management Company
Wisconsin
$3.76M +$18.2K +54 +0.5%
ZB
557
Zions Bancorporation
Utah
$3.73M +$91.8K +272 +3%
NRS
558
Neville Rodie & Shaw
New York
$3.71M -$649K -1,925 -15%
IMRF
559
Illinois Municipal Retirement Fund
Illinois
$3.7M – – –
MGWM
560
Marks Group Wealth Management
Minnesota
$3.7M +$46.9K +139 +1%
AWM
561
Apollon Wealth Management
South Carolina
$3.69M +$901K +2,670 +32%
PAG
562
Private Advisor Group
New Jersey
$3.67M -$105K -310 -3%
QCM
563
Quantinno Capital Management
New York
$3.66M -$659K -1,953 -15%
BSAM
564
Blue Square Asset Management
New York
$3.65M -$13.8K -41 -0.4%
CAM
565
Covenant Asset Management
New Jersey
$3.64M -$399K -1,184 -10%
TW
566
Transform Wealth
Colorado
$3.62M -$539K -1,598 -13%
MFAM
567
Motley Fool Asset Management
Virginia
$3.53M +$222K +657 +7%
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$3.52M -$205K -607 -5%
SLI
569
Sumitomo Life Insurance
Japan
$3.47M -$134K -396 -4%
USAA
570
United Services Automobile Association
Texas
$3.46M +$3.46M +10,258 New
OCM
571
Orion Capital Management
California
$3.41M -$152K -450 -4%
RC
572
Roundview Capital
New Jersey
$3.37M +$5.74K +17 +0.2%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.37M +$10.2K +27 +0.3%
MCM
574
MAI Capital Management
Ohio
$3.37M +$1.59M +4,716 +90%
NL
575
NWAM LLC
Washington
$3.36M -$149K -441 -4%
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