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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 %
ECM
576
Everence Capital Management
Indiana
$3.35M +$74.2K +220 +2%
WF
577
Welch & Forbes
Massachusetts
$3.34M -$18.6K -55 -0.6%
BCI
578
Brinker Capital Investments
Pennsylvania
$3.33M -$79.6K -242 -2%
OPS
579
Orion Portfolio Solutions
Nebraska
$3.33M -$79.6K -242 -2%
SPG
580
Strategic Planning Group
Utah
$3.31M +$3.31M +9,816 New
O
581
Ossiam
France
$3.29M +$278K +823 +9%
PF
582
Phoenix Financial
Israel
$3.29M +$38.6K +104 +1%
IAA
583
Independent Advisor Alliance
North Carolina
$3.25M -$29K -86 -0.9%
FTDI
584
First Trust Direct Indexing
Massachusetts
$3.25M +$141K +418 +5%
FT
585
Fiduciary Trust
Massachusetts
$3.24M -$61.1K -181 -2%
Squarepoint
586
Squarepoint
New York
$3.22M +$675 +2 +0%
AAS
587
Avantax Advisory Services
Texas
$3.21M +$136K +403 +4%
SCA
588
Snowden Capital Advisors
New York
$3.19M -$459K -1,362 -13%
SPIA
589
Steward Partners Investment Advisory
New York
$3.19M +$552K +1,636 +21%
FCT
590
Family Capital Trust
Massachusetts
$3.16M – – –
WR
591
WD Rutherford
Oregon
$3.16M -$18.8K -50 -0.6%
BPA
592
Beacon Pointe Advisors
California
$3.14M -$172K -511 -5%
AFC
593
AFT Forsyth & Company
Florida
$3.12M +$30.4K +90 +1%
RJT
594
Raymond James Trust
Florida
$3.08M -$396K -1,175 -11%
RA
595
Rockingstone Advisors
Massachusetts
$3.07M +$200K +592 +7%
FI
596
FJ Investments
Utah
$3.07M +$3.07M +9,100 New
NA
597
NewEdge Advisors
Louisiana
$3.07M +$349K +986 +13%
HCM
598
Highlander Capital Management
New Jersey
$3.06M – – –
LNC
599
Lincoln National Corp
Pennsylvania
$3.06M +$458K +1,358 +18%
SSA
600
Schonfeld Strategic Advisors
New York
$3.05M +$3.05M +9,038 New
22 23
24
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