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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 %
Nomura Holdings
601
Nomura Holdings
Japan
$3.05M +$3.05M +9,037 New
LIP
602
Lighthouse Investment Partners
Florida
$3.04M +$3.04M +9,007 New
BSW
603
Buckingham Strategic Wealth
Missouri
$3.02M -$9.11K -27 -0.3%
WT
604
Whittier Trust
California
$3.01M -$12.1K -36 -0.4%
AWM
605
Axxcess Wealth Management
California
$3.01M +$166K +492 +6%
BJL
606
Brighton Jones LLC
Washington
$2.99M -$8.1K -24 -0.3%
AMCA
607
Arthur M. Cohen & Associates
Illinois
$2.99M +$11.5K +34 +0.4%
BWM
608
BNC Wealth Management
Oregon
$2.95M +$20.9K +62 +0.7%
BCM
609
Brookstone Capital Management
Illinois
$2.95M +$498K +1,477 +20%
OAM
610
Ostrum Asset Management
France
$2.92M +$313K +928 +12%
LSA
611
L & S Advisors
California
$2.91M -$461K -1,366 -14%
TFS
612
Thoroughbred Financial Services
Tennessee
$2.9M +$307K +909 +12%
TCA
613
Trifecta Capital Advisors
Illinois
$2.89M +$206K +610 +8%
BCV
614
Banque Cantonale Vaudoise
Switzerland
$2.88M -$1.98M -5,869 -41%
BIM
615
Baldwin Investment Management
Pennsylvania
$2.86M +$334K +991 +13%
CK
616
Cohen Klingenstein
New York
$2.85M – – –
CLOS
617
Compagnie Lombard Odier SCmA
Switzerland
$2.83M – – –
HBT
618
Hills Bank & Trust
Iowa
$2.82M -$36.1K -107 -1%
JIP
619
Jaffetilchin Investment Partners
Florida
$2.82M -$40.1K -119 -1%
WTC
620
WhitTier Trust Company
Nevada
$2.82M -$3.37K -10 -0.1%
FCBT
621
First Citizens Bank & Trust
North Carolina
$2.82M -$1.25M -3,691 -31%
DAS
622
Dynamic Advisor Solutions
Arizona
$2.82M +$942K +2,920 +50%
SFA
623
Sequoia Financial Advisors
Ohio
$2.81M +$1.03M +3,054 +58%
VAS
624
Vestmark Advisory Solutions
Massachusetts
$2.8M -$15.5K -46 -0.6%
OAM
625
Oak Asset Management
California
$2.79M -$67.5K -200 -2%
23 24
25
26 27