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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 %
CWP
626
Cyndeo Wealth Partners
Florida
$2.78M -$1.82M -5,408 -40%
TMAM
627
Tokio Marine Asset Management
Japan
$2.78M +$155K +460 +6%
GP
628
Girard Partners
Pennsylvania
$2.77M -$49.6K -147 -2%
CCM
629
Coldstream Capital Management
Washington
$2.77M +$147K +435 +6%
AIMCA
630
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.73M – – –
FBT
631
First Bank & Trust
South Dakota
$2.73M -$86.7K -257 -3%
FRA
632
Front Row Advisors
California
$2.71M +$16.9K +50 +0.6%
PIMJS
633
PKO Investment Management Joint-Stock
Poland
$2.7M +$1.69M +5,000 +167%
HCM
634
Hodges Capital Management
Texas
$2.69M +$195K +579 +8%
HA
635
Herold Advisors
New York
$2.68M – – –
CCM
636
Canal Capital Management
Virginia
$2.68M +$291K +864 +12%
WG
637
Winton Group
United Kingdom
$2.66M -$1.67M -4,949 -39%
RFN
638
RDA Financial Network
Iowa
$2.66M -$358K -1,061 -12%
DWM
639
Dakota Wealth Management
Florida
$2.66M -$669K -1,982 -20%
SI
640
Stephens Inc
Arkansas
$2.65M -$118K -350 -4%
SA
641
Strategic Advocates
Utah
$2.63M +$167K +495 +7%
RP
642
Regal Partners
Australia
$2.6M +$166K +493 +7%
PWM
643
Pinnacle Wealth Management
California
$2.57M -$44.5K -132 -2%
MUAMU
644
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.53M +$675K +2,000 +36%
VI
645
Vestcor Inc
New Brunswick, Canada
$2.53M -$26.3K -78 -1%
WCM
646
Wisconsin Capital Management
Wisconsin
$2.52M +$144K +428 +6%
KCM
647
Kornitzer Capital Management
Kansas
$2.51M +$219K +650 +10%
GITFIT
648
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.5M – – –
IB
649
Intrust Bank
Kansas
$2.49M -$13.8K -41 -0.6%
WDA
650
Wendell David Associates
New Hampshire
$2.45M -$101K -300 -4%
24 25
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