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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 %
FCH
651
Freestone Capital Holdings
Washington
$2.45M +$164K +485 +7%
PS
652
Principal Securities
Iowa
$2.44M +$2.44M +7,229 New
HWAM
653
Hennion & Walsh Asset Management
New Jersey
$2.42M -$742K -2,199 -23%
CA
654
Cetera Advisors
Colorado
$2.41M +$834K +2,472 +53%
PAM
655
Panagora Asset Management
Massachusetts
$2.39M – – –
LCM
656
Legato Capital Management
California
$2.39M – – –
JWBC
657
J.W. Burns & Co
New York
$2.36M -$83.3K -247 -3%
HI
658
Horizon Investments
North Carolina
$2.35M +$963K +2,855 +70%
SC
659
Syon Capital
California
$2.34M +$1.19M +3,517 +103%
RA
660
RiverPark Advisors
New York
$2.31M -$22.9K -68 -1%
MAM
661
Martingale Asset Management
Massachusetts
$2.31M -$439K -1,300 -16%
SSI
662
Scott & Selber Inc
Texas
$2.3M -$30K -89 -1%
DWP
663
Daymark Wealth Partners
Ohio
$2.3M -$517K -1,532 -18%
DAM
664
Derbend Asset Management
Georgia
$2.3M -$2.02K -6 -0.1%
HCA
665
Harbor Capital Advisors
Illinois
$2.27M +$34.4K +102 +2%
EF
666
Empowered Funds
Pennsylvania
$2.27M +$203K +601 +10%
MLL
667
Moody Lynn & Lieberson
Massachusetts
$2.27M -$1.1M -3,265 -33%
MYLI
668
Meiji Yasuda Life Insurance
Japan
$2.26M -$14.8K -44 -0.7%
PA
669
PFG Advisors
Arizona
$2.25M +$14.2K +42 +0.6%
NP
670
Nilsine Partners
Colorado
$2.21M -$236K -700 -10%
VA
671
Vident Advisory
Georgia
$2.2M +$169K +502 +8%
AF
672
Allworth Financial
California
$2.18M -$192K -568 -8%
LWAM
673
Legacy Wealth Asset Management
Minnesota
$2.16M -$29K -86 -1%
DI
674
DFPG Investments
Utah
$2.16M +$144K +448 +7%
NEI
675
Northwest & Ethical Investments
Ontario, Canada
$2.16M +$2.16M +6,391 New
25 26
27
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