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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 %
S
676
SignatureFD
Georgia
$2.15M +$71.9K +213 +3%
EAM
677
Exome Asset Management
New York
$2.14M +$2.14M +6,358 New
CAM
678
Claret Asset Management
Quebec, Canada
$2.13M +$125K +371 +6%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$2.13M -$61.1K -181 -3%
DZ Bank
680
DZ Bank
Germany
$2.12M +$1.32M +3,924 +166%
AAM
681
Advisors Asset Management
Colorado
$2.11M -$472K -1,398 -18%
KWM
682
Keebeck Wealth Management
Illinois
$2.11M +$12.5K +37 +0.6%
FFB
683
First Financial Bankshares
Texas
$2.1M +$2.1M +6,220 New
TVWM
684
Tower View Wealth Management
Wisconsin
$2.09M +$1.35K +4 +0.1%
FWP
685
Falcon Wealth Planning
California
$2.08M +$2.08M +6,176 New
GIM
686
Goelzer Investment Management
Indiana
$2.07M +$2.07M +6,127 New
DT
687
Diversified Trust
Tennessee
$2.06M -$239K -707 -10%
BFG
688
Berger Financial Group
Minnesota
$2.05M -$5.74K -17 -0.3%
SWA
689
Stratos Wealth Advisors
Ohio
$2.01M +$100K +297 +5%
SM
690
STF Management
Texas
$2.01M +$76.9K +228 +4%
OHIS
691
Oak Harvest Investment Services
Texas
$2.01M +$1.05M +3,124 +111%
BRWA
692
B. Riley Wealth Advisors
Florida
$2M -$521K -1,545 -21%
PCIA
693
Prime Capital Investment Advisors
Kansas
$2M +$1.42M +4,218 +248%
LTAS
694
Linden Thomas Advisory Services
North Carolina
$2M +$174K +517 +10%
SWM
695
Spire Wealth Management
Virginia
$1.99M +$1.99M +5,302 New
IAS
696
IMA Advisory Services
Colorado
$1.98M -$101K -299 -5%
CPA
697
Court Place Advisors
Maryland
$1.97M -$87.7K -260 -4%
FHA
698
First Horizon Advisors
Tennessee
$1.93M +$25.3K +75 +1%
CAAS
699
Capital Asset Advisory Services
Michigan
$1.92M +$49.9K +148 +3%
FHB
700
First Hawaiian Bank
Hawaii
$1.91M -$2.18M -6,465 -53%
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