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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 %
MNBTD
701
Moody National Bank Trust Division
Texas
$1.91M -$1.34M -3,966 -41%
DC
702
Davenport & Co
Virginia
$1.9M +$223K +661 +13%
CSS
703
Cubist Systematic Strategies
Connecticut
$1.88M +$495K +1,466 +36%
RCM
704
Riverpark Capital Management
New York
$1.87M – – –
CUAMC
705
China Universal Asset Management Company
China
$1.86M -$205K -607 -10%
SAG
706
SageView Advisory Group
California
$1.86M +$1.6M +4,241 +619%
AC
707
AXQ Capital
New Jersey
$1.86M +$371K +1,100 +25%
Luther King Capital Management (LKCM)
708
Luther King Capital Management (LKCM)
Texas
$1.85M -$3.37K -10 -0.2%
SAM
709
Simplify Asset Management
Nevada
$1.84M -$659K -1,954 -26%
CCS
710
Concentric Capital Strategies
Connecticut
$1.83M +$395K +1,172 +28%
AWM
711
Accurate Wealth Management
Florida
$1.83M -$18.5K -51 -1%
HWM
712
HB Wealth Management
Georgia
$1.82M -$27K -80 -1%
AW
713
Alaethes Wealth
Nevada
$1.82M -$7.76K -23 -0.4%
HH
714
Hilltop Holdings
Texas
$1.82M +$483K +1,432 +36%
PA
715
Procyon Advisors
Connecticut
$1.81M +$215K +638 +14%
HSA
716
HBK Sorce Advisory
Pennsylvania
$1.8M +$1.01K +3 +0.1%
PWM
717
Perigon Wealth Management
California
$1.8M +$62.7K +186 +4%
AA
718
Altman Advisors
Illinois
$1.8M -$675 -2 -0%
TC
719
TownSquare Capital
Utah
$1.79M -$1.53M -4,536 -46%
TFIPS
720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.79M +$1.79M +5,293 New
EHC
721
Everett Harris & Co
California
$1.78M – – –
CPIM
722
Coalescence Partners Investment Management
New York
$1.78M +$1.78M +5,267 New
PFS
723
Prospera Financial Services
Texas
$1.77M -$115K -342 -6%
IP
724
Intellectus Partners
California
$1.77M -$92.8K -275 -5%
WCM
725
Whitener Capital Management
North Carolina
$1.76M -$16.9K -50 -0.9%
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