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Intuitive Surgical
ISRG

Overview Fund Activity

1,656 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, 623 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,656
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.29%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.67%
New
242
Increased
623
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
WCM Investment Management
2
WCM Investment Management
California
$576M
3
AIM
3
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
4
Deutsche Bank
Germany
$433M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
3
BlackRock
New York
$9.87B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$343M 1,015,589 -58,438 -5%
Holocene Advisors
52
Holocene Advisors
New York
$326M 965,911 +292,366 +43%
TD Asset Management
53
TD Asset Management
Ontario, Canada
$324M 960,176 -60,276 -6%
Fayez Sarofim & Co
54
Fayez Sarofim & Co
Texas
$323M 830,950 +16,562 +2%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$315M 932,482 +155,575 +20%
Viking Global Investors
56
Viking Global Investors
Connecticut
$314M 931,484 +290,501 +45%
Wells Fargo
57
Wells Fargo
California
$306M 905,809 -9,643 -1%
CS
58
Credit Suisse
Switzerland
$299M 886,338 -30,122 -3%
AM
59
AGF Management
Ontario, Canada
$289M 855,896 +12,336 +1%
William Blair Investment Management
60
William Blair Investment Management
Illinois
$286M 848,324 +85,137 +11%
BG
61
Bellevue Group
Switzerland
$281M 832,041 +3,042 +0.4%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$265M 786,790 +2,862 +0.4%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$262M 775,031 +141,194 +22%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$248M 737,685 -95,459 -11%
Lazard Asset Management
65
Lazard Asset Management
New York
$244M 724,286 -96,154 -12%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$243M 715,325 +122,036 +21%
MIM
67
Meridiem Investment Management
United Kingdom
$242M 717,444 +120,388 +20%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$238M 705,290 -392,172 -36%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$237M 703,962 +299,348 +74%
Arrowstreet Capital
70
Arrowstreet Capital
Massachusetts
$227M 671,484 -53,397 -7%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$225M 665,842 -11,611 -2%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$212M 629,544 -22,564 -3%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$212M 628,630 +92,262 +17%
DDC
74
DF Dent & Co
Maryland
$211M 625,434 +10,217 +2%
Allianz Asset Management
75
Allianz Asset Management
Germany
$211M 624,176 -25,703 -4%
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