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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 %
MAS
726
Meeder Advisory Services
Ohio
$1.75M +$144K +426 +9%
MSK
727
Melissa S. Kampmann
$1.74M +$37.1K +110 +2%
CG
728
Caprock Group
Idaho
$1.74M +$88.7K +263 +5%
CFGS
729
Concourse Financial Group Securities
Alabama
$1.73M +$825K +2,445 +91%
BFEC
730
Benjamin F. Edwards & Company
Missouri
$1.73M +$1.46M +4,334 +540%
SWS
731
SYSTM Wealth Solutions
Illinois
$1.69M -$1.09M -3,228 -39%
SFS
732
Stiles Financial Services
Minnesota
$1.67M -$41.2K -122 -2%
GJWM
733
Gilliland Jeter Wealth Management
Arkansas
$1.67M +$1.67M +4,951 New
TCM
734
Traynor Capital Management
Pennsylvania
$1.66M +$324K +961 +24%
TYCC
735
Texas Yale Capital Corp
Florida
$1.65M -$337 -1 -0%
ACA
736
Aptus Capital Advisors
Alabama
$1.64M -$2.17M -6,430 -57%
BWP
737
Balboa Wealth Partners
Arizona
$1.63M -$264K -782 -14%
AI
738
Atom Investors
Texas
$1.63M +$1.63M +4,832 New
SIA
739
Schechter Investment Advisors
Michigan
$1.63M +$75.6K +224 +5%
SC
740
Savant Capital
Illinois
$1.62M +$509K +1,509 +46%
QCG
741
Quadrant Capital Group
Ohio
$1.62M +$561K +1,662 +53%
EH
742
Equitable Holdings
New York
$1.59M -$29.7K -88 -2%
RAM
743
Redmond Asset Management
Virginia
$1.59M -$217K -643 -12%
SDIC
744
South Dakota Investment Council
South Dakota
$1.57M – – –
MCC
745
Malaga Cove Capital
California
$1.57M +$65.1K +193 +4%
SCA
746
Stonebridge Capital Advisors
Minnesota
$1.57M +$35.4K +105 +2%
PFG
747
PAX Financial Group
Texas
$1.57M -$395K -1,021 -20%
SWM
748
Segment Wealth Management
Texas
$1.56M +$251K +745 +19%
AWM
749
Angeles Wealth Management
California
$1.56M +$6.75K +20 +0.4%
CRC
750
Curi RMB Capital
Illinois
$1.55M -$27.7K -82 -2%
28 29
30
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