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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 %
SPC
751
Sigma Planning Corp
Michigan
$1.55M -$2.09M -6,198 -57%
HFM
752
Harvest Fund Management
China
$1.54M +$508K +1,512 +49%
CM
753
Churchill Management
California
$1.54M -$273K -809 -15%
ACM
754
Alamar Capital Management
California
$1.53M +$55.3K +164 +4%
EIA
755
Eastover Investment Advisors
North Carolina
$1.52M +$41.8K +124 +3%
AIM
756
Alhambra Investment Management
Florida
$1.52M – – –
RWB
757
RMR Wealth Builders
New Jersey
$1.52M +$140K +416 +10%
GCM
758
Geneva Capital Management
Wisconsin
$1.51M +$653K +1,936 +76%
AHIA
759
Andrew Hill Investment Advisors
Florida
$1.5M +$1.5M +4,460 New
SP
760
Stablepoint Partners
Massachusetts
$1.5M +$1.5M +4,434 New
AA
761
ALPS Advisors
Colorado
$1.48M -$52.6K -156 -3%
IWC
762
Integrated Wealth Concepts
Massachusetts
$1.48M +$84.3K +250 +6%
AIM
763
Anchor Investment Management
South Carolina
$1.47M +$93.4K +277 +7%
ONB
764
Old National Bancorp
Indiana
$1.47M -$476K -1,411 -24%
GIA
765
Gladstone Institutional Advisory
Florida
$1.47M +$529K +1,569 +57%
CNBT
766
Canandaigua National Bank & Trust
New York
$1.46M -$149K -443 -9%
CHAM
767
Clear Harbor Asset Management
Connecticut
$1.46M +$53.6K +159 +4%
SC
768
Sepio Capital
Utah
$1.45M -$274K -811 -16%
DA
769
Doliver Advisors
Texas
$1.45M +$10.1K +30 +0.7%
CB
770
CNB Bank
Pennsylvania
$1.44M +$89.1K +264 +7%
HCM
771
Howland Capital Management
Massachusetts
$1.44M -$22.3K -66 -2%
WF
772
WoodTrust Financial
Wisconsin
$1.44M -$54.6K -162 -4%
HCM
773
Hollencrest Capital Management
California
$1.44M +$544K +1,614 +61%
CCM
774
Conway Capital Management
California
$1.42M -$25.3K -75 -2%
GD
775
Grandfield & Dodd
New York
$1.42M +$13.2K +39 +0.9%
29 30
31
32 33