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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 %
CAG
776
Crestwood Advisors Group
Massachusetts
$1.4M +$51.3K +152 +4%
KPWS
777
Kestra Private Wealth Services
Texas
$1.4M +$126K +373 +10%
KWM
778
Kingsview Wealth Management
Oregon
$1.38M +$55.7K +165 +4%
HHGA
779
Halbert Hargrove Global Advisors
California
$1.38M +$20.6K +61 +2%
HAG
780
HighPoint Advisor Group
Illinois
$1.37M +$1.37M +3,502 New
GAG
781
GM Advisory Group
New York
$1.37M +$58.7K +174 +4%
MCM
782
McRae Capital Management
New Jersey
$1.37M – – –
IIA
783
IPG Investment Advisors
California
$1.37M +$706K +2,092 +106%
TAM
784
Trust Asset Management
Texas
$1.37M – – –
AG
785
Ascent Group
Virginia
$1.36M +$161K +421 +13%
NP
786
NorthRock Partners
Minnesota
$1.35M +$947K +2,807 +237%
EFM
787
E Fund Management
China
$1.34M -$63.1K -187 -4%
EP
788
Edgestream Partners
New Jersey
$1.34M +$1.34M +3,971 New
WH
789
Willner & Heller
California
$1.34M +$1.34M +3,965 New
FWIA
790
Fort Washington Investment Advisors
Ohio
$1.34M -$79.6K -236 -6%
ATC
791
Argent Trust Co
Tennessee
$1.34M -$55.3K -164 -4%
ECU
792
Eisler Capital (UK)
United Kingdom
$1.33M -$4.04M -11,963 -75%
WPC
793
Wedmont Private Capital
Pennsylvania
$1.32M +$548K +1,666 +71%
LSPW
794
Lake Street Private Wealth
Illinois
$1.32M +$991K +2,937 +297%
TPCW
795
TD Private Client Wealth
New York
$1.32M +$946K +2,805 +251%
FRA
796
Frank Rimerman Advisors
California
$1.31M – – –
LB
797
Legacy Bridge
Iowa
$1.31M -$25.3K -75 -2%
BFM
798
Boston Financial Management
Massachusetts
$1.3M -$7.09K -21 -0.5%
JPWM
799
Jamison Private Wealth Management
Georgia
$1.3M +$32.7K +97 +3%
HFA
800
Harbert Fund Advisors
Alabama
$1.3M -$1.57M -4,650 -55%
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