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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 %
STA
801
Summit Trail Advisors
New York
$1.29M -$39.1K -116 -3%
AF
802
Alerus Financial
North Dakota
$1.28M -$229K -680 -15%
CCP
803
Clarity Capital Partners
California
$1.27M +$1.27M +3,778 New
WP
804
Westmount Partners
California
$1.27M -$3.04K -9 -0.2%
IFU
805
iSAM Funds (UK)
United Kingdom
$1.27M +$1.27M +3,752 New
SF
806
Summit Financial
New Jersey
$1.27M +$191K +565 +18%
AA
807
AlphaCentric Advisors
Puerto Rico
$1.27M – – –
CPC
808
Cookson Peirce & Co
Pennsylvania
$1.27M -$654K -1,939 -34%
FA
809
FDx Advisors
Illinois
$1.26M +$54.3K +161 +4%
CI
810
Cigna Investments
Connecticut
$1.26M -$2.36K -7 -0.2%
IB
811
Iyo Bank
Japan
$1.26M – – –
IFAM
812
Institutional & Family Asset Management
Colorado
$1.25M – – –
OLVIG
813
Oliver Lagore Vanvalin Investment Group
Michigan
$1.25M +$518K +1,535 +71%
BHCM
814
Brevan Howard Capital Management
Jersey
$1.24M +$847K +2,512 +216%
SAM
815
Strategy Asset Managers
California
$1.23M -$73.2K -217 -6%
WWM
816
Western Wealth Management
Colorado
$1.22M +$34.7K +103 +3%
MC
817
Martin Currie
United Kingdom
$1.22M +$455K +1,350 +60%
1WA
818
180 Wealth Advisors
Washington
$1.22M +$47.3K +143 +4%
ET
819
Equitable Trust
Tennessee
$1.21M +$559K +1,657 +85%
QWM
820
Quadcap Wealth Management
Texas
$1.21M +$1.21M +3,598 New
PFWA
821
Paces Ferry Wealth Advisors
Georgia
$1.21M +$4.05K +12 +0.3%
GA
822
GraniteShares Advisors
New York
$1.21M +$1.21M +3,586 New
KIA
823
Knollwood Investment Advisory
Maryland
$1.21M +$1.21M +3,581 New
1WM
824
1900 Wealth Management
Texas
$1.21M – – –
SYBT
825
Stock Yards Bank & Trust
Kentucky
$1.21M -$234K -693 -16%
31 32
33
34 35