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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 %
WAP
826
Wealthcare Advisory Partners
Pennsylvania
$1.2M -$110K -327 -8%
CAM
827
Close Asset Management
United Kingdom
$1.2M +$467K +1,383 +64%
RWM
828
Ritholtz Wealth Management
New York
$1.2M +$675 +2 +0.1%
GXJ
829
Global X Japan
Japan
$1.2M +$1.2M +3,545 New
MGIU
830
M&G Investments (USA)
Illinois
$1.18M +$1.18M +3,505 New
GA
831
Geller Advisors
New York
$1.17M -$2.36K -7 -0.2%
AP
832
Americana Partners
Texas
$1.17M -$2.02M -5,988 -63%
SB
833
Strategic Blueprint
Georgia
$1.17M +$20.6K +61 +2%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$1.16M +$273K +810 +31%
BFC
835
Bedel Financial Consulting
Indiana
$1.16M -$12.5K -37 -1%
GC
836
Gilbert & Cook
Iowa
$1.16M +$71.2K +211 +7%
IPAM
837
ICICI Prudential Asset Management
India
$1.15M +$98.2K +291 +9%
LFDLE
838
La Financiere de L'Echiquier
France
$1.15M -$84.3K -250 -7%
MCP
839
Mirador Capital Partners
California
$1.15M +$279K +826 +32%
SP
840
SWS Partners
Ohio
$1.14M -$18.2K -54 -2%
SWM
841
Sendero Wealth Management
Texas
$1.13M – – –
DWT
842
Dorsey & Whitney Trust
South Dakota
$1.13M +$340K +1,007 +43%
AC
843
Avestar Capital
New York
$1.13M +$102K +303 +10%
BM
844
Brandywine Managers
Delaware
$1.12M -$54.7K -162 -5%
SIM
845
Sentry Investment Management
Wisconsin
$1.11M +$426K +1,264 +62%
1WM
846
1858 Wealth Management
Ohio
$1.11M +$1.11M +3,280 New
VNIM
847
Vaughan Nelson Investment Management
Texas
$1.08M -$79.3K -235 -7%
TCOV
848
Trust Company of Vermont
Vermont
$1.08M -$471K -1,397 -30%
FMB
849
Field & Main Bank
Kentucky
$1.07M -$2.7K -8 -0.3%
IA
850
Inspire Advisors
Idaho
$1.06M +$702K +2,082 +195%
32 33
34
35 36