ISRG icon

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 %
MCC
851
Money Concepts Capital
Florida
$1.06M -$4.72K -14 -0.4%
AIA
852
Alera Investment Advisors
Illinois
$1.06M +$1.06M +3,129 New
FNT
853
First National Trust
Pennsylvania
$1.05M +$38.8K +115 +4%
FUBT
854
First United Bank & Trust
Maryland
$1.05M +$159K +470 +18%
IIC
855
Ironwood Investment Counsel
Arizona
$1.05M -$33.7K -100 -3%
HWM
856
Hemington Wealth Management
Virginia
$1.05M – – –
FDCDDQ
857
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.05M -$350K -1,038 -25%
CCB
858
Country Club Bank
Missouri
$1.05M +$6.43K +19 +0.6%
SM
859
Sciencast Management
New Jersey
$1.04M +$1.04M +3,085 New
SCM
860
Suvretta Capital Management
New York
$1.04M – – –
OTPPB
861
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.03M +$36.8K +109 +4%
VVP
862
Venture Visionary Partners
Ohio
$1.03M +$14.5K +43 +1%
QI
863
Qtron Investments
Massachusetts
$1.02M +$82.7K +245 +9%
BC
864
Bartlett & Co
Ohio
$1.02M -$51.4K -152 -5%
BCWM
865
Bartlett & Co Wealth Management
Ohio
$1.02M -$51.4K -152 -5%
AFG
866
Albion Financial Group
Utah
$1.01M – – –
KWA
867
Kingswood Wealth Advisors
California
$1.01M +$58K +172 +6%
CI
868
Clal Insurance
Israel
$1.01M +$337K +1,000 +50%
CWM
869
Circle Wealth Management
New Jersey
$1.01M -$77.6K -230 -7%
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$1M -$189K -561 -16%
SSWM
871
Smith Salley Wealth Management
North Carolina
$1M -$28K -83 -3%
VFA
872
Valeo Financial Advisors
Indiana
$995K -$183K -543 -16%
ECM
873
Evergreen Capital Management
Washington
$993K +$11.8K +35 +1%
IIL
874
Insight Inv LLC
California
$985K – – –
PWP
875
Private Wealth Partners
California
$984K +$2.7K +8 +0.3%
33 34
35
36 37