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 %
SVWAG
876
Sound View Wealth Advisors Group
Georgia
$984K +$11.1K +33 +1%
CT
877
Columbia Trust
Oregon
$982K +$122K +363 +14%
LIM
878
Leavell Investment Management
Alabama
$980K – – –
RMCM
879
Reynders McVeigh Capital Management
Massachusetts
$979K -$728K -2,157 -43%
IAS
880
Insigneo Advisory Services
Florida
$970K +$191K +565 +24%
CCA
881
Checchi Capital Advisers
California
$970K +$23.6K +70 +2%
BP
882
Ballentine Partners
Massachusetts
$964K +$307K +910 +47%
AAP
883
Arax Advisory Partners
Colorado
$960K +$144K +426 +18%
Impax Asset Management Group
884
Impax Asset Management Group
United Kingdom
$950K +$365K +1,082 +62%
UM
885
UniSuper Management
Australia
$949K -$859K -2,547 -48%
FHA
886
Flagship Harbor Advisors
Massachusetts
$939K +$675 +2 +0.1%
SS
887
Sunbelt Securities
Texas
$938K – – –
HBT
888
Heartland Bank & Trust
Illinois
$923K +$34.7K +103 +4%
PWPS
889
Pinnacle Wealth Planning Services
Ohio
$922K +$80.6K +239 +10%
PPWP
890
Premier Path Wealth Partners
New Jersey
$913K +$913K +2,758 New
A
891
AlphaQuest
New York
$909K +$909K +2,695 New
JSC
892
Jackson Square Capital
California
$903K +$480K +1,422 +113%
BL
893
Balentine LLC
Georgia
$898K +$167K +495 +23%
MW
894
Marcum Wealth
Ohio
$892K -$31.4K -93 -3%
BIG
895
Brooklyn Investment Group
New York
$892K +$892K +2,645 New
LOIM
896
Liberty One Investment Management
Illinois
$890K -$42.5K -126 -5%
IFWM
897
Institute for Wealth Management
Colorado
$889K – – –
WA
898
Wealth Alliance
New York
$887K -$106K -315 -11%
CPIG
899
Chicago Partners Investment Group
Illinois
$886K -$14.4K -39 -2%
SIG
900
Stonegate Investment Group
Alabama
$879K +$69.5K +206 +9%
34 35
36
37 38