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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 %
FFP
901
FourThought Financial Partners
Florida
$872K +$5.06K +15 +0.6%
1IA
902
1834 Investment Advisors
Wisconsin
$871K -$746K -2,210 -46%
TTWM
903
TCV Trust & Wealth Management
Virginia
$869K +$12.1K +36 +1%
USCWA
904
U.S. Capital Wealth Advisors
Texas
$869K -$906K -2,687 -51%
CI
905
Conning Inc
Connecticut
$862K – – –
GI
906
GAMMA Investing
California
$861K +$861K +2,277 New
PA
907
Pinnacle Associates
New York
$861K +$84.7K +251 +11%
SC
908
Scotia Capital
Ontario, Canada
$851K -$118K -350 -12%
JIC
909
Joel Isaacson & Co
New York
$848K +$1.69K +5 +0.2%
DWA
910
Douglass Winthrop Advisors
New York
$846K +$67.5K +200 +9%
GFP
911
Gryphon Financial Partners
Ohio
$845K -$329K -489 -28%
CGL
912
Clarius Group LLC
Washington
$844K -$55K -163 -6%
MOS
913
MGO One Seven
Ohio
$844K +$88.7K +263 +12%
SRC
914
Stone Run Capital
New York
$843K -$675 -2 -0.1%
TIA
915
Tiemann Investment Advisors
California
$842K -$71.9K -213 -8%
NCGI
916
Next Century Growth Investors
Minnesota
$841K -$451K -1,337 -35%
FCG
917
Fielder Capital Group
Tennessee
$841K +$841K +2,493 New
MIM
918
Moseley Investment Management
Florida
$840K -$4.05K -12 -0.5%
KIA
919
KCM Investment Advisors
California
$839K -$29K -86 -3%
FFS
920
Founders Financial Securities
Maryland
$838K +$289K +856 +53%
LSAG
921
Lake Street Advisors Group
New Hampshire
$836K +$836K +2,479 New
BAM
922
Belpointe Asset Management
Nevada
$835K -$40.5K -120 -5%
BEI
923
Benjamin Edwards Inc
Missouri
$835K +$460K +1,364 +123%
PVH
924
Psagot Value Holdings
Israel
$833K +$35.9K +106 +4%
AM
925
Atwater Malick
Pennsylvania
$830K +$830K +2,461 New
35 36
37
38 39