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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 %
AFG
926
Allegheny Financial Group
Pennsylvania
$829K – – –
PWM
927
Purus Wealth Management
California
$825K +$3.37K +10 +0.4%
CCP
928
Clarkston Capital Partners
Michigan
$825K – – –
VAM
929
Vienna Asset Management
California
$814K +$814K +2,460 New
VSQM
930
V-Square Quantitative Management
Illinois
$812K +$341K +1,012 +73%
LG
931
LaFleur & Godfrey
Michigan
$802K -$35.4K -105 -4%
HIA
932
Harbor Investment Advisory
Maryland
$800K -$19.9K -59 -2%
SF
933
Synovus Financial
Georgia
$798K -$341K -1,011 -30%
PIM
934
Penobscot Investment Management
Massachusetts
$794K +$106K +315 +15%
WPWM
935
Western Pacific Wealth Management
Illinois
$794K +$65.1K +193 +9%
AWP
936
Atlas Wealth Partners
Pennsylvania
$787K -$75K -200 -9%
GGA
937
Granite Group Advisors
Connecticut
$783K +$783K +2,066 New
OWM
938
OneAscent Wealth Management
Alabama
$777K +$15.5K +46 +2%
BWG
939
Boomfish Wealth Group
Georgia
$773K +$773K +2,291 New
HCMG
940
Howard Capital Management Group
California
$772K – – –
GBWM
941
Granite Bay Wealth Management
New Hampshire
$770K – – –
RIL
942
Rothschild Investment LLC
Illinois
$767K -$33.4K -99 -4%
OFS
943
OneAscent Financial Services
Alabama
$766K +$766K +2,270 New
ECM
944
EagleClaw Capital Management
Massachusetts
$759K – – –
LJAC
945
L.J. Altfest & Co
New York
$758K -$590K -1,747 -44%
B
946
Bellecapital
Switzerland
$757K -$3.04K -9 -0.4%
EB
947
Eastern Bank
Massachusetts
$756K -$1.35K -4 -0.2%
CWM
948
Chesapeake Wealth Management
Virginia
$755K +$147K +435 +24%
DI
949
Diligent Investors
California
$753K – – –
FB
950
Fulton Bank
Pennsylvania
$751K -$14.5K -43 -2%
36 37
38
39 40