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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 %
GM
951
GeoWealth Management
Illinois
$751K +$751K +2,226 New
SBIA
952
Sheaff Brock Investment Advisors
Indiana
$751K +$9.78K +29 +1%
FIM
953
Freedom Investment Management
Connecticut
$750K -$87.7K -260 -10%
LWMM
954
Legacy Wealth Management (Mississippi)
Mississippi
$746K – – –
C
955
Certuity
Florida
$742K +$85K +252 +13%
AWM
956
Avitas Wealth Management
California
$739K -$3.37K -10 -0.5%
AFP
957
Ausdal Financial Partners
Iowa
$739K +$11.1K +33 +2%
CTC
958
Central Trust Company
Missouri
$737K +$11.5K +34 +2%
CF
959
Centaurus Financial
California
$737K +$80.4K +238 +12%
QT
960
Quantbot Technologies
New York
$731K -$2.25M -6,665 -75%
CIA
961
Concurrent Investment Advisors
Florida
$728K +$728K +2,160 New
TIAA Trust, National Association
962
TIAA Trust, National Association
North Carolina
$727K +$38.8K +115 +6%
JGGDR
963
JGP Global Gestao de Recursos
Brazil
$724K -$2.36K -7 -0.3%
AA
964
Ancora Advisors
Ohio
$723K – – –
VEA
965
Virtus ETF Advisers
New York
$723K -$25.6K -76 -3%
1CP
966
17 Capital Partners
Arizona
$720K +$720K +2,134 New
MPPLM
967
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$719K +$56K +166 +8%
AFT
968
Alpha Family Trust
California
$717K – – –
WPW
969
Waldron Private Wealth
Pennsylvania
$710K -$79.3K -235 -10%
VCA
970
Verdence Capital Advisors
Maryland
$710K +$13.5K +40 +2%
WMC
971
Westwood Management Corporation
Illinois
$708K -$4.38M -13,000 -86%
FCM
972
Family Capital Management
Michigan
$707K -$8.43K -25 -1%
HI
973
Harrington Investments
California
$705K -$13.5K -40 -2%
Group One Trading
974
Group One Trading
Illinois
$705K +$705K +2,089 New
LGA
975
Lebenthal Global Advisors
New York
$700K +$700K +2,076 New
37 38
39
40 41