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Intuitive Surgical
ISRG

Overview Fund Activity

1,656 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, 623 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,656
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.29%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.67%
New
242
Increased
623
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
WCM Investment Management
2
WCM Investment Management
California
$576M
3
AIM
3
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
4
Deutsche Bank
Germany
$433M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
3
BlackRock
New York
$9.87B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
Assenagon Asset Management
76
Assenagon Asset Management
Luxembourg
$205M 607,190 -132,281 -18%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$203M 602,584 +42,374 +8%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$200M 592,336 +180,276 +44%
BNP Paribas Asset Management
79
BNP Paribas Asset Management
France
$199M 590,959 +259,850 +78%
Principal Financial Group
80
Principal Financial Group
Iowa
$198M 587,344 +15,860 +3%
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$191M 566,734 +301,908 +114%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$190M 564,326 +7,779 +1%
National Pension Service
83
National Pension Service
South Korea
$187M 555,442 +9,816 +2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$181M 537,764 +39,270 +8%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$181M 537,618 -43,298 -7%
Dimensional Fund Advisors
86
Dimensional Fund Advisors
Texas
$175M 519,807 +4,335 +0.8%
SEI Investments
87
SEI Investments
Pennsylvania
$174M 516,081 +1,577 +0.3%
Victory Capital Management
88
Victory Capital Management
Texas
$170M 504,850 +32,362 +7%
HL
89
Harding Loevner
New Jersey
$169M 497,792 -7,346 -1%
O
90
OrbiMed
New York
$168M 499,000 – –
LIP
91
Liontrust Investment Partners
United Kingdom
$167M 493,762 -40,231 -8%
Royal London Asset Management
92
Royal London Asset Management
United Kingdom
$164M 486,243 +4,072 +0.8%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$163M 483,940 +14,904 +3%
RG
94
Rathbones Group
United Kingdom
$163M 483,894 +162 +0%
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$161M 499,534 +34,674 +7%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$154M 456,422 +98,020 +27%
CIBC Private Wealth Group
97
CIBC Private Wealth Group
Georgia
$150M 444,902 +812 +0.2%
GGHC
98
Gilder Gagnon Howe & Co
New York
$147M 436,896 -2,314 -0.5%
Thrivent Financial for Lutherans
99
Thrivent Financial for Lutherans
Minnesota
$145M 430,528 +19,534 +5%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$143M 423,455 +10,172 +2%
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4
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