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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 %
EFG
1001
Everhart Financial Group
Ohio
$658K +$169K +501 +35%
GL
1002
Graypoint LLC
New York
$658K +$135K +399 +26%
FFM
1003
Forum Financial Management
Illinois
$653K -$1.69K -5 -0.3%
GVAG
1004
Great Valley Advisor Group
Delaware
$651K +$72.2K +214 +12%
DIA
1005
Dana Investment Advisors
Wisconsin
$650K -$198K -587 -23%
PI
1006
PFG Investments
New York
$649K – – –
MMG
1007
Monetary Management Group
Missouri
$646K – – –
PIA
1008
Perennial Investment Advisors
California
$641K -$675 -2 -0.1%
CB
1009
Centennial Bank
Arkansas
$639K -$13.2K -39 -2%
CI
1010
CX Institutional
Indiana
$638K -$59.4K -176 -9%
TSS
1011
Two Sigma Securities
New York
$637K -$5.87M -17,388 -90%
ANTB
1012
AMG National Trust Bank
Colorado
$619K +$45.9K +136 +8%
SWM
1013
SeaCrest Wealth Management
New York
$618K -$14.2K -44 -2%
CCG
1014
Catalina Capital Group
California
$617K +$617K +1,828 New
FCP
1015
Fidelis Capital Partners
Florida
$615K +$27K +80 +5%
GRP
1016
Global Retirement Partners
California
$608K -$62.7K -173 -9%
NL
1017
Navalign LLC
California
$607K – – –
SAM
1018
Sycomore Asset Management
France
$607K +$467K +1,382 +332%
LFA
1019
Legacy Financial Advisors
Kentucky
$598K +$72.9K +216 +14%
EG
1020
Ellerson Group
Maryland
$597K – – –
FHC
1021
First Heartland Consultants
Missouri
$597K -$10.1K -30 -2%
VCM
1022
Virtue Capital Management
Tennessee
$596K -$62.8K -195 -10%
FFN
1023
Focus Financial Network
Minnesota
$595K – – –
TWM
1024
Tradition Wealth Management
Minnesota
$595K +$121K +359 +26%
LAM
1025
Lewis Asset Management
California
$593K +$593K +1,757 New
39 40
41
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