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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 %
MTIC
1026
Missouri Trust & Investment Company
Missouri
$592K – – –
PNC
1027
Park National Corp
Ohio
$590K – – –
HT
1028
Heritage Trust
Oklahoma
$586K +$6.07K +18 +1%
GWMR
1029
GC Wealth Management RIA
Massachusetts
$586K +$586K +1,737 New
CT
1030
Clearstead Trust
Maine
$583K +$583K +1,727 New
DGAM
1031
Desjardins Global Asset Management
Quebec, Canada
$582K -$436K -1,293 -43%
BTI
1032
Blue Trust Inc
Georgia
$581K -$19K -65 -3%
AWA
1033
Aaron Wealth Advisors
Illinois
$580K +$61.4K +182 +12%
AWM
1034
Avior Wealth Management
Nebraska
$580K – – –
PP
1035
Patron Partners
Texas
$577K -$25.6K -76 -4%
MWM
1036
Modera Wealth Management
New Jersey
$575K -$4.05K -12 -0.7%
MG
1037
Mather Group
Illinois
$568K +$25.6K +76 +5%
MSFS
1038
Main Street Financial Solutions
Pennsylvania
$568K +$24K +71 +4%
CCFM
1039
Clear Creek Financial Management
Washington
$567K +$79.3K +235 +16%
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$567K +$75.6K +224 +15%
RMDI
1041
R.M. Davis Inc
Maine
$559K – – –
CQS
1042
Credential Qtrade Securities
$558K -$24.3K -72 -4%
RWPA
1043
Richard W. Paul & Associates
Michigan
$556K -$17.5K -52 -3%
IEFM
1044
IQ EQ Fund Management
Ireland
$556K – – –
PCM
1045
Parsons Capital Management
Rhode Island
$555K – – –
CW
1046
CreativeOne Wealth
Kansas
$555K +$25.3K +75 +5%
PPP
1047
Private Portfolio Partners
New Jersey
$555K – – –
CT
1048
Chicago Trust
Illinois
$554K -$16.9K -50 -3%
BFIM
1049
Beese Fulmer Investment Management
Ohio
$554K -$26.3K -78 -5%
CFP
1050
Catalyst Financial Partners
Massachusetts
$553K +$11.1K +33 +2%
40 41
42
43 44