ISRG icon

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 %
FAIM
1051
Financial Advocates Investment Management
Washington
$552K +$35.8K +106 +7%
PCM
1052
Penserra Capital Management
California
$550K -$114K -339 -17%
WFG
1053
Wormser Freres Gestion
France
$549K +$549K +1,654 New
RCM
1054
RB Capital Management
Nevada
$549K -$24K -71 -4%
PHIC
1055
Pine Haven Investment Counsel
Massachusetts
$548K – – –
MSS
1056
Mitchell Sinkler & Starr
Pennsylvania
$547K +$65.8K +195 +14%
SPWM
1057
Schrum Private Wealth Management
Florida
$546K -$304K -900 -36%
FBB
1058
Fulton Breakefield Broenniman
Maryland
$544K -$10.1K -30 -2%
CCA
1059
Childress Capital Advisors
Texas
$543K +$71.9K +213 +15%
WA
1060
Wambolt & Associates
Colorado
$543K -$224K -663 -29%
CA
1061
Cullinan Associates
Kentucky
$540K – – –
IAN
1062
Integrated Advisors Network
Texas
$539K +$32K +95 +6%
NB
1063
NBT Bank
New York
$537K +$63.4K +188 +13%
AP
1064
AtonRa Partners
Switzerland
$536K -$49.3K -146 -8%
1W
1065
1776 Wealth
Georgia
$536K – – –
CP
1066
Covenant Partners
Tennessee
$532K -$61.4K -182 -10%
AWA
1067
Arkadios Wealth Advisors
Georgia
$531K +$86.7K +257 +19%
EGM
1068
Engineers Gate Manager
New York
$531K -$1.49M -4,415 -74%
SFI
1069
SPC Financial Inc
Maryland
$531K +$1.35K +4 +0.3%
ET
1070
Entropy Technologies
New York
$531K +$531K +1,574 New
PWMAG
1071
Pinnacle Wealth Management Advisory Group
New Jersey
$529K +$30.4K +90 +6%
DC
1072
Diametric Capital
Massachusetts
$529K -$1.67M -4,941 -76%
IA
1073
IFP Advisors
Florida
$524K +$21.9K +65 +4%
VWM
1074
Vivid Wealth Management
Iowa
$522K +$522K +1,547 New
FPAS
1075
Focus Partners Advisor Solutions
Missouri
$516K +$18.2K +54 +4%
41 42
43
44 45