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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 %
WPC
1076
Waters Parkerson & Co
Louisiana
$516K -$22.3K -66 -4%
PCA
1077
Pallas Capital Advisors
Massachusetts
$513K -$337 -1 -0.1%
Empower Advisory Group
1078
Empower Advisory Group
Colorado
$513K +$43.9K +130 +9%
WC
1079
Waterloo Capital
Texas
$511K +$168K +497 +49%
ECA
1080
Elevated Capital Advisors
Utah
$511K +$41.8K +124 +9%
VFA
1081
Values First Advisors
Tennessee
$510K +$125K +371 +33%
CSWM
1082
Cassady Schiller Wealth Management
Ohio
$508K -$21.6K -64 -4%
PCP
1083
Proficio Capital Partners
Massachusetts
$508K +$337 +1 +0.1%
FBFS
1084
First Business Financial Services
Wisconsin
$504K -$32.7K -97 -6%
BFO
1085
Biltmore Family Office
North Carolina
$503K -$36.8K -109 -7%
APP
1086
Avantax Planning Partners
Iowa
$502K +$41.5K +123 +9%
RIA
1087
Realta Investment Advisors
Delaware
$501K +$501K +1,485 New
OC
1088
Oarsman Capital
Wisconsin
$500K +$267K +790 +114%
MIS
1089
Morningstar Investment Services
Illinois
$499K +$499K +1,474 New
CA
1090
Cambridge Advisors
Nebraska
$499K – – –
AWA
1091
Arete Wealth Advisors
Illinois
$498K +$498K +1,475 New
BTWM
1092
Baker Tilly Wealth Management
Wisconsin
$493K -$125K -370 -20%
IWM
1093
IHT Wealth Management
Illinois
$492K +$25.3K +75 +5%
PP
1094
Pegasus Partners
Wisconsin
$492K – – –
GSEP
1095
Golden State Equity Partners
California
$491K +$80.6K +239 +20%
BMCM
1096
Bryn Mawr Capital Management
Pennsylvania
$489K – – –
TNA
1097
True North Advisors
Texas
$489K +$30.4K +90 +7%
CW
1098
Connectus Wealth
Ohio
$488K -$151K -447 -24%
CMI
1099
Clare Market Investments
Texas
$487K -$89.4K -265 -15%
GFP
1100
Guardian Financial Partners
California
$486K – – –
42 43
44
45 46