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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 %
MMA
1101
Miracle Mile Advisors
California
$485K +$10.8K +32 +2%
RA
1102
Riverstone Advisors
Texas
$485K – – –
TFGT
1103
TS Financial Group (TSFG)
Illinois
$484K -$20.3K -60 -4%
NFG
1104
Nations Financial Group
Iowa
$483K +$5.4K +16 +1%
ILI
1105
Invesco LLC (Illinois)
Illinois
$483K -$70.8K -210 -13%
PFA
1106
Pure Financial Advisors
California
$483K +$11.5K +34 +2%
WSTAM
1107
Wilbanks Smith & Thomas Asset Management
Virginia
$480K – – –
PCIG
1108
Partners Capital Investment Group
Massachusetts
$480K +$192K +570 +67%
TIMH
1109
Tilt Investment Management Holdings
New York
$477K -$153K -453 -24%
EFS
1110
Essex Financial Services
Connecticut
$476K -$62.4K -185 -12%
SIC
1111
SFE Investment Counsel
California
$476K +$28K +83 +6%
VI
1112
Versor Investments
New York
$474K -$572K -1,696 -55%
NAM
1113
NorthCrest Asset Manangement
Minnesota
$472K +$25.6K +76 +6%
LC
1114
Lindbrook Capital
California
$471K +$98.8K +293 +27%
GKWIM
1115
Gerber Kawasaki Wealth & Investment Management
California
$470K – – –
HI
1116
Harbour Investments
Wisconsin
$469K +$112K +333 +32%
NPF
1117
Norris Perne & French
Michigan
$467K +$87K +258 +23%
SQA
1118
Simon Quick Advisors
New Jersey
$465K +$58.4K +173 +14%
TPI
1119
Trust Point Inc
Wisconsin
$463K +$463K +1,372 New
SAM
1120
Smartleaf Asset Management
Massachusetts
$461K +$461K +1,371 New
XS
1121
XR Securities
Illinois
$460K +$460K +1,364 New
FMP
1122
Financial Management Professionals
Texas
$460K – – –
TFM
1123
TFC Financial Management
Massachusetts
$458K -$675 -2 -0.1%
KA
1124
Kovack Advisors
Florida
$455K +$103K +305 +29%
RMC
1125
Resources Management Corp
Connecticut
$455K – – –
43 44
45
46 47