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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 %
PP
1126
PDS Planning
Ohio
$453K +$19.6K +58 +5%
PCS
1127
Personal CFO Solutions
New Jersey
$452K +$160K +474 +55%
SMA
1128
Sage Mountain Advisors
Georgia
$449K +$26K +77 +6%
CA
1129
Commerzbank Aktiengesellschaft
Germany
$443K +$443K +1,311 New
AAM
1130
Ardevora Asset Management
United Kingdom
$439K -$11.2M -33,258 -96%
AI
1131
AXS Investments
New York
$437K -$51.3K -152 -11%
CA
1132
Clearstead Advisors
Ohio
$435K -$413K -1,225 -49%
GAA
1133
Green Alpha Advisors
Colorado
$435K -$57.4K -170 -12%
FFA
1134
Farther Finance Advisors
California
$435K +$205K +609 +90%
CFG
1135
Citizens Financial Group
Rhode Island
$432K -$56.3K -167 -12%
QWP
1136
Quotient Wealth Partners
Texas
$431K +$431K +1,279 New
ACM
1137
Advisors Capital Management
New Jersey
$431K +$26.6K +79 +7%
QC
1138
Quent Capital
New York
$425K +$86.7K +257 +26%
WANY
1139
Wealthspire Advisors (New York)
New York
$425K +$97.5K +289 +30%
KP
1140
Keel Point
Alabama
$424K +$14.8K +44 +4%
FDS
1141
First Dallas Securities
Texas
$423K +$423K +1,255 New
EA
1142
Everpar Advisors
Oklahoma
$422K +$422K +1,251 New
KFA
1143
Kapstone Financial Advisors
Ohio
$421K – – –
DWM
1144
Drive Wealth Management
Utah
$417K -$22.9K -68 -5%
IAG
1145
Investmark Advisory Group
Connecticut
$416K +$6.41K +19 +2%
CIA
1146
Choate Investment Advisors
Massachusetts
$414K +$115K +340 +38%
AC
1147
Allstate Corporation
Illinois
$414K -$58.7K -174 -12%
GW
1148
GW & Wade
Massachusetts
$413K – – –
TCWA
1149
Turtle Creek Wealth Advisors
Texas
$413K +$413K +1,224 New
CW
1150
Channel Wealth
California
$413K +$33.7K +100 +9%
44 45
46
47 48