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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 %
RF
1151
RHS Financial
California
$411K +$411K +1,219 New
ICP
1152
Interchange Capital Partners
Pennsylvania
$411K -$16.6K -49 -4%
IP
1153
Ignite Planners
California
$409K -$130K -394 -24%
MSAM
1154
Moloney Securities Asset Management
Missouri
$406K +$406K +1,204 New
PCI
1155
Planning Center Inc
Illinois
$405K -$2.02K -6 -0.5%
VC
1156
Veery Capital
Delaware
$402K +$7.09K +21 +2%
YC
1157
Yarbrough Capital
Tennessee
$401K – – –
CMS
1158
Capital Market Strategies
Florida
$400K -$5.4K -16 -1%
AA
1159
Apriem Advisors
California
$399K – – –
LWM
1160
Laidlaw Wealth Management
New York
$399K +$33.1K +98 +9%
LWM
1161
LJI Wealth Management
Indiana
$398K – – –
LSA
1162
Lion Street Advisors
Texas
$398K -$23.3K -69 -6%
LJHT
1163
Laurie J. Hall Trustee
$396K – – –
JWCA
1164
J.W. Coons Advisors
Ohio
$395K +$22.3K +66 +6%
WIM
1165
WealthPlan Investment Management
Nebraska
$395K +$30.7K +91 +8%
UWPG
1166
Ullmann Wealth Partners Group
Florida
$392K +$13.5K +40 +4%
LAM
1167
L2 Asset Management
Massachusetts
$390K +$333K +988 +585%
WMA
1168
Wealth Management Associates
New Jersey
$390K – – –
MFG
1169
Merit Financial Group
Georgia
$386K -$843K -2,498 -69%
RWP
1170
Revolve Wealth Partners
New Jersey
$384K -$10.1K -30 -3%
TPWA
1171
TRUE Private Wealth Advisors
Oregon
$383K +$674 +2 +0.2%
LFM
1172
LGT Fund Management
Liechtenstein
$382K +$44K +130 +13%
MC
1173
Moors & Cabot
Massachusetts
$382K -$45.5K -135 -11%
RPC
1174
Rossmore Private Capital
Connecticut
$380K – – –
PCG
1175
Prosperity Consulting Group
Maryland
$379K +$379K +1,124 New
45 46
47
48 49