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 %
HPWM
1176
High Pines Wealth Management
Massachusetts
$379K +$5.74K +17 +2%
ZIC
1177
ZWJ Investment Counsel
Georgia
$378K +$1.01K +3 +0.3%
GB
1178
Goepper Burkhardt
South Carolina
$377K +$41.9K +108 +13%
PWP
1179
Principle Wealth Partners
Connecticut
$377K -$23.6K -70 -6%
GDP
1180
Great Diamond Partners
Maine
$376K -$12.8K -38 -3%
CIM
1181
Contravisory Investment Management
Massachusetts
$375K -$7.09K -21 -2%
BCM
1182
BlueCrest Capital Management
Jersey
$374K -$281K -833 -43%
GWSG
1183
GPS Wealth Strategies Group
Colorado
$373K +$107K +316 +40%
EAMA
1184
EFG Asset Management (Americas)
Florida
$372K -$29.4K -87 -7%
NGA
1185
Naples Global Advisors
Florida
$370K -$45.5K -135 -11%
B
1186
Bailard
California
$370K – – –
IP
1187
Investment Partners
Ohio
$369K +$17.9K +53 +5%
TFA
1188
Transamerica Financial Advisors
Florida
$369K +$330K +977 +850%
SW
1189
SteelPeak Wealth
California
$369K -$7.67M -22,735 -95%
WWM
1190
Wolff Wiese Magana
California
$368K -$105K -310 -22%
FP
1191
Financial Perspectives
Minnesota
$368K – – –
SFS
1192
Sharp Financial Services
Pennsylvania
$368K +$368K +1,090 New
ATPW
1193
Ashton Thomas Private Wealth
Arizona
$367K +$337 +1 +0.1%
EWM
1194
Evercore Wealth Management
New York
$366K +$75.9K +225 +26%
TW
1195
TrinityPoint Wealth
Connecticut
$365K +$64.4K +191 +21%
CWM
1196
Connecticut Wealth Management
Connecticut
$365K +$15.5K +46 +4%
CCA
1197
Cobblestone Capital Advisors
New York
$363K +$67.5K +200 +23%
HI
1198
Humankind Investments
New York
$363K -$28.3K -84 -7%
EBA
1199
Eagle Bay Advisors
New York
$361K -$111K -329 -24%
TWA
1200
TCI Wealth Advisors
Arizona
$360K -$6.75K -20 -2%
46 47
48
49 50