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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 %
LFAS
1201
Level Four Advisory Services
Texas
$359K -$69.5K -206 -16%
LA
1202
LVW Advisors
New York
$358K +$101K +298 +39%
CAG
1203
Csenge Advisory Group
Florida
$356K +$74.9K +222 +27%
TLP
1204
Trinity Legacy Partners
Texas
$356K -$4.66M -13,804 -93%
RCA
1205
Resonant Capital Advisors
Wisconsin
$356K +$6.41K +19 +2%
CSIC
1206
Clifford Swan Investment Counsel
California
$354K -$57.4K -170 -14%
FMN
1207
Financial Management Network
California
$353K – – –
HWA
1208
HCR Wealth Advisors
California
$352K +$73.2K +217 +26%
EWA
1209
Encompass Wealth Advisors
Oregon
$349K – – –
KCM
1210
KRS Capital Management
Michigan
$349K -$15.2K -45 -4%
TSWM
1211
Triangle Securities Wealth Management
North Carolina
$347K – – –
CCG
1212
Cypress Capital Group
Florida
$347K -$26.3K -78 -7%
SAI
1213
Systematic Alpha Investments
New Jersey
$347K – – –
FFA
1214
Fairfield Financial Advisors
Massachusetts
$346K +$159K +470 +85%
JAG
1215
Journey Advisory Group
Kentucky
$344K +$7.76K +23 +2%
LA
1216
LexAurum Advisors
Kansas
$341K – – –
PAM
1217
Palisade Asset Management
Minnesota
$340K – – –
TWM
1218
Trueblood Wealth Management
Ohio
$339K +$339K +1,006 New
PPW
1219
Parcion Private Wealth
Washington
$339K – – –
SFA
1220
Souders Financial Advisors
Ohio
$338K -$4.39K -13 -1%
AI
1221
Accredited Investors
Minnesota
$338K – – –
First Manhattan
1222
First Manhattan
New York
$338K -$28.7K -85 -8%
AA
1223
Alta Advisers
United Kingdom
$337K – – –
DDPIC
1224
Deroy & Devereaux Private Investment Counsel
Michigan
$337K -$361K -1,072 -52%
SP
1225
Symmetry Partners
Connecticut
$337K -$43K -127 -11%
47 48
49
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