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Intuitive Surgical
ISRG

Overview Fund Activity

1,656 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, 623 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,656
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.29%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.67%
New
242
Increased
623
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
WCM Investment Management
2
WCM Investment Management
California
$576M
3
AIM
3
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
4
Deutsche Bank
Germany
$433M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
3
BlackRock
New York
$9.87B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
101
Fred Alger Management
New York
$142M 419,644 +48,885 +13%
BA
102
Bridgewater Associates
Connecticut
$141M 419,035 -87,089 -17%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$138M 408,120 -2,667 -0.6%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$135M 401,140 +112,847 +39%
William Blair & Company
105
William Blair & Company
Illinois
$134M 395,882 +18,511 +5%
Citigroup
106
Citigroup
New York
$131M 387,126 +623 +0.2%
Stifel Financial
107
Stifel Financial
Missouri
$127M 377,916 +23,405 +7%
MU
108
Mirova US
Massachusetts
$127M 376,589 -2,518 -0.7%
Bessemer Group
109
Bessemer Group
New Jersey
$126M 374,099 -965 -0.3%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$124M 367,159 +9,759 +3%
JWBC
111
John W. Bristol & Co
New York
$122M 360,468 -17,764 -5%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$119M 359,965 +150,897 +72%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$118M 349,026 -892 -0.3%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$116M 344,923 -40,380 -10%
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$115M 341,571 -7,330 -2%
ProShare Advisors
116
ProShare Advisors
Maryland
$111M 328,663 -56,536 -15%
KBC Group
117
KBC Group
Belgium
$110M 324,734 -70,715 -18%
PCH
118
Polar Capital Holdings
United Kingdom
$108M 318,763 +51,942 +19%
Neuberger Berman Group
119
Neuberger Berman Group
New York
$104M 309,395 +77,337 +33%
CS
120
Candriam SCA
Luxembourg
$104M 308,404 -26,922 -8%
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$102M 303,331 +111,982 +59%
Prudential Financial
122
Prudential Financial
New Jersey
$101M 305,294 -366,004 -55%
RSCM
123
Rock Springs Capital Management
Maryland
$101M 298,500 – –
CAM
124
Congress Asset Management
Massachusetts
$99.7M 295,424 +2,826 +1%
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$97.6M 289,405 +39,238 +16%
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5
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