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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 %
TCA
1226
Transcend Capital Advisors
New Jersey
$336K -$28.7K -85 -8%
DBRC
1227
D.B. Root & Company
Pennsylvania
$336K -$42.2K -125 -11%
VWM
1228
Vigilare Wealth Management
Arizona
$336K – – –
TCM
1229
Tufton Capital Management
Maryland
$335K -$127K -375 -27%
FWM
1230
FFT Wealth Management
Pennsylvania
$335K +$36.1K +107 +12%
HGA
1231
Hobbs Group Advisors
South Carolina
$335K +$335K +992 New
GIA
1232
Guyasuta Investment Advisors
Pennsylvania
$334K +$5.4K +16 +2%
AIA
1233
AIMZ Investment Advisors
California
$334K – – –
IWA
1234
IVC Wealth Advisors
Pennsylvania
$333K -$2.7K -8 -0.8%
GWM
1235
Geneos Wealth Management
Colorado
$332K -$4.72K -14 -1%
IA
1236
IFG Advisory
Georgia
$331K +$331K +982 New
NHT
1237
New Hampshire Trust
New Hampshire
$330K – – –
MA
1238
MONECO Advisors
Connecticut
$330K +$2.02K +6 +0.6%
EP
1239
Eudaimonia Partners
Tennessee
$327K -$7.09K -21 -2%
AIM
1240
Acropolis Investment Management
Missouri
$327K – – –
WP
1241
WMS Partners
Maryland
$325K +$325K +963 New
SN
1242
Sittner & Nelson
Oregon
$324K -$50.6K -150 -14%
MAG
1243
Mokosak Advisory Group
Iowa
$323K – – –
9WM
1244
9258 Wealth Management
Ohio
$322K -$3.04K -9 -0.9%
WCM
1245
Weaver Capital Management
Georgia
$321K +$321K +951 New
IIM
1246
Ipswich Investment Management
Massachusetts
$320K – – –
PWA
1247
Physician Wealth Advisors
Utah
$319K -$752 -2 -0.2%
CSI
1248
Cross Staff Investments
New York
$316K +$12.1K +36 +4%
HIIFS
1249
Harel Insurance Investments & Financial Services
Israel
$315K -$64.7K -191 -17%
WAS
1250
WESPAC Advisors SoCal
California
$315K – – –
48 49
50
51 52