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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 %
OL
1251
OneFund LLC
Florida
$314K +$314K +931 New
CA
1252
Callahan Advisors
Texas
$312K -$32K -95 -9%
DAM
1253
Draper Asset Management
New York
$310K +$21.6K +64 +7%
DP
1254
Dearborn Partners
Illinois
$309K – – –
AW
1255
Avion Wealth
Texas
$309K -$1.01K -3 -0.3%
BFG
1256
Beacon Financial Group
Texas
$308K +$2.36K +7 +0.8%
CAM
1257
Concorde Asset Management
Michigan
$308K -$17.5K -52 -5%
SIMG
1258
Sonora Investment Management Group
Arizona
$307K +$25.3K +75 +9%
CA
1259
CoreCap Advisors
Michigan
$306K -$1.08M -3,197 -78%
PNAA
1260
Pictet North America Advisors
Switzerland
$305K +$19.9K +59 +7%
VWA
1261
Visionary Wealth Advisors
Illinois
$304K – – –
PI
1262
Parkside Investments
Illinois
$304K – – –
NAMP
1263
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K – – –
LWA
1264
Ledgewood Wealth Advisors
New Hampshire
$304K +$304K +900 New
GI
1265
GLOBALT Investments
Georgia
$304K +$304K +900 New
FAFN
1266
First Affirmative Financial Network
Colorado
$304K +$19.9K +59 +7%
GPA
1267
Guerra Pan Advisors
New Jersey
$303K +$29.4K +87 +11%
CC
1268
Centiva Capital
New York
$302K -$863K -2,559 -74%
CG
1269
Clarus Group
Texas
$302K – – –
SCM
1270
Stevens Capital Management
Pennsylvania
$300K -$968K -2,873 -76%
FMTC
1271
Farmers & Merchants Trust Company
California
$300K – – –
FAG
1272
Fortitude Advisory Group
Washington
$295K -$1.69K -5 -0.6%
FWP
1273
FAS Wealth Partners
Kansas
$295K – – –
RIM
1274
Rakuten Investment Management
Japan
$294K +$294K +870 New
DCM
1275
DGS Capital Management
New Jersey
$292K +$50.3K +149 +21%
49 50
51
52 53