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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 %
IBOK
1276
Independence Bank of Kentucky
Kentucky
$292K +$123K +366 +73%
FFA
1277
First Foundation Advisors
California
$291K -$403K -1,196 -58%
BFC
1278
Blue Fin Capital
Rhode Island
$291K +$21.6K +64 +8%
MPWT
1279
MassMutual Private Wealth & Trust
Connecticut
$291K -$31.4K -93 -10%
GMA
1280
Glassy Mountain Advisors
Maryland
$291K – – –
KAS
1281
KPP Advisory Services
Kentucky
$291K +$291K +862 New
HFS
1282
Howard Financial Services
Texas
$290K +$6.75K +20 +2%
SFO
1283
Stokes Family Office
Louisiana
$288K -$120K -357 -29%
CT
1284
Coastline Trust
Rhode Island
$288K – – –
EWA
1285
EverSource Wealth Advisors
Alabama
$288K +$20.9K +62 +8%
MIM
1286
Morningstar Investment Management
Illinois
$288K -$17.9K -53 -6%
VCP
1287
Verus Capital Partners
Arizona
$287K -$2.02K -6 -0.7%
DFG
1288
Delta Financial Group
New Jersey
$286K -$5.07K -15 -2%
BHB
1289
Bank Hapoalim BM
Israel
$286K – – –
PIM
1290
Plato Investment Management
Australia
$285K +$285K +846 New
SWC
1291
Spectrum Wealth Counsel
Indiana
$285K +$285K +845 New
RF
1292
Rollins Financial
Georgia
$284K -$10.1K -30 -3%
RFA
1293
Rollins Financial Advisors
New York
$284K +$284K +842 New
LS
1294
Livforsakringsbolaget Skandia
Sweden
$283K +$121K +359 +75%
EWM
1295
Empirical Wealth Management
Washington
$283K +$34.7K +103 +14%
FWM
1296
Finer Wealth Management
Massachusetts
$282K -$26.3K -78 -9%
KWM
1297
Kolinsky Wealth Management
New Jersey
$282K +$13.5K +40 +5%
KLCM
1298
KG&L Capital Management
Louisiana
$281K -$15.2K -45 -5%
MFS
1299
Mirabella Financial Services
United Kingdom
$280K +$280K +829 New
PVI
1300
Pine Valley Investments
New Jersey
$280K -$23.3K -69 -8%
50 51
52
53 54