ISRG icon

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 %
FTWA
1301
Fifth Third Wealth Advisors
Ohio
$279K -$64.1K -190 -19%
VA
1302
Valmark Advisers
Ohio
$279K – – –
CFD
1303
Creative Financial Designs
Indiana
$278K +$255K +755 +1,094%
PWMG
1304
Provence Wealth Management Group
California
$276K +$276K +819 New
MFG
1305
Magnus Financial Group
New York
$275K -$14.2K -42 -5%
GIP
1306
Granite Investment Partners
California
$275K -$4.05K -12 -1%
PWG
1307
Portside Wealth Group
Utah
$275K +$20.9K +62 +8%
LCM
1308
Liberty Capital Management
Michigan
$275K +$10.1K +30 +4%
LCWP
1309
Legacy Capital Wealth Partners
Arkansas
$275K +$275K +814 New
NAS
1310
Nicolet Advisory Services
Wisconsin
$274K +$3.23K +10 +1%
VPP
1311
Vertex Planning Partners
Illinois
$274K +$4.39K +13 +2%
BBHC
1312
Brown Brothers Harriman & Co
New York
$274K -$62.7K -186 -19%
FI
1313
Financial Insights
Washington
$272K – – –
AGP
1314
Autumn Glory Partners
Texas
$272K +$272K +750 New
ACM
1315
Arcataur Capital Management
Wisconsin
$270K – – –
PMG
1316
ProVise Management Group
Florida
$270K – – –
OHWP
1317
Oak Harbor Wealth Partners
North Carolina
$270K – – –
AL
1318
Arnhold LLC
New York
$270K – – –
AT
1319
Arvest Trust
Oklahoma
$269K +$35.4K +105 +15%
HIC
1320
Holderness Investments Company
North Carolina
$268K – – –
ALAM
1321
Asahi Life Asset Management
Japan
$267K +$267K +790 New
APW
1322
Austin Private Wealth
Texas
$265K +$265K +785 New
MC
1323
Middleton & Co
Massachusetts
$264K – – –
PWLP
1324
Prio Wealth Limited Partnership
Massachusetts
$264K – – –
WP
1325
WealthPLAN Partners
Nebraska
$264K – – –
51 52
53
54 55