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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 %
FWCM
1326
Ferguson Wellman Capital Management
Oregon
$263K – – –
CSPIA
1327
Cary Street Partners Investment Advisory
Virginia
$263K +$166K +493 +172%
WI
1328
WrapManager Inc
California
$262K -$19.2K -57 -7%
SPIS
1329
Steward Partners Investment Solutions
Oregon
$260K +$260K +771 New
UCMOK
1330
United Capital Management of KS
Kansas
$259K – – –
SWP
1331
Semus Wealth Partners
Florida
$258K +$258K +765 New
BCA
1332
Bay Colony Advisors
Massachusetts
$258K -$54.3K -161 -17%
MFA
1333
Mayflower Financial Advisors
Massachusetts
$258K -$2.36K -7 -0.9%
EL
1334
EWA LLC
Pennsylvania
$257K +$257K +670 New
MAM
1335
Meeder Asset Management
Ohio
$256K +$256K +760 New
PFG
1336
Prosperity Financial Group
California
$256K +$9.45K +28 +4%
NRD
1337
Nebula Research & Development
New York
$256K +$256K +758 New
SF
1338
SWP Financial
California
$255K +$255K +756 New
TAM
1339
Trillium Asset Management
Massachusetts
$255K -$35K -104 -12%
TWM
1340
Thrive Wealth Management
Pennsylvania
$253K +$1.01K +3 +0.4%
MAG
1341
MRA Advisory Group
New Jersey
$252K +$252K +746 New
RA
1342
Riversedge Advisors
Delaware
$251K -$51.3K -152 -17%
SMWM
1343
Silvia McColl Wealth Management
California
$250K +$250K +742 New
UIA
1344
Ulland Investment Advisors
Minnesota
$249K -$39.1K -116 -14%
EVM
1345
Evelyn V. Moreno
$248K -$337 -1 -0.1%
FFA
1346
Fortune Financial Advisors
Kansas
$248K – – –
SC
1347
Saiph Capital
New Jersey
$247K +$247K +733 New
MCWS
1348
McKinley Carter Wealth Services
West Virginia
$247K -$81K -240 -25%
BAM
1349
Blueshift Asset Management
New Jersey
$247K -$49.3K -146 -17%
KLWA
1350
Kelly Lawrence W & Associates
California
$247K – – –
52 53
54
55 56