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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 %
BWS
1351
Buck Wealth Strategies
Colorado
$246K – – –
VDI
1352
Vaughan David Investments
Illinois
$246K +$4.73K +14 +2%
BWP
1353
BSW Wealth Partners
Colorado
$246K +$246K +729 New
MWM
1354
Moran Wealth Management
Florida
$245K +$245K +726 New
SCP
1355
Sivia Capital Partners
California
$245K +$245K +726 New
BLC
1356
Brown, Lisle/Cummings
Rhode Island
$245K – – –
AFG
1357
Atomi Financial Group
New York
$245K +$245K +725 New
NG
1358
Norden Group
Utah
$244K +$6.41K +19 +3%
AF
1359
Advisornet Financial
Minnesota
$243K -$15.2K -45 -6%
RSWM
1360
Robertson Stephens Wealth Management
California
$242K +$242K +716 New
ACM
1361
Advance Capital Management
Michigan
$241K +$9.11K +27 +4%
RSS
1362
Rosenblum Silverman Sutton
California
$240K – – –
GSIAS
1363
Garden State Investment Advisory Services
New Jersey
$239K -$16.9K -50 -7%
AT
1364
Avalon Trust
New Mexico
$237K – – –
ECG
1365
Edge Capital Group
Georgia
$236K -$50.3K -149 -18%
WFMPM
1366
Woodley Farra Manion Portfolio Management
Indiana
$236K -$47.2K -140 -17%
CM
1367
Capula Management
Cayman Islands
$235K -$2.61M -7,738 -92%
MA
1368
Mutual Advisors
Nebraska
$234K -$47.6K -141 -17%
GBT
1369
Grove Bank & Trust
Florida
$232K -$22.3K -66 -9%
OMC
1370
Old Mission Capital
Illinois
$232K -$282K -835 -55%
RPWA
1371
Regent Peak Wealth Advisors
Georgia
$232K +$232K +687 New
FTIS
1372
First Trust Investment Solutions
Florida
$230K +$230K +682 New
WWP
1373
WR Wealth Planners
Missouri
$230K -$675 -2 -0.3%
KC
1374
Kades & Cheifetz
Pennsylvania
$230K +$230K +681 New
MAP
1375
Moody Aldrich Partners
Massachusetts
$228K -$34.1K -101 -13%
53 54
55
56 57