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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 %
BB
1376
Burford Brothers
Texas
$228K +$228K +676 New
VCM
1377
Viewpoint Capital Management
Washington
$228K +$228K +675 New
HI
1378
Hendershot Investments
Virginia
$227K – – –
BWM
1379
Baron Wealth Management
Michigan
$226K +$226K +671 New
SHWM
1380
Smith & Howard Wealth Management
Georgia
$225K +$225K +667 New
AG
1381
Algert Global
California
$225K -$314K -933 -58%
Financial Engines Advisors
1382
Financial Engines Advisors
California
$223K +$223K +662 New
MPM
1383
Meritage Portfolio Management
Kansas
$223K -$30.4K -90 -12%
WPA
1384
West Paces Advisors
Georgia
$223K +$8.43K +25 +4%
FFA
1385
Fi3 Financial Advisors
Indiana
$223K -$13.8K -41 -6%
GWS
1386
Glassman Wealth Services
Virginia
$223K -$1.01K -3 -0.5%
CA
1387
Claro Advisors
Massachusetts
$221K +$221K +655 New
D
1388
Diversified
Delaware
$220K -$106K -315 -33%
TCWM
1389
Total Clarity Wealth Management
Illinois
$220K +$220K +653 New
OCM
1390
Objective Capital Management
Ohio
$220K +$220K +651 New
FCM
1391
Fourpath Capital Management
Oklahoma
$219K +$219K +650 New
DAC
1392
Dividend Assets Capital
South Carolina
$218K – – –
NCFG
1393
New Century Financial Group
New Jersey
$218K +$218K +646 New
MFG
1394
MidWestOne Financial Group
Iowa
$217K +$217K +644 New
HTHT
1395
Hemenway Trust Hemenway Trust
New Hampshire
$217K +$217K +644 New
HKIMG
1396
Hutchens & Kramer Investment Management Group
Indiana
$217K +$217K +643 New
TCPWM
1397
Traverso Chambers Private Wealth Management
California
$216K +$216K +639 New
AT
1398
Arden Trust
Delaware
$215K +$215K +638 New
DWM
1399
Destination Wealth Management
California
$215K +$215K +637 New
SP
1400
Successful Portfolios
Florida
$215K +$215K +637 New
54 55
56
57 58