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 %
LTI
1401
Laffer Tengler Investments
Tennessee
$213K +$4.72K +14 +2%
SA
1402
Strategic Advisors
New York
$213K +$213K +631 New
OWMIAS
1403
One Wealth Management Investment & Advisory Services
Florida
$213K +$213K +630 New
SIG
1404
Spinnaker Investment Group
California
$211K +$211K +625 New
PFBT
1405
Parkside Financial Bank & Trust
Missouri
$210K +$12.5K +37 +6%
SCTC
1406
Sanibel Captiva Trust Company
Florida
$209K +$209K +620 New
TSWM
1407
Tyler-Stone Wealth Management
Ohio
$209K – – –
C
1408
Covestor
United Kingdom
$209K +$22.9K +68 +12%
AF
1409
Apexium Financial
Texas
$208K +$208K +616 New
CPIA
1410
Cornell Pochily Investment Advisors
New York
$207K +$207K +615 New
WP
1411
WealthSource Partners
California
$207K +$207K +613 New
MAM
1412
Magellan Asset Management
Australia
$206K – – –
TC
1413
Trust Company
Kansas
$206K – – –
SFCL
1414
Strengthening Families & Communities LLC
Massachusetts
$205K – – –
BBA
1415
BLB&B Advisors
Pennsylvania
$205K +$205K +608 New
RB
1416
Renasant Bank
Mississippi
$204K +$204K +606 New
CP
1417
Canopy Partners
Ohio
$204K +$204K +605 New
JWM
1418
Janiczek Wealth Management
Colorado
$204K +$33.1K +98 +19%
SMA
1419
Seven Mile Advisory
New Jersey
$204K +$204K +604 New
DWM
1420
Darwin Wealth Management
Florida
$203K +$203K +603 New
MSE
1421
MUFG Securities EMEA
United Kingdom
$203K +$19.9K +59 +11%
PAIM
1422
Punch & Associates Investment Management
Minnesota
$202K +$202K +600 New
VFG
1423
V2 Financial group
Illinois
$202K +$202K +600 New
SCA
1424
Southern Capital Advisors
Tennessee
$202K +$202K +600 New
CWS
1425
Confluence Wealth Services
Pennsylvania
$202K +$202K +600 New
55 56
57
58 59