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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 %
AHC
1426
Adell Harriman & Carpenter
Texas
$202K +$202K +600 New
PAM
1427
PVG Asset Management
Colorado
$202K +$202K +599 New
A
1428
AJOVista
Massachusetts
$200K +$200K +593 New
ST
1429
Smithfield Trust
Pennsylvania
$196K -$13.4K -40 -6%
PB
1430
Pinnacle Bancorp
Nebraska
$188K -$16.2K -48 -8%
SIMG
1431
Stephens Investment Management Group
Texas
$186K – – –
WBC
1432
West Branch Capital
Massachusetts
$179K +$179K +531 New
CFO
1433
CVA Family Office
Colorado
$172K +$172K +510 New
AWM
1434
Abound Wealth Management
Tennessee
$172K +$337 +1 +0.2%
SWM
1435
Sugarloaf Wealth Management
Georgia
$170K +$5.74K +17 +3%
CCWM
1436
Correct Capital Wealth Management
Missouri
$169K +$169K +500 New
PTC
1437
Private Trust Company
Ohio
$164K -$7.76K -23 -5%
ITIM
1438
Indiana Trust & Investment Management
Indiana
$160K +$8.43K +25 +6%
AT
1439
Arlington Trust
Alabama
$159K +$147K +435 +1,208%
SAM
1440
S.A. Mason
Michigan
$157K – – –
BCM
1441
Blume Capital Management
California
$155K – – –
RDFA
1442
Ritter Daniher Financial Advisory
Ohio
$153K -$43.9K -130 -22%
Jones Financial Companies
1443
Jones Financial Companies
Missouri
$146K +$134K +396 +1,100%
PP
1444
Paloma Partners
Connecticut
$145K -$985K -2,919 -87%
IWA
1445
Icon Wealth Advisors
Texas
$135K +$135K +401 New
FCG
1446
Financial Connections Group
California
$135K – – –
CCM
1447
Chilton Capital Management
Texas
$134K +$5.06K +15 +4%
ACM
1448
Adalta Capital Management
New York
$127K – – –
EWM
1449
Evermay Wealth Management
Virginia
$126K +$6.07K +18 +5%
CWC
1450
Carolinas Wealth Consulting
North Carolina
$125K +$12.8K +38 +11%
56 57
58
59 60