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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 %
VL
1451
Vima LLC
Michigan
$124K +$124K +369 New
Capstone Investment Advisors
1452
Capstone Investment Advisors
New York
$123K -$1.38M -4,095 -92%
TSW
1453
Thompson Siegel & Walmsley
Virginia
$121K – – –
VNA
1454
Valley National Advisers
Pennsylvania
$121K +$7.75K +23 +7%
FGA
1455
Fortis Group Advisors
New Jersey
$120K +$60.1K +178 +100%
MHR
1456
Matthew Hamilton Rosenberg
$116K +$20.9K +62 +22%
VWM
1457
Venturi Wealth Management
Texas
$115K +$11.1K +33 +11%
SNB
1458
Security National Bank
Nebraska
$115K +$115K +340 New
CCA
1459
Catalyst Capital Advisors
New York
$111K +$24K +71 +27%
CAM
1460
Clarity Asset Management
Iowa
$110K +$110K +326 New
FPFS
1461
First Personal Financial Services
North Carolina
$109K – – –
PMFA
1462
Plante Moran Financial Advisors
Michigan
$108K +$1.69K +5 +2%
NRG
1463
Nemes Rush Group
Michigan
$107K – – –
VCM
1464
Versant Capital Management
Arizona
$106K -$2.36K -7 -2%
AA
1465
Addison Advisors
Vermont
$105K +$36.1K +107 +52%
LA
1466
LM Advisors
California
$101K +$101K +300 New
PWA
1467
Provenance Wealth Advisors
Florida
$98.8K +$44.2K +131 +81%
HIM
1468
Hillsdale Investment Management
Ontario, Canada
$94.5K +$42.2K +125 +81%
OA
1469
Operose Advisors
Wisconsin
$92.8K +$47.2K +140 +104%
GEA
1470
Glen Eagle Advisors
New Jersey
$91.4K -$5.06K -15 -5%
OP
1471
ORG Partners
Indiana
$88.7K -$13.5K -40 -13%
CFFP
1472
Center for Financial Planning
Michigan
$87K – – –
MCM
1473
MV Capital Management
Maryland
$86.4K +$1.01K +3 +1%
TIM
1474
Tortoise Investment Management
New York
$84.3K -$3.04K -9 -3%
DCP
1475
DSM Capital Partners
Florida
$84K +$84K +249 New
57 58
59
60 61