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Intuitive Surgical
ISRG

Overview Fund Activity

1,657 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, 624 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,657
Holders Change
+119
Holders Change %
+7.74%
% 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
624
Reduced
560
Closed
99
Calls
$1.2B
Puts
$1.36B
Net Calls
-$163M
Net Calls Change
-$33.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.47B
2
WCM Investment Management
2
WCM Investment Management
California
$576M
3
AIM
3
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
4
Deutsche Bank
Germany
$433M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
3
BlackRock
New York
$9.87B
4
Two Sigma Investments
4
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$238M
Name Market Value Shares Shares
Change 		Shares
Change %
TG
126
TCW Group
California
$97.2M 287,956 +6,848 +2%
Lord, Abbett & Co
127
Lord, Abbett & Co
New Jersey
$97M 287,396 -17,869 -6%
Retirement Systems of Alabama
128
Retirement Systems of Alabama
Alabama
$96.7M 286,593 -1,853 -0.6%
Nomura Asset Management
129
Nomura Asset Management
Japan
$94.2M 279,221 +22,627 +9%
Canada Life
130
Canada Life
Manitoba, Canada
$93.4M 278,309 -5,795 -2%
DGI
131
Disciplined Growth Investors
Minnesota
$89.2M 264,280 -6,175 -2%
Aberdeen Group
132
Aberdeen Group
United Kingdom
$87.7M 259,894 +163,742 +170%
RJA
133
Raymond James & Associates
Florida
$84.8M 251,466 -79,517 -24%
Swedbank
134
Swedbank
Sweden
$83.2M 246,666 +11,312 +5%
APG Asset Management
135
APG Asset Management
Netherlands
$81.9M 268,200 -37,886 -12%
Federated Hermes
136
Federated Hermes
Pennsylvania
$81.7M 242,094 +85,843 +55%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$81.4M 241,266 -19,893 -8%
Robeco Institutional Asset Management
138
Robeco Institutional Asset Management
Netherlands
$81M 239,994 -394 -0.2%
HNB
139
Huntington National Bank
Ohio
$79.9M 236,732 +32,002 +16%
JHP
140
James Hambro & Partners
United Kingdom
$79.6M 235,817 +17,844 +8%
Bank of Nova Scotia
141
Bank of Nova Scotia
Ontario, Canada
$79.4M 235,376 +7,340 +3%
MNG
142
Manning & Napier Group
New York
$78M 231,083 -2,559 -1%
Truist Financial
143
Truist Financial
North Carolina
$76.5M 226,637 -24,354 -10%
EIP
144
Epoch Investment Partners
New York
$75.4M 223,568 +223,568 New
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.4M 223,373 +1,456 +0.7%
LPL Financial
146
LPL Financial
California
$73.6M 218,141 +7,203 +3%
SOMRS
147
State of Michigan Retirement System
Michigan
$73.2M 216,853 – –
OFG
148
Oxford Financial Group
Indiana
$71.7M 212,443 +42,185 +25%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$68.5M 203,009 +18,897 +10%
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
$67.3M 199,405 – –
4 5
6
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