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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 %
EC
1476
EdgeRock Capital
Colorado
$83.7K +$83.7K +218 New
NSIM
1477
North Star Investment Management
Illinois
$83.3K – – –
FMII
1478
Farmers & Merchants Investments Inc
Nebraska
$80K -$7.42K -22 -8%
ANBT
1479
American National Bank & Trust
Texas
$72.2K -$41.8K -124 -37%
LFG
1480
Larson Financial Group
Missouri
$71.9K -$6.07K -18 -8%
CWP
1481
Concord Wealth Partners
Virginia
$71.9K -$6.07K -18 -8%
BAM
1482
Byrne Asset Management
New Jersey
$68.2K +$68.2K +202 New
IUHSA
1483
Itau Unibanco Holding S.A.
Brazil
$68.1K +$68.1K +202 New
CSB
1484
City State Bank
Iowa
$67K -$9.14K -27 -12%
CP
1485
Castleview Partners
Texas
$65.8K – – –
PS
1486
Planned Solutions
California
$65.8K +$65.8K +195 New
CAC
1487
Core Alternative Capital
Georgia
$65.4K -$49.3K -146 -43%
GG
1488
Gleason Group
Kentucky
$64.1K – – –
NCM
1489
Northwest Capital Management
Oregon
$61.7K – – –
RA
1490
Rise Advisors
New York
$61.7K +$60.4K +179 +4,475%
PP
1491
PrairieView Partners
Minnesota
$61K – – –
JWA
1492
JFS Wealth Advisors
Pennsylvania
$59K +$21.6K +64 +58%
WB
1493
Webster Bank
Connecticut
$57.7K +$57.7K +171 New
AP
1494
Atwood & Palmer
Missouri
$56.7K – – –
CPG
1495
Cornerstone Planning Group
New Jersey
$55.7K +$4.72K +14 +9%
PCMC
1496
Planning Capital Management Corporation
Pennsylvania
$54K +$54K +160 New
HBW
1497
Hazlett, Burt & Watson
West Virginia
$52K -$22.6K -66 -30%
BIA
1498
Bell Investment Advisors
California
$50.6K +$5.4K +16 +12%
TFA
1499
Toth Financial Advisory
Virginia
$50.3K – – –
MSWM
1500
McGlone Suttner Wealth Management
Wisconsin
$48.9K +$48.9K +145 New
58 59
60
61 62