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
24.31%
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 %
FFC
1501
First Financial Corp
Indiana
$48.2K +$15.9K +47 +49%
RFA
1502
Resurgent Financial Advisors
Georgia
$47.9K +$2.7K +8 +6%
AGWCA
1503
Annis Gardner Whiting Capital Advisors
Florida
$47.6K +$337 +1 +0.7%
B
1504
Birchbrook
Maine
$47.2K +$47.2K +140 New
BC
1505
Barrett & Company
Rhode Island
$45.9K – – –
SA
1506
SRH Advisors
Kansas
$45.5K – – –
BWL
1507
Bogart Wealth LLC
Virginia
$45.2K +$7.42K +22 +20%
JFGIW
1508
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.2K -$1.35K -4 -3%
FA
1509
Financial Avengers
California
$43.9K – – –
TWD
1510
True Wealth Design
Ohio
$42.8K +$42.2K +125 +6,250%
FCAS
1511
First Command Advisory Services
Texas
$42.5K – – –
CHC
1512
City Holding Co
West Virginia
$42.5K – – –
CCA
1513
Criterion Capital Advisors
Tennessee
$42.2K +$42.2K +125 New
BCMLT
1514
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.8K – – –
GA
1515
GoalVest Advisory
New York
$41.5K – – –
SFFS
1516
Stonehage Fleming Financial Services
Jersey
$40.5K -$3.15M -9,340 -99%
BBPWM
1517
Blue Bell Private Wealth Management
Pennsylvania
$40.1K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1518
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.1K +$25K +74 +176%
GKIM
1519
GW&K Investment Management
Massachusetts
$39K -$336 -1 -0.9%
DMBA
1520
Deseret Mutual Benefit Administrators
Utah
$38.1K -$11.5K -34 -23%
NMM
1521
Naples Money Management
Florida
$37.8K +$37.8K +112 New
CYG
1522
Clean Yield Group
Vermont
$36.4K – – –
WTG
1523
West Tower Group
Virginia
$34.7K -$20.6K -61 -37%
GI
1524
Gradient Investments
Minnesota
$34.4K – – –
MCA
1525
Maryland Capital Advisors
Maryland
$33.7K – – –
59 60
61
62 63