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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
24.31%
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
$3.47B
2
WCM Investment Management
WCM Investment Management
California
$576M
3
AIM
Alphinity Investment Management
Australia
$431M
4
Deutsche Bank
Deutsche Bank
Germany
$433M
5
AllianceBernstein
AllianceBernstein
Tennessee
$2.46B

Top Sellers

1
GQG Partners
GQG Partners
Florida
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
3
BlackRock
BlackRock
New York
$9.87B
4
Two Sigma Investments
Two Sigma Investments
New York
$51.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPF
1576
First Pacific Financial
Washington
$15.5K +$2.02K +6 +15%
FBC
1577
Fairfield, Bush & Co
Connecticut
$14.8K +$14.8K +44 New
DJSG
1578
D.J. St. Germain
Massachusetts
$14.5K +$6.07K +18 +72%
CAS
1579
Coppell Advisory Solutions
Texas
$14.5K +$14.5K +43 New
UFF
1580
USA Financial Formulas
Michigan
$14.2K -$222K -658 -94%
BWM
1581
BKM Wealth Management
Wisconsin
$14.2K +$14.2K +42 New
RCM
1582
Raleigh Capital Management
North Carolina
$13.8K +$13.8K +41 New
SA
1583
Scarborough Advisors
Maryland
$13.5K +$13.5K +40 New
HWA
1584
HHM Wealth Advisors
Tennessee
$13.2K – – –
LWANC
1585
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.2K – – –
NFSG
1586
Newbridge Financial Services Group
Florida
$13.2K -$55.3K -164 -81%
LF
1587
Lee Financial
Texas
$12.8K – – –
PA
1588
Pineridge Advisors
Missouri
$12.8K +$12.8K +38 New
AWM
1589
Ameliora Wealth Management
Switzerland
$12.1K – – –
AA
1590
AlphaMark Advisors
Kentucky
$12K -$9K -27 -43%
MFT
1591
Moisand Fitzgerald Tamayo
Florida
$11.5K +$337 +1 +3%
CSC
1592
Caldwell Sutter Capital
California
$11.1K -$15.2K -45 -58%
SC
1593
Steph & Co
Wisconsin
$11.1K +$5.4K +16 +94%
MFA
1594
McClarren Financial Advisors
Pennsylvania
$11K – – –
RAM
1595
Riggs Asset Management
Pennsylvania
$10.1K – – –
LIWM
1596
Long Island Wealth Management
New York
$10K +$10K +29 New
JFG
1597
JDM Financial Group
Texas
$9.78K – – –
SSG
1598
Summit Securities Group
New York
$9K -$3.54K -11 -28%
RBC
1599
Roble Belko & Company
Pennsylvania
$9K – – –
SIS
1600
Strategic Investment Solutions
Illinois
$8.43K -$523K -1,550 -98%
62 63
64
65 66