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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 %
PA
1601
PSI Advisors
Florida
$8.43K – – –
BGAI
1602
Bruce G. Allen Investments
Colorado
$8.1K +$8.1K +24 New
BFS
1603
Burkett Financial Services
South Carolina
$8.1K +$8.1K +24 New
FCA
1604
FinTrust Capital Advisors
South Carolina
$7.76K +$3.71K +11 +92%
GAMC
1605
Garner Asset Management Corp
Texas
$7.75K +$7.75K +20 New
MLA
1606
MB, Levis & Associates
Pennsylvania
$7.09K – – –
CAM
1607
Creekmur Asset Management
Illinois
$7.09K +$7.09K +21 New
CMP
1608
Coston McIsaac & Partners
Maine
$7K – – –
BL
1609
BFSG LLC
California
$6.75K +$6.75K +20 New
HWM
1610
HighMark Wealth Management
Minnesota
$6.75K – – –
FFA
1611
Frazier Financial Advisors
Ohio
$6.41K +$6.41K +19 New
IPW
1612
Impact Partnership Wealth
Georgia
$6.07K -$2.02K -6 -25%
PSB
1613
Piscataqua Savings Bank
New Hampshire
$6.07K – – –
MIM
1614
Macroview Investment Management
Maryland
$5.74K – – –
OC
1615
Oakworth Capital
Alabama
$5.74K – – –
DWA
1616
Delos Wealth Advisors
Texas
$5.06K – – –
IGWM
1617
ICA Group Wealth Management
Colorado
$5.06K +$5.06K +15 New
RFG
1618
REAP Financial Group
Texas
$5.06K +$5.06K +15 New
FMTCOCP
1619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K – – –
NMG
1620
New Millennium Group
Utah
$4.72K – – –
LFA
1621
LGT Financial Advisors
Texas
$4.39K -$1.35K -4 -24%
GFPC
1622
Global Financial Private Client
Florida
$4.39K +$1.35K +4 +44%
AF
1623
Arrow Financial
New York
$4.39K +$4.39K +13 New
VWA
1624
Valued Wealth Advisors
Utah
$4.39K +$4.39K +15 New
PS
1625
PayPay Securities
Japan
$4.25K +$1.42K +4 +50%
63 64
65
66 67