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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 Holding Trade Value Shares
Change 		Shares
Change %
JGIA
1626
Jackson Grant Investment Advisers
Connecticut
$4.05K – – –
WIA
1627
Wetzel Investment Advisors
Indiana
$4K +$4K +11 New
M
1628
MOTCO
Texas
$3.71K – – –
DCBT
1629
Dakota Community Bank & Trust
North Dakota
$3.71K – – –
CTA
1630
Colonial Trust Advisors
South Carolina
$3.71K +$675 +2 +22%
VAMG
1631
Voisard Asset Management Group
Michigan
$3.71K +$3.71K +11 New
LIM
1632
Longfellow Investment Management
Massachusetts
$3.37K – – –
RG
1633
Retirement Group
California
$3.37K +$1.69K +5 +100%
TVAMP
1634
Tennessee Valley Asset Management Partners
Tennessee
$3.37K +$3.37K +10 New
PWMG
1635
Private Wealth Management Group
New Jersey
$3.04K +$3.04K +9 New
PGAM
1636
Princeton Global Asset Management
New Jersey
$3.04K +$3.04K +9 New
GIA
1637
GHP Investment Advisors
Colorado
$2.7K -$34.8K -103 -93%
TAM
1638
Tucker Asset Management
Colorado
$2.7K – – –
AP
1639
Aspect Partners
Virginia
$2.7K +$2.7K +8 New
SIC
1640
SJS Investment Consulting
Ohio
$2.36K -$337 -1 -13%
VAG
1641
VisionPoint Advisory Group
Texas
$2.36K +$2.36K +7 New
FGAM
1642
Financial Gravity Asset Management
Texas
$2.14K +$1.07K +4 +100%
HFM
1643
Hartford Financial Management
Connecticut
$2.03K – – –
WA
1644
WestEnd Advisors
North Carolina
$1.69K – – –
LPP
1645
Life Planning Partners
Florida
$1.69K +$1.69K +5 New
USB
1646
Union Savings Bank
Connecticut
$1.69K – – –
FSWA
1647
Financial Synergies Wealth Advisors
Texas
$1.59K – – –
CT
1648
Colonial Trust
South Carolina
$1.42K +$1.42K +4 New
CAM
1649
ClariVest Asset Management
California
$1.35K -$15.7M -46,512 -100%
CTWM
1650
Cherry Tree Wealth Management
Minnesota
$1.01K – – –
64 65
66
67 68