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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 Market Value Shares Shares
Change 		Shares
Change %
BS
1701
Bessemer Securities
New York
– – -1,175 Closed
CANY
1702
Caxton Associates (New York)
New York
– – -1,151 Closed
WB
1703
WesBanco Bank
West Virginia
– – -1,146 Closed
PWM
1704
Prosperity Wealth Management
California
– – -1,145 Closed
AAM
1705
Alphadyne Asset Management
New York
– – -1,135 Closed
OCBCO
1706
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -1,126 Closed
PWAC
1707
Private Wealth Advisors (California)
California
– – -1,086 Closed
TA
1708
TFB Advisors
Kansas
– – -1,057 Closed
BSSFA
1709
Baron Silver Stevens Financial Advisors
Florida
– – -1,032 Closed
QPWM
1710
Quadrant Private Wealth Management
Pennsylvania
– – -1,020 Closed
SFG
1711
Synergy Financial Group
California
– – -1,014 Closed
NWM
1712
Northwest Wealth Management
Iowa
– – -922 Closed
AWM
1713
Aries Wealth Management
Maine
– – -918 Closed
PRS
1714
Pinkerton Retirement Specialists
Idaho
– – -901 Closed
VC
1715
Vicus Capital
Pennsylvania
– – -900 Closed
GCM
1716
Graham Capital Management
Connecticut
– – -857 Closed
XT
1717
XTX Topco
Cayman Islands
– – -764 Closed
TWM
1718
Tanager Wealth Management
United Kingdom
– – -746 Closed
PTC
1719
Petrus Trust Company
Texas
– – -732 Closed
RIM
1720
Redwood Investment Management
Arizona
– – -708 Closed
TI
1721
Truepoint Inc
Ohio
– – -707 Closed
SOS
1722
Silver Oak Securities
Tennessee
– – -705 Closed
LAS
1723
Lloyd Advisory Services
Georgia
– – -704 Closed
CHP
1724
Cable Hill Partners
Oregon
– – -688 Closed
RTC
1725
Riverview Trust Company
Washington
– – -496 Closed
67 68
69
70 71