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Intuitive Surgical
ISRG

Overview Fund Activity

1,656 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, 623 increasing their positions, 560 reducing their positions, and 99 closing their positions.

Holders
1,656
Holders Change
+119
Holders Change %
+7.74%
% of All Funds
24.29%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.67%
New
242
Increased
623
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 %
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$66.6M 197,296 +4,549 +2%
State of Wisconsin Investment Board
152
State of Wisconsin Investment Board
Wisconsin
$66M 195,749 +4,518 +2%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$65.5M 194,068 +6,934 +4%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.5M 191,283 +9,869 +5%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$64.3M 190,471 +628 +0.3%
BHC
156
Bowen Hanes & Co
Florida
$63.9M 189,460 +3,130 +2%
DPAM
157
Degroof Petercam Asset Management
Belgium
$63.3M 187,602 +187,602 New
PAMP
158
Polar Asset Management Partners
Ontario, Canada
$63.3M 187,500 -1,000 -0.5%
Skandinaviska Enskilda Banken (SEB)
159
Skandinaviska Enskilda Banken (SEB)
Sweden
$63.2M 187,452 +1,008 +0.5%
BPCE
160
Bank Pictet & Cie (Europe)
Germany
$62.7M 185,750 -473 -0.3%
Asset Management One
161
Asset Management One
Japan
$62.4M 184,283 +12,024 +7%
Balyasny Asset Management
162
Balyasny Asset Management
Illinois
$61.6M 182,738 +29,938 +20%
WP
163
Woodline Partners
California
$61.2M 181,393 +96,139 +113%
SO
164
STRS Ohio
Ohio
$60.3M 178,655 +15,233 +9%
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$58.2M 172,470 +9,679 +6%
VAM
166
Vontobel Asset Management
New York
$58M 162,712 -1,976 -1%
SP
167
SurgoCap Partners
New York
$56.1M 166,338 +166,338 New
BAMCO Inc
168
BAMCO Inc
New York
$55.7M 165,251 -3,150 -2%
MSV
169
MN Services Vermogensbeheer
Netherlands
$55.7M 165,000 -6,100 -4%
Two Sigma Advisers
170
Two Sigma Advisers
New York
$54.9M 162,800 -82,500 -34%
HighTower Advisors
171
HighTower Advisors
Illinois
$54.7M 162,613 +7,749 +5%
First Trust Advisors
172
First Trust Advisors
Illinois
$54.3M 160,860 -30,009 -16%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$54M 159,942 +1,520 +1%
Corient Private Wealth
174
Corient Private Wealth
Florida
$53.8M 159,500 +12,569 +9%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$53.5M 158,608 +24,307 +18%
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