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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 %
MS
1726
Mizuho Securities
Japan
– – -450 Closed
PPWM
1727
PFG Private Wealth Management
Florida
– – -377 Closed
MIA
1728
Milestone Investment Advisors
Wisconsin
– – -341 Closed
CCP
1729
Carmel Capital Partners
California
– – -315 Closed
PHAM
1730
Portland Hill Asset Management
United Kingdom
– – -297 Closed
CMBA
1731
C.M. Bidwell & Associates
Hawaii
– – -297 Closed
DAM
1732
Delta Asset Management
Tennessee
– – -280 Closed
EARNEST Partners
1733
EARNEST Partners
Georgia
– – -278 Closed
RFA
1734
Register Financial Advisors
Georgia
– – -253 Closed
QL
1735
Quarry LP
New York
– – -234 Closed
PMEF
1736
Point72 Middle East FZE
United Arab Emirates
– – -217 Closed
SHIM
1737
Stone House Investment Management
Pennsylvania
– – -100 Closed
HL
1738
HeadInvest LLC
Maine
– – -94 Closed
SOW
1739
State of Wyoming
Wyoming
– – -93 Closed
CG
1740
Cutler Group
California
– – -85 Closed
NIC
1741
Northwest Investment Counselors
Oregon
– – -36 Closed
AP
1742
Arlington Partners
Alabama
– – -36 Closed
HWP
1743
Hibernia Wealth Partners
Louisiana
– – -35 Closed
MRCM
1744
M&R Capital Management
New Jersey
– – -30 Closed
SMFG
1745
Sumitomo Mitsui Financial Group
Japan
– – -28 Closed
BFPW
1746
BOK Financial Private Wealth
Colorado
– – -25 Closed
AWA
1747
Authentikos Wealth Advisory
California
– – -21 Closed
TJHA
1748
Thomas J. Herzfeld Advisors
Florida
– – -20 Closed
PCTC
1749
Perkins Coie Trust Company
Washington
– – -9 Closed
KA
1750
Kozak & Associates
Colorado
– – -8 Closed
67 68 69
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