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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.2B 30,375,494 +507,267 +2%
BlackRock
2
BlackRock
New York
$9.87B 29,243,893 -791,649 -3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$5.73B 16,973,266 +272,741 +2%
State Street
4
State Street
Massachusetts
$5.05B 14,960,837 +316,404 +2%
Morgan Stanley
5
Morgan Stanley
New York
$3.47B 10,294,330 +4,975,458 +94%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.54B 7,539,646 -184,316 -2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$2.46B 7,299,592 +533,367 +8%
Capital World Investors
8
Capital World Investors
California
$2.43B 7,210,635 -348,023 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.33B 6,938,605 +165,537 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.26B 6,706,824 -209,091 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.76B 5,210,598 -1,802,349 -26%
Edgewood Management
12
Edgewood Management
Connecticut
$1.73B 5,131,066 +374,667 +8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.51B 4,488,048 +82,652 +2%
Jennison Associates
14
Jennison Associates
New York
$1.45B 4,289,860 -295,330 -6%
Baillie Gifford & Co
15
Baillie Gifford & Co
United Kingdom
$1.37B 4,068,034 -26,001 -0.6%
Norges Bank
16
Norges Bank
Norway
$1.31B 3,892,691 +176,921 +5%
Invesco
17
Invesco
Georgia
$1.18B 3,494,116 -256,374 -7%
Northern Trust
18
Northern Trust
Illinois
$1.15B 3,411,221 -103,200 -3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.15B 3,405,120 +101,680 +3%
Bank of America
20
Bank of America
North Carolina
$1.07B 3,185,579 +70,713 +2%
Franklin Resources
21
Franklin Resources
California
$1.01B 3,001,279 -61,823 -2%
Amundi
22
Amundi
France
$987M 2,982,621 +145,176 +5%
Goldman Sachs
23
Goldman Sachs
New York
$884M 2,620,841 +388,391 +17%
Ameriprise
24
Ameriprise
Minnesota
$869M 2,575,426 +77,712 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$783M 2,321,239 -44,085 -2%
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