Intuitive Surgical
ISRG
1,674 hedge funds and large institutions have $100B invested in Intuitive Surgical in 2023 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 630 increasing their positions, 564 reducing their positions, and 99 closing their positions.
151% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 99
16% more capital invested
Capital invested by funds: $86.1B → $100B (+$14.2B)
12% more repeat investments, than reductions
Existing positions increased: 630 | Existing positions reduced: 564
8% more funds holding
Funds holding: 1,549 → 1,674 (+125)
0.67% more ownership
Funds ownership: 83.79% → 84.46% (+0.67%)
6% less funds holding in top 10
Funds holding in top 10: 50 → 47 (-3)
12% less call options, than puts
Call options by funds: $1.2B | Put options by funds: $1.36B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$507M |
| 2 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$202M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$175M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$159M |
| 5 |
Coatue Management
New York
|
+$154M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$720M |
| 2 |
JP Morgan Chase
New York
|
-$537M |
| 3 |
BlackRock
New York
|
-$236M |
| 4 |
Two Sigma Investments
New York
|
-$141M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$117M |
ISRG Hedge Fund Activity: Q4 2023 in Review
1,674 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2023, worth a combined $100B — up 16% from $86.1B a quarter earlier.
Buyers outnumbered sellers: 248 funds opened new ISRG positions and 99 closed out — a net gain of 149 holders — while 630 added to existing stakes and 564 trimmed.
The largest buyer was WCM Investment Management, opening a new position worth an estimated $507M. The largest seller was GQG Partners, exiting entirely with an estimated $720M sold.
- 1,674 institutional investors held Intuitive Surgical (ISRG) as of Q4 2023, up from 1,549 in Q3 2023.
- Funds reported $100B of Intuitive Surgical stock for Q4 2023, up 16% quarter-over-quarter.
- 248 funds opened new Intuitive Surgical positions in Q4 2023 and 99 closed out, a net change of +149 holders.
- The largest Intuitive Surgical buyer in Q4 2023 was WCM Investment Management, an estimated $507M added.
- The largest Intuitive Surgical seller in Q4 2023 was GQG Partners, an estimated $720M sold.
Based on aggregated 13F filings for Q4 2023.