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Intuitive Surgical
ISRG

Overview Fund Activity

1,725 hedge funds and large institutions have $119B invested in Intuitive Surgical in 2024 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 705 increasing their positions, 584 reducing their positions, and 103 closing their positions.

Holders
1,725
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.01%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
0.91%
New
201
Increased
705
Reduced
584
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.62B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.69B
3
Franklin Resources
3
Franklin Resources
California
$1.78B
4
BlackRock
4
BlackRock
New York
$12.1B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$374M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.11B
2
GAM
2
Groupama Asset Management
France
$13.1M
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.62B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.64B
5
Goldman Sachs
5
Goldman Sachs
New York
$854M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
351
Jag Capital Management
Missouri
$15.4M +$15.4M +38,520 New
II
352
Inspire Investing
Idaho
$15.3M +$1.67M +4,174 +12%
AAB
353
ABN AMRO Bank
Netherlands
$15.2M -$1.75M -4,380 -10%
DLA
354
Douglas Lane & Associates
New York
$15.2M -$149K -374 -1%
AQR Capital Management
355
AQR Capital Management
Connecticut
$15.1M -$866K -2,170 -5%
SFM
356
Soros Fund Management
New York
$15M -$4.99M -12,500 -25%
BFS
357
Bradley Foster & Sargent
Connecticut
$15M -$364K -913 -2%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$14.9M -$1.77M -4,432 -11%
AIM
359
ARK Investment Management
Florida
$14.8M -$1.92M -4,804 -11%
FCI
360
Financial Counselors Inc
Kansas
$14.7M -$211K -529 -1%
Carson Wealth (CWM LLC)
361
Carson Wealth (CWM LLC)
Nebraska
$14.6M +$1.83M +4,578 +14%
Focus Partners Wealth
362
Focus Partners Wealth
Massachusetts
$14.5M +$6.29M +15,763 +77%
CDH
363
Charles D. Hyman
$14.4M +$2.42M +6,073 +20%
CAN
364
Cetera Advisor Networks
California
$14.3M +$227K +568 +2%
PA
365
Parallel Advisors
California
$14.3M +$230K +577 +2%
EHI
366
Eagle Health Investments
Connecticut
$14.2M -$3.11M -7,800 -18%
SC
367
SouthState Corp
Florida
$14.1M +$689K +1,726 +5%
EI
368
Ethic Inc
New York
$14M +$1.74M +4,364 +14%
MCM
369
Maple Capital Management
Vermont
$13.6M +$1.97M +4,945 +17%
SBWIC
370
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.5M +$145K +364 +1%
LWM
371
Lyell Wealth Management
California
$13.5M +$31.5K +79 +0.2%
Walleye Trading
372
Walleye Trading
New York
$13.5M -$8.15M -20,425 -38%
DAM
373
Deepwater Asset Management
Minnesota
$13.3M -$1.29M -3,226 -9%
VAS
374
Valicenti Advisory Services
New York
$13.2M -$181K -454 -1%
Cambridge Investment Research Advisors
375
Cambridge Investment Research Advisors
Iowa
$13.1M +$2.62M +6,570 +25%
13 14
15
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