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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 %
GXJ
401
Global X Japan
Japan
$11.3M +$9.86M +24,694 +697%
BLAM
402
Bourne Lent Asset Management
New York
$11.2M – – –
SW
403
Simplicity Wealth
New Jersey
$11.2M +$11.2M +28,019 New
MCM
404
McKinley Capital Management
Alaska
$11.1M -$1.28M -3,208 -10%
BF
405
BOK Financial
Oklahoma
$11M +$2.7M +6,835 +32%
ZIM
406
Zacks Investment Management
Illinois
$10.9M +$1.68M +4,209 +18%
BFG
407
Bleakley Financial Group
New Jersey
$10.9M +$4.37M +10,945 +66%
SSA
408
Sierra Summit Advisors
Nevada
$10.8M +$671K +1,682 +7%
SW
409
SteelPeak Wealth
California
$10.7M +$10.3M +25,756 +2,356%
KRS
410
Kentucky Retirement Systems
Kentucky
$10.7M -$564K -1,413 -5%
BBA
411
Baader Bank Aktiengesellschaft
Germany
$10.7M -$1.65M -4,138 -13%
DILIC
412
Dai-ichi Life Insurance Company
Japan
$10.6M – – –
JIC
413
Johnson Investment Counsel
Ohio
$10.5M +$395K +989 +4%
TFA
414
Teamwork Financial Advisors
Texas
$10.3M +$2.51M +6,299 +32%
TW
415
TritonPoint Wealth
Maryland
$10.3M -$795K -2,406 -7%
GT
416
Greenleaf Trust
Michigan
$10.3M +$258K +647 +3%
CG
417
Carmignac Gestion
France
$10.3M -$4.22M -10,567 -29%
UB
418
UMB Bank
Missouri
$10.2M -$157K -394 -2%
BAMF
419
BI Asset Management Fondsmaeglerselskab
Denmark
$10.2M +$1.53M +3,830 +18%
MSRPS
420
Maryland State Retirement & Pension System
Maryland
$10.2M +$86.7K +233 +0.9%
TAM
421
Tocqueville Asset Management
New York
$10M – – –
OIA
422
OneDigital Investment Advisors
Kansas
$9.99M +$1.43M +3,584 +17%
CIM
423
Chiron Investment Management
New York
$9.93M +$9.93M +24,892 New
BP
424
Broadleaf Partners
Ohio
$9.84M -$72.6K -182 -0.7%
IC
425
IEQ Capital
California
$9.75M +$779K +1,953 +9%
15 16
17
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