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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 202 funds opening new positions, 705 increasing their positions, 583 reducing their positions, and 103 closing their positions.

Holders
1,725
Holders Change
+69
Holders Change %
+4.17%
% of All Funds
25.01%
Holding in Top 10
63
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+36.96%
% of All Funds
0.91%
New
202
Increased
705
Reduced
583
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 Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$854M 2,139,454 -481,387 -18%
Charles Schwab
27
Charles Schwab
California
$849M 2,127,461 +33,320 +2%
UBS AM
28
UBS AM
Illinois
$823M 2,062,238 +444,941 +28%
ClearBridge Investments
29
ClearBridge Investments
New York
$779M 1,950,848 +30,654 +2%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$724M 1,814,062 -10,584 -0.6%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$718M 1,799,525 -46,568 -3%
WCM Investment Management
32
WCM Investment Management
California
$686M 1,717,956 +17,150 +1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$632M 1,584,511 +879,221 +125%
UBS Group
34
UBS Group
Switzerland
$589M 1,475,960 -196,103 -12%
Barclays
35
Barclays
United Kingdom
$588M 1,473,310 +118,412 +9%
Citadel Advisors
36
Citadel Advisors
Florida
$585M 1,466,018 -465,611 -24%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$579M 1,451,414 -17,856 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$545M 1,366,150 +229,618 +20%
Brown Advisory
39
Brown Advisory
Maryland
$541M 1,355,070 -414,544 -23%
Macquarie Group
40
Macquarie Group
Australia
$522M 1,307,417 -118,435 -8%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$513M 1,285,565 +678,375 +112%
Coatue Management
42
Coatue Management
New York
$510M 1,277,580 -24,015 -2%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$484M 1,212,215 -5,730 -0.5%
Deutsche Bank
44
Deutsche Bank
Germany
$458M 1,146,622 -137,038 -11%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$452M 1,128,992 -190,321 -14%
Pictet Asset Management
46
Pictet Asset Management
Switzerland
$435M 1,090,174 -95,389 -8%
AIM
47
Alphinity Investment Management
Australia
$423M 1,059,910 -216,248 -17%
Swiss National Bank
48
Swiss National Bank
Switzerland
$421M 1,054,400 -44,300 -4%
Millennium Management
49
Millennium Management
New York
$385M 964,478 -259,061 -21%
Wells Fargo
50
Wells Fargo
California
$384M 961,403 +55,594 +6%
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