ISRG icon

Intuitive Surgical

1,726 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, 585 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,726
Holders Change
+68
Holders Change %
+4.1%
% of All Funds
25.02%
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
585
Closed
103
Calls
$1.04B
Puts
$1.4B
Net Calls
-$358M
Net Calls Change
-$195M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
576
Hodges Capital Management
Texas
$4.21M +$1.03M +2,573 +32%
SPIA
577
Steward Partners Investment Advisory
New York
$4.2M +$425K +1,064 +11%
SWS
578
SYSTM Wealth Solutions
Illinois
$4.19M +$2.19M +5,494 +110%
BCV
579
Banque Cantonale Vaudoise
Switzerland
$4.13M +$720K +1,803 +21%
FTDI
580
First Trust Direct Indexing
Massachusetts
$4.11M +$267K +669 +7%
USAA
581
United Services Automobile Association
Texas
$4.09M
BSAM
582
Blue Square Asset Management
New York
$4.09M -$226K -567 -5%
BCM
583
Brookstone Capital Management
Illinois
$4.09M +$601K +1,505 +17%
FHB
584
First Hawaiian Bank
Hawaii
$4.05M +$1.78M +4,470 +79%
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$4.03M -$137K -344 -3%
DRS
586
Deane Retirement Strategies
Louisiana
$4M +$4M +10,016 New
AAS
587
Avantax Advisory Services
Texas
$3.99M +$194K +487 +5%
RC
588
Roundview Capital
New Jersey
$3.99M +$6.39K +16 +0.2%
AWM
589
Apollon Wealth Management
South Carolina
$3.99M -$379K -950 -9%
DAS
590
Dynamic Advisor Solutions
Arizona
$3.99M +$501K +1,255 +14%
OCM
591
Orion Capital Management
California
$3.96M -$71.8K -180 -2%
OPS
592
Orion Portfolio Solutions
Nebraska
$3.93M -$102K -255 -3%
BCI
593
Brinker Capital Investments
Pennsylvania
$3.93M -$102K -255 -3%
WF
594
Welch & Forbes
Massachusetts
$3.93M -$18.8K -47 -0.5%
SA
595
Strategic Advocates
Utah
$3.92M +$811K +2,032 +26%
NL
596
NWAM LLC
Washington
$3.88M +$1.17K +3 +0%
IAA
597
Independent Advisor Alliance
North Carolina
$3.86M +$5.59K +14 +0.1%
KOCAA
598
Knights of Columbus Asset Advisors
Connecticut
$3.83M -$740K -1,855 -16%
FT
599
Fiduciary Trust
Massachusetts
$3.81M -$25.9K -65 -0.7%
LNC
600
Lincoln National Corp
Pennsylvania
$3.81M +$189K +473 +5%