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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.

New
Increased
Maintained
Reduced
Closed
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 %
FFA
1451
Fi3 Financial Advisors
Indiana
$243K -$9.15K -24 -4%
AO
1452
Advisor OS
Illinois
$240K +$240K +602 New
ST
1453
Smithfield Trust
Pennsylvania
$240K +$5.61K +14 +2%
VFG
1454
V2 Financial group
Illinois
$239K – – –
WFMPM
1455
Woodley Farra Manion Portfolio Management
Indiana
$239K -$39.9K -100 -14%
MFIM
1456
Mesirow Financial Investment Management
Illinois
$239K +$239K +599 New
WPA
1457
West Paces Advisors
Georgia
$237K -$26.3K -66 -10%
A
1458
AJOVista
Massachusetts
$237K – – –
C
1459
Covestor
United Kingdom
$236K -$11.2K -28 -5%
CC
1460
Callan Capital
California
$236K +$236K +591 New
WFI
1461
West Family Investments
California
$236K +$236K +591 New
WC
1462
Whitney & Co
New York
$236K +$236K +591 New
LIM
1463
Letson Investment Management
Georgia
$235K +$235K +588 New
SLC
1464
Second Line Capital
Louisiana
$233K +$233K +585 New
BWA
1465
Bordeaux Wealth Advisors
California
$233K +$233K +583 New
RB
1466
Renasant Bank
Mississippi
$231K -$10.4K -26 -4%
SCM
1467
Schnieders Capital Management
California
$231K +$231K +579 New
CFG
1468
Cooper Financial Group
California
$230K +$230K +576 New
WMP
1469
Wealth Management Partners
Arizona
$229K +$229K +574 New
RA
1470
Riverstone Advisors
Texas
$227K -$346K -867 -60%
FIA
1471
Foundations Investment Advisors
Arizona
$226K +$226K +566 New
SGCA
1472
Steel Grove Capital Advisors
Tennessee
$223K +$223K +559 New
JMFC
1473
J.M. Forbes & Co
Massachusetts
$221K +$221K +555 New
OL
1474
Optas LLC
Texas
$220K +$220K +552 New
HIIFS
1475
Harel Insurance Investments & Financial Services
Israel
$219K -$151K -380 -41%
57 58
59
60 61