ISRG icon

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
1476
Fragasso Financial Advisors
Pennsylvania
$218K +$218K +547 New
PB
1477
Pinnacle Bancorp
Nebraska
$217K -$5.59K -14 -3%
RP
1478
Rice Partnership
Hawaii
$217K +$217K +543 New
WKWM
1479
Walter & Keenan Wealth Management
Indiana
$217K +$217K +543 New
NWM
1480
Northwest Wealth Management
Iowa
$216K +$216K +541 New
SG
1481
Somerset Group
Minnesota
$216K +$216K +540 New
LC
1482
Lavaca Capital
Texas
$216K +$216K +540 New
CIC
1483
Carnegie Investment Counsel
Ohio
$215K +$215K +538 New
SWM
1484
Sugarloaf Wealth Management
Georgia
$213K +$11.6K +29 +6%
EWA
1485
Exencial Wealth Advisors
Oklahoma
$213K +$213K +533 New
MMPW
1486
Mitchell McLeod Pugh & Williams
Alabama
$213K +$213K +533 New
FAT
1487
First American Trust
California
$213K +$213K +533 New
MFA
1488
Morling Financial Advisors
California
$210K +$210K +527 New
VT
1489
Vise Technologies
New York
$210K +$210K +525 New
WBC
1490
West Branch Capital
Massachusetts
$208K -$4.39K -11 -2%
HFP
1491
Holistic Financial Partners
Indiana
$207K +$207K +519 New
AOWM
1492
Alpha Omega Wealth Management
Virginia
$206K +$206K +516 New
BIA
1493
Benchmark Investment Advisors
Illinois
$206K +$206K +515 New
AWM
1494
Abound Wealth Management
Tennessee
$204K +$1.2K +3 +0.6%
CFO
1495
CVA Family Office
Colorado
$204K +$399 +1 +0.2%
CWM
1496
Cornerstone Wealth Management
Missouri
$204K +$204K +510 New
HPM
1497
Hoxton Planning & Management
West Virginia
$203K +$203K +509 New
KA
1498
Klingman & Associates
New York
$203K +$203K +508 New
SAW
1499
Signal Advisors Wealth
Michigan
$203K +$203K +508 New
PFM
1500
Patton Fund Management
Texas
$202K +$202K +507 New
58 59
60
61 62