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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 %
SFP
1501
Sweet Financial Partners
Minnesota
$202K +$202K +506 New
MAC
1502
Mason & Associates (California)
California
$201K +$201K +504 New
JCM
1503
Jacobsen Capital Management
Utah
$201K +$201K +503 New
ET
1504
Entropy Technologies
New York
$200K -$428K -1,072 -68%
NW
1505
Naviter Wealth
Arkansas
$200K +$200K +502 New
CCWM
1506
Correct Capital Wealth Management
Missouri
$200K – – –
MS
1507
Mizuho Securities
Japan
$200K +$200K +500 New
IWA
1508
Icon Wealth Advisors
Texas
$196K +$35.5K +89 +22%
HNB
1509
Hilltop National Bank
Wyoming
$194K +$194K +485 New
VNA
1510
Valley National Advisers
Pennsylvania
$191K +$48.4K +122 +34%
ITIM
1511
Indiana Trust & Investment Management
Indiana
$190K – – –
SAM
1512
S.A. Mason
Michigan
$186K – – –
PTC
1513
Private Trust Company
Ohio
$182K -$11.6K -29 -6%
RTC
1514
Riverview Trust Company
Washington
$182K +$182K +457 New
AT
1515
Arlington Trust
Alabama
$181K -$6.79K -17 -4%
RDFA
1516
Ritter Daniher Financial Advisory
Ohio
$181K – – –
BIM
1517
Breakwater Investment Management
Washington
$180K +$180K +451 New
BCM
1518
Blume Capital Management
California
$176K -$7.58K -19 -4%
AGWCA
1519
Annis Gardner Whiting Capital Advisors
Florida
$163K +$107K +268 +190%
CA
1520
Crewe Advisors
Utah
$161K +$161K +403 New
PP
1521
Paloma Partners
Connecticut
$157K -$14.4K -36 -8%
BCP
1522
Blue Chip Partners
Michigan
$151K +$151K +378 New
ACM
1523
Adalta Capital Management
New York
$150K – – –
AA
1524
Addison Advisors
Vermont
$149K +$25.1K +63 +20%
RA
1525
Rise Advisors
New York
$146K +$72.6K +182 +99%
59 60
61
62 63