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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 Market Value Shares Shares
Change 		Shares
Change %
ACM
1676
Anfield Capital Management
California
$7.18K 18 +18 New
GI
1677
Gradient Investments
Minnesota
$6.79K 17 -85 -83%
OC
1678
Oakworth Capital
Alabama
$6.79K 17 – –
MIM
1679
Macroview Investment Management
Maryland
$6.79K 17 – –
VWA
1680
Valued Wealth Advisors
Utah
$6.79K 17 +2 +13%
PCWA
1681
Pacific Capital Wealth Advisors
California
$6.79K 17 +17 New
TCM
1682
TruNorth Capital Management
Michigan
$6.79K 17 +17 New
SIC
1683
SJS Investment Consulting
Ohio
$6.39K 16 +9 +129%
BGAI
1684
Bruce G. Allen Investments
Colorado
$6.39K 16 -8 -33%
FGAM
1685
Financial Gravity Asset Management
Texas
$6.2K 16 +8 +100%
PWMG
1686
Private Wealth Management Group
New Jersey
$5.99K 15 +6 +67%
KLWA
1687
Kelly Lawrence W & Associates
California
$5.99K 15 -717 -98%
RFG
1688
REAP Financial Group
Texas
$5.99K 15 – –
WCM
1689
Westend Capital Management
California
$5.99K 15 +15 New
PP
1690
Pingora Partners
Wyoming
$5.99K 15 +15 New
SVCP
1691
Silicon Valley Capital Partners
California
$5.99K 15 +15 New
LFA
1692
LGT Financial Advisors
Texas
$5.19K 13 – –
GFPC
1693
Global Financial Private Client
Florida
$5.13K 13 – –
DPW
1694
DiNuzzo Private Wealth
Pennsylvania
$4.79K 12 – –
JGIA
1695
Jackson Grant Investment Advisers
Connecticut
$4.79K 12 – –
AFWM
1696
Abich Financial Wealth Management
Virginia
$4.79K 12 +12 New
WIA
1697
Wetzel Investment Advisors
Indiana
$4.1K 11 – –
LIM
1698
Longfellow Investment Management
Massachusetts
$3.99K 10 – –
GWP
1699
Gen-Wealth Partners
Michigan
$3.99K 10 +10 New
ECM
1700
Everence Capital Management
Indiana
$3.96K 9,930 – –
66 67
68
69 70