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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 %
RG
1701
Retirement Group
California
$3.59K 9 -1 -10%
OP
1702
ORG Partners
Indiana
$3.55K 9 -254 -97%
GIA
1703
GHP Investment Advisors
Colorado
$3.19K 8 – –
TAM
1704
Tucker Asset Management
Colorado
$3.19K 8 – –
AP
1705
Aspect Partners
Virginia
$3.19K 8 – –
PVH
1706
Psagot Value Holdings
Israel
$3K 7 -2,456 -100%
PA
1707
Pineridge Advisors
Missouri
$2.79K 7 -31 -82%
VAG
1708
VisionPoint Advisory Group
Texas
$2.79K 7 – –
HFS
1709
Horizon Financial Services
North Carolina
$2.79K 7 +7 New
HFM
1710
Hartford Financial Management
Connecticut
$2.4K 6 – –
FSWA
1711
Financial Synergies Wealth Advisors
Texas
$2.4K 6 – –
WA
1712
WestEnd Advisors
North Carolina
$2.4K 6 +1 +20%
CT
1713
Colonial Trust
South Carolina
$2.07K 5 +1 +25%
GFL
1714
Granite FO LLC
New Hampshire
$1.93K 4 +4 New
WF
1715
WoodTrust Financial
Wisconsin
$1.7K 4,262 +2 +0%
CAM
1716
ClariVest Asset Management
California
$1.6K 4 – –
CTWM
1717
Cherry Tree Wealth Management
Minnesota
$1.2K 3 – –
TH
1718
TCTC Holdings
Texas
$1.2K 3 – –
SWA
1719
SOA Wealth Advisors
New York
$1.2K 3 – –
GWSA
1720
Global Wealth Strategies & Associates
Colorado
$1.2K 3 – –
DFA
1721
DHJJ Financial Advisors
Illinois
$799 2 – –
PS
1722
PayPay Securities
Japan
$399 1 -11 -92%
GTAM
1723
Global Trust Asset Management
Florida
$399 1 – –
AIC
1724
Archer Investment Corporation
Indiana
$242 1 – –
SP
1725
SurgoCap Partners
New York
– – -166,338 Closed
67 68
69
70 71