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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 %
OFG
151
Oxford Financial Group
Indiana
$80.3M 201,305 -11,138 -5%
State of New Jersey Common Pension Fund D
152
State of New Jersey Common Pension Fund D
New Jersey
$79.8M 199,927 +522 +0.3%
SOMRS
153
State of Michigan Retirement System
Michigan
$78.6M 197,053 -19,800 -9%
BPCE
154
Bank Pictet & Cie (Europe)
Germany
$78.1M 195,590 +9,840 +5%
CIBC Asset Management
155
CIBC Asset Management
Ontario, Canada
$75.3M 188,759 -1,712 -0.9%
Skandinaviska Enskilda Banken (SEB)
156
Skandinaviska Enskilda Banken (SEB)
Sweden
$75M 187,939 +487 +0.3%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$74.5M 186,670 +41,658 +29%
Swedbank
158
Swedbank
Sweden
$74.4M 186,371 -60,295 -24%
BHC
159
Bowen Hanes & Co
Florida
$74.4M 186,360 -3,100 -2%
Fidelity International
160
Fidelity International
Bermuda
$72M 180,393 +71,501 +66%
Asset Management One
161
Asset Management One
Japan
$71M 177,943 -6,340 -3%
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.8M 177,482 -13,801 -7%
VAM
163
Vontobel Asset Management
New York
$67.7M 158,834 -3,878 -2%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$67.5M 169,225 -70,769 -29%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$67.2M 168,311 +9,703 +6%
BAMCO Inc
166
BAMCO Inc
New York
$65.7M 164,727 -524 -0.3%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$64.2M 160,942 +1,000 +0.6%
Corient Private Wealth
168
Corient Private Wealth
Florida
$63.7M 159,526 +26 +0%
HighTower Advisors
169
HighTower Advisors
Illinois
$63.5M 158,782 -3,831 -2%
WP
170
Woodline Partners
California
$62.5M 156,714 -24,679 -14%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$62.4M 156,456 +6,712 +4%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$61.2M 153,358 -40,710 -21%
CWG
173
C WorldWide Group
Denmark
$60.2M 150,811 – –
DPAM
174
Degroof Petercam Asset Management
Belgium
$59.1M 148,132 -39,470 -21%
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$58.1M 145,666 -10,572 -7%
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