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.

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 %
HFA
1751
Harbert Fund Advisors
Alabama
– – -3,850 Closed
IFU
1752
iSAM Funds (UK)
United Kingdom
– – -3,752 Closed
1WM
1753
1900 Wealth Management
Texas
– – -3,577 Closed
SM
1754
Sciencast Management
New Jersey
– – -3,085 Closed
OTPPB
1755
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -3,062 Closed
CI
1756
Clal Insurance
Israel
– – -3,000 Closed
GBWM
1757
Granite Bay Wealth Management
New Hampshire
– – -2,583 Closed
VAM
1758
Vienna Asset Management
California
– – -2,460 Closed
QT
1759
Quantbot Technologies
New York
– – -2,166 Closed
FCM
1760
Family Capital Management
Michigan
– – -2,096 Closed
Group One Trading
1761
Group One Trading
Illinois
– – -2,089 Closed
MC
1762
Maverick Capital
Texas
– – -1,959 Closed
DC
1763
Diametric Capital
Massachusetts
– – -1,569 Closed
AWA
1764
Arete Wealth Advisors
Illinois
– – -1,475 Closed
CW
1765
Connectus Wealth
Ohio
– – -1,445 Closed
NFG
1766
Nations Financial Group
Iowa
– – -1,433 Closed
PCIG
1767
Partners Capital Investment Group
Massachusetts
– – -1,422 Closed
VI
1768
Versor Investments
New York
– – -1,404 Closed
XS
1769
XR Securities
Illinois
– – -1,364 Closed
MSAM
1770
Moloney Securities Asset Management
Missouri
– – -1,204 Closed
LWM
1771
Laidlaw Wealth Management
New York
– – -1,183 Closed
BCM
1772
BlueCrest Capital Management
Jersey
– – -1,109 Closed
IWA
1773
IVC Wealth Advisors
Pennsylvania
– – -987 Closed
IA
1774
IFG Advisory
Georgia
– – -982 Closed
SCM
1775
Stevens Capital Management
Pennsylvania
– – -890 Closed
69 70
71
72 73