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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 %
CT
1776
Coastline Trust
Rhode Island
– – -855 Closed
MFS
1777
Mirabella Financial Services
United Kingdom
– – -829 Closed
LCWP
1778
Legacy Capital Wealth Partners
Arkansas
– – -814 Closed
BCA
1779
Bay Colony Advisors
Massachusetts
– – -764 Closed
BWS
1780
Buck Wealth Strategies
Colorado
– – -730 Closed
CM
1781
Capula Management
Cayman Islands
– – -697 Closed
OMC
1782
Old Mission Capital
Illinois
– – -687 Closed
EL
1783
EWA LLC
Pennsylvania
– – -670 Closed
AG
1784
Algert Global
California
– – -668 Closed
GWS
1785
Glassman Wealth Services
Virginia
– – -660 Closed
NCFG
1786
New Century Financial Group
New Jersey
– – -646 Closed
AF
1787
Apexium Financial
Texas
– – -616 Closed
DWM
1788
Darwin Wealth Management
Florida
– – -603 Closed
MSE
1789
MUFG Securities EMEA
United Kingdom
– – -602 Closed
PAIM
1790
Punch & Associates Investment Management
Minnesota
– – -600 Closed
TSW
1791
Thompson Siegel & Walmsley
Virginia
– – -360 Closed
LA
1792
LM Advisors
California
– – -300 Closed
EC
1793
EdgeRock Capital
Colorado
– – -218 Closed
IUHSA
1794
Itau Unibanco Holding S.A.
Brazil
– – -202 Closed
PS
1795
Planned Solutions
California
– – -195 Closed
MSWM
1796
McGlone Suttner Wealth Management
Wisconsin
– – -145 Closed
RFA
1797
Resurgent Financial Advisors
Georgia
– – -142 Closed
FCAS
1798
First Command Advisory Services
Texas
– – -126 Closed
WTG
1799
West Tower Group
Virginia
– – -103 Closed
JEST
1800
JTC Employer Solutions Trustee
Jersey
– – -93 Closed
70 71
72
73 74