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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 %
JFG
1801
Jefferies Financial Group
New York
– – -93 Closed
ACA
1802
American Capital Advisory
Idaho
– – -90 Closed
ODG
1803
O'Dell Group
Ohio
– – -90 Closed
AWM
1804
Able Wealth Management
New Jersey
– – -82 Closed
GWMIA
1805
Global Wealth Management Investment Advisory
Florida
– – -75 Closed
RIM
1806
Rockbridge Investment Management
New York
– – -75 Closed
DI
1807
DAGCO Inc
Ohio
– – -60 Closed
MAM
1808
Marquette Asset Management
Minnesota
– – -59 Closed
FBC
1809
Fairfield, Bush & Co
Connecticut
– – -44 Closed
BWM
1810
BKM Wealth Management
Wisconsin
– – -42 Closed
LF
1811
Lee Financial
Texas
– – -38 Closed
LIWM
1812
Long Island Wealth Management
New York
– – -29 Closed
SSG
1813
Summit Securities Group
New York
– – -28 Closed
RBC
1814
Roble Belko & Company
Pennsylvania
– – -27 Closed
GAMC
1815
Garner Asset Management Corp
Texas
– – -20 Closed
IPW
1816
Impact Partnership Wealth
Georgia
– – -18 Closed
FMTCOCP
1817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– – -15 Closed
NMG
1818
New Millennium Group
Utah
– – -14 Closed
AF
1819
Arrow Financial
New York
– – -13 Closed
DCBT
1820
Dakota Community Bank & Trust
North Dakota
– – -11 Closed
M
1821
MOTCO
Texas
– – -11 Closed
VAMG
1822
Voisard Asset Management Group
Michigan
– – -11 Closed
TVAMP
1823
Tennessee Valley Asset Management Partners
Tennessee
– – -10 Closed
PGAM
1824
Princeton Global Asset Management
New Jersey
– – -9 Closed
LPP
1825
Life Planning Partners
Florida
– – -5 Closed
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