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Intuitive Surgical
ISRG

Overview Fund Activity

1,804 hedge funds and large institutions have $135B invested in Intuitive Surgical in 2024 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 774 increasing their positions, 577 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+78
Holders Change %
+4.52%
% of All Funds
26.24%
Holding in Top 10
71
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.7%
% of All Funds
1.03%
New
181
Increased
774
Reduced
577
Closed
78
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.97B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.51B
5
Vanguard Group
Vanguard Group
Pennsylvania
$14.1B

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
WCM Investment Management
California
$545M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
276
Banque Pictet & Cie
Switzerland
$28.5M -$4.88M -10,964 -15%
UIM
277
USS Investment Management
United Kingdom
$28.4M +$659K +1,481 +2%
Creative Planning
278
Creative Planning
Kansas
$28M +$2.5M +5,629 +10%
MML Investors Services
279
MML Investors Services
Massachusetts
$28M -$2.09M -4,699 -7%
SIC
280
Salem Investment Counselors
North Carolina
$27.7M +$536K +1,206 +2%
VanEck Associates
281
VanEck Associates
New York
$27.7M +$2.01M +4,518 +8%
PA
282
Perceptive Advisors
New York
$27.5M -$17.8M -40,000 -39%
SAM
283
Silvercrest Asset Management
New York
$27.4M +$591K +1,329 +2%
CI
284
Capital International
California
$27.4M +$162K +365 +0.6%
RW
285
Rockport Wealth
Ohio
$27.3M +$1.83M +4,104 +7%
Janney Montgomery Scott
286
Janney Montgomery Scott
Pennsylvania
$27.2M +$2.41M +5,426 +10%
RPAM
287
Rhenman & Partners Asset Management
Sweden
$26.9M +$4.45M +10,000 +20%
PAI
288
Pittenger & Anderson Inc
Nebraska
$26.3M +$76.5K +172 +0.3%
TPSF
289
Texas Permanent School Fund
Texas
$26.1M -$6.25M -14,056 -19%
URS
290
Utah Retirement Systems
Utah
$25.9M -$1.07M -2,400 -4%
ETC
291
Exchange Traded Concepts
Oklahoma
$25.9M -$4.45M -9,997 -15%
CC
292
Cadinha & Co
Hawaii
$25.7M +$264K +594 +1%
SMDAM
293
Sumitomo Mitsui DS Asset Management
Japan
$25.2M +$621K +1,396 +3%
LCAM
294
London & Capital Asset Management
United Kingdom
$25.1M -$1.31M -2,945 -5%
LIM
295
Lingotto Investment Management
United Kingdom
$25.1M – – –
SCM
296
Shelton Capital Management
Colorado
$24.7M +$474K +1,066 +2%
MGI
297
MayTech Global Investments
New York
$24.6M +$725K +1,630 +3%
Man Group
298
Man Group
United Kingdom
$24.6M -$4.9M -11,011 -17%
WC
299
Westwind Capital
New Mexico
$24.5M -$17.2M -22,734 -41%
OAM
300
Oppenheimer Asset Management
New York
$24.5M +$2.94M +6,613 +14%
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