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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 %
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$20.5M -$874K -1,964 -4%
WI
327
Wintrust Investments
Illinois
$20.4M +$2.52M +5,669 +14%
IG
328
Ithaka Group
Virginia
$20.3M -$200K -449 -1%
Mercer Global Advisors
329
Mercer Global Advisors
Colorado
$20.2M +$2.09M +4,694 +12%
GAM
330
Groupama Asset Management
France
$19.8M +$19.4M +43,661 +5,312%
SA
331
Sanctuary Advisors
Indiana
$19.4M +$19.4M +51,606 New
CWM
332
Congress Wealth Management
Massachusetts
$19.2M +$780K +1,754 +4%
TRCT
333
Tower Research Capital (TRC)
New York
$19.1M +$5.64M +12,674 +42%
AQR Capital Management
334
AQR Capital Management
Connecticut
$19M +$2.12M +4,775 +13%
BBVA
335
Banco Bilbao Vizcaya Argentaria
Spain
$18.8M -$13.2M -29,732 -41%
FTM
336
First Turn Management
California
$18.6M +$18.6M +41,901 New
Envestnet Portfolio Solutions
337
Envestnet Portfolio Solutions
Illinois
$18.3M -$743K -1,671 -4%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$18.2M +$2M +4,488 +12%
CAM
339
Cresset Asset Management
Illinois
$18.2M +$602K +1,353 +3%
AI
340
Atria Investments
North Carolina
$18M +$806K +1,812 +5%
Wealthfront Advisers
341
Wealthfront Advisers
California
$18M +$250K +561 +1%
SC
342
Slow Capital
California
$18M +$169K +379 +0.9%
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$17.9M +$1.36M +3,049 +8%
BFS
344
Bradley Foster & Sargent
Connecticut
$17.8M +$1.17M +2,627 +7%
FC
345
Forte Capital
New York
$17.8M -$470K -1,056 -3%
Focus Partners Wealth
346
Focus Partners Wealth
Massachusetts
$17.7M +$1.62M +3,650 +10%
RG
347
Redmile Group
California
$17.7M +$4.58M +10,297 +35%
MIF
348
Mediolanum International Funds
Ireland
$17.7M -$124K -298 -0.7%
SOADOR
349
State of Alaska Department of Revenue
Alaska
$17.7M +$153K +345 +0.9%
DLA
350
Douglas Lane & Associates
New York
$17.5M +$605K +1,359 +4%
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