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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
+$974M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$657M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$583M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$475M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$326M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$384M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$316M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$306M
4
Marshall Wace
Marshall Wace
United Kingdom
-$258M
5
WCM Investment Management
WCM Investment Management
California
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
351
Vanguard Personalized Indexing Management
California
$17.1M +$2.55M +5,726 +17%
JCM
352
Jag Capital Management
Missouri
$17.1M -$74.7K -168 -0.4%
EI
353
Ethic Inc
New York
$17M +$1.4M +3,151 +9%
FCI
354
Financial Counselors Inc
Kansas
$16.7M +$313K +704 +2%
AAB
355
ABN AMRO Bank
Netherlands
$16.6M -$504K -1,121 -3%
SC
356
SouthState Corp
Florida
$16.4M +$595K +1,338 +4%
D.E. Shaw & Co
357
D.E. Shaw & Co
New York
$16.3M -$165M -370,398 -91%
MCM
358
Maple Capital Management
Vermont
$16.3M +$1.15M +2,584 +8%
Baird Financial Group
359
Baird Financial Group
Wisconsin
$16.2M +$5.72M +12,849 +54%
RIA
360
RPG Investment Advisory
California
$16.2M -$4.13M -9,293 -20%
KPWS
361
Kestra Private Wealth Services
Texas
$16M +$12.3M +27,620 +330%
PI
362
PineBridge Investments
New York
$16M -$9.21M -20,697 -37%
PA
363
Parallel Advisors
California
$15.9M -$46.7K -105 -0.3%
GXJ
364
Global X Japan
Japan
$15.6M +$3.01M +6,766 +24%
SBWIC
365
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.5M +$441K +991 +3%
TFA
366
Teamwork Financial Advisors
Texas
$15.4M +$3.87M +8,703 +34%
OSAM
367
O'Shaughnessy Asset Management
Connecticut
$15.2M +$2.2M +4,956 +17%
CL
368
CIM LLC
New York
$15.1M -$274K -575 -2%
LWM
369
Lyell Wealth Management
California
$15.1M +$75.6K +170 +0.5%
OAC
370
OMERS Administration Corp
Ontario, Canada
$15.1M +$5.88M +13,224 +64%
IMPI
371
Ilmarinen Mutual Pension Insurance
Finland
$15M -$4.09M -9,200 -21%
MWM
372
Mission Wealth Management
California
$14.9M +$493K +1,108 +3%
AIM
373
ARK Investment Management
Florida
$14.8M -$1.65M -3,705 -10%
VAS
374
Valicenti Advisory Services
New York
$14.4M -$224K -503 -2%
FMI
375
Factory Mutual Insurance
Massachusetts
$14.4M – – –
13 14
15
16 17