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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 %
TRSOTSOK
401
Teachers Retirement System of the State of Kentucky
Kentucky
$12.5M -$343K -772 -3%
BLAM
402
Bourne Lent Asset Management
New York
$12.5M -$1.78K -4 -0%
2
403
2Xideas
Switzerland
$12.4M -$862K -1,937 -7%
BFG
404
Bleakley Financial Group
New Jersey
$12.2M +$44K +99 +0.4%
MSRPS
405
Maryland State Retirement & Pension System
Maryland
$12.2M – – –
MWM
406
Meridian Wealth Management
Kentucky
$12.2M +$12.2M +27,384 New
MSU
407
Mizuho Securities USA
New York
$12.2M +$12.2M +27,345 New
SSA
408
Sierra Summit Advisors
Nevada
$12.1M +$90.7K +204 +0.8%
IC
409
IEQ Capital
California
$12M +$1.16M +2,616 +11%
GT
410
Greenleaf Trust
Michigan
$11.9M +$416K +935 +4%
AAIS
411
ABN AMRO Investment Solutions
$11.9M +$2.12M +4,762 +22%
KRS
412
Kentucky Retirement Systems
Kentucky
$11.9M -$12.5K -28 -0.1%
Jones Financial Companies
413
Jones Financial Companies
Missouri
$11.8M +$10.7M +24,155 +973%
JIC
414
Johnson Investment Counsel
Ohio
$11.7M +$12K +27 +0.1%
Cambridge Investment Research Advisors
415
Cambridge Investment Research Advisors
Iowa
$11.7M -$2.92M -6,567 -20%
BF
416
BOK Financial
Oklahoma
$11.7M -$711K -1,598 -6%
TFIPS
417
Towarzystwo Funduszy Inwestycyjnych PZU SA
$11.7M +$9.84M +22,127 +535%
LP
418
LMR Partners
United Kingdom
$11.6M +$8.74M +19,642 +304%
ACA
419
Aptus Capital Advisors
Alabama
$11.4M +$8.87M +19,950 +353%
UB
420
UMB Bank
Missouri
$11.4M -$58.7K -132 -0.5%
MPM
421
MBB Public Markets
Illinois
$11.2M +$10.6M +23,763 +1,740%
SFM
422
Soros Fund Management
New York
$11.1M -$5.56M -12,500 -33%
FNBT
423
FineMark National Bank & Trust
Florida
$11.1M +$327K +735 +3%
TAM
424
Tocqueville Asset Management
New York
$11.1M -$97.4K -219 -0.9%
BP
425
Broadleaf Partners
Ohio
$10.9M -$58.3K -131 -0.5%
15 16
17
18 19