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Intuitive Surgical
ISRG

Overview Fund Activity

1,803 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, 773 increasing their positions, 577 reducing their positions, and 78 closing their positions.

Holders
1,803
Holders Change
+78
Holders Change %
+4.52%
% of All Funds
26.23%
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
773
Reduced
577
Closed
78
Calls
$1.08B
Puts
$1B
Net Calls
+$73.4M
Net Calls Change
+$431M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.97B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.36B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$1B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51B
5
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$389M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
5
WCM Investment Management
California
$545M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.05B 2,360,396 +220,942 +10%
Ameriprise
27
Ameriprise
Minnesota
$1.05B 2,359,782 -17,263 -0.7%
Capital Research Global Investors
28
Capital Research Global Investors
California
$1B 2,249,669 +1,311,560 +140%
Legal & General Group
29
Legal & General Group
United Kingdom
$979M 2,200,106 -86,155 -4%
Charles Schwab
30
Charles Schwab
California
$978M 2,198,764 +71,303 +3%
ClearBridge Investments
31
ClearBridge Investments
New York
$881M 1,981,297 +30,449 +2%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$815M 1,832,591 +18,529 +1%
UBS Group
33
UBS Group
Switzerland
$745M 1,674,921 +198,961 +13%
Winslow Capital Management
34
Winslow Capital Management
Minnesota
$743M 1,669,157 -130,368 -7%
Millennium Management
35
Millennium Management
New York
$675M 1,516,708 +552,230 +57%
Assenagon Asset Management
36
Assenagon Asset Management
Luxembourg
$660M 1,483,406 +197,841 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
37
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$634M 1,424,317 +58,167 +4%
Citadel Advisors
38
Citadel Advisors
Florida
$633M 1,423,271 -42,747 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$624M 1,401,980 -49,434 -3%
Barclays
40
Barclays
United Kingdom
$616M 1,383,642 -89,668 -6%
AIM
41
Alphinity Investment Management
Australia
$578M 1,299,671 +239,761 +23%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$557M 1,252,313 +40,098 +3%
WCM Investment Management
43
WCM Investment Management
California
$545M 1,224,923 -493,033 -29%
Brown Advisory
44
Brown Advisory
Maryland
$542M 1,218,728 -136,342 -10%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$518M 1,163,521 +236,240 +25%
Deutsche Bank
46
Deutsche Bank
Germany
$517M 1,161,884 +15,262 +1%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$487M 1,093,955 -35,037 -3%
Wells Fargo
48
Wells Fargo
California
$486M 1,091,583 +130,180 +14%
Pictet Asset Management
49
Pictet Asset Management
Switzerland
$476M 1,069,066 -21,108 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$467M 1,049,400 -5,000 -0.5%
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