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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 %
Los Angeles Capital Management
501
Los Angeles Capital Management
California
$7.24M -$1.07M -2,405 -13%
UM
502
UniSuper Management
Australia
$7.16M +$3.93M +8,843 +122%
CB
503
Commerce Bank
Missouri
$7.15M -$212K -477 -3%
DLCIG
504
D.L. Carlson Investment Group
New Hampshire
$7.14M -$79.6K -179 -1%
VC
505
Vestor Capital
Illinois
$7.14M +$93.4K +210 +1%
PAS
506
Park Avenue Securities
New York
$7.13M -$335K -753 -4%
BAAM
507
Baker Avenue Asset Management
California
$7.13M -$190K -427 -3%
ITFISA
508
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.07M – – –
KAS
509
Kestra Advisory Services
Texas
$6.96M +$441K +991 +7%
SFI
510
Siemens Fonds Invest
Germany
$6.96M +$890 +2 +0%
MGP
511
Metis Global Partners
California
$6.95M +$53.8K +121 +0.8%
SAM
512
Simplify Asset Management
Nevada
$6.82M -$7.57M -17,010 -53%
MLL
513
Moody Lynn & Lieberson
Massachusetts
$6.77M +$14.7K +33 +0.2%
MFAM
514
Motley Fool Asset Management
Virginia
$6.71M +$1.54M +3,523 +30%
RFC
515
Regions Financial Corp
Alabama
$6.71M -$742K -1,668 -10%
LSA
516
L & S Advisors
California
$6.7M -$771K -1,734 -10%
WS
517
Wedbush Securities
California
$6.63M +$165K +371 +3%
QCM
518
Quantinno Capital Management
New York
$6.62M -$1.23M -2,773 -16%
EWA
519
EP Wealth Advisors
California
$6.58M +$26.7K +60 +0.4%
SB
520
Simmons Bank
Arkansas
$6.54M -$52K -117 -0.8%
PHM
521
Prospect Hill Management
New Jersey
$6.37M – – –
BFM
522
Boothbay Fund Management
New York
$6.32M -$537K -1,207 -8%
AWS
523
Atria Wealth Solutions
New York
$6.29M -$197K -442 -3%
KFP
524
KMG Fiduciary Partners
Ohio
$6.27M +$53.4K +120 +0.9%
AFA
525
Arlington Financial Advisors
California
$6.27M -$547K -1,229 -8%
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