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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 %
PAG
526
Private Advisor Group
New Jersey
$6.24M +$955K +2,146 +18%
M
527
Mirova
France
$6.19M – – –
BIP
528
Bouvel Investment Partners
Pennsylvania
$6.18M -$12.9K -29 -0.2%
Qube Research & Technologies (QRT)
529
Qube Research & Technologies (QRT)
United Kingdom
$6.16M -$21.4M -48,218 -78%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15M +$3.37M +7,583 +121%
NA
531
NewEdge Advisors
Louisiana
$6.15M +$464K +1,044 +8%
BST
532
Bath Savings Trust
Maine
$6.1M – – –
NW
533
NewEdge Wealth
Pennsylvania
$6.08M -$146K -329 -2%
FLII
534
First Long Island Investors
New York
$6.05M – – –
LMIM
535
Lockheed Martin Investment Management
Maryland
$6.02M -$218K -490 -3%
HFS
536
Hantz Financial Services
Michigan
$6M +$78.7K +177 +1%
DWM
537
Dakota Wealth Management
Florida
$5.99M +$1.96M +4,396 +48%
CGIM
538
Capital Group Investment Management
Singapore
$5.86M +$48.9K +110 +0.8%
SIA
539
Sit Investment Associates
Minnesota
$5.85M +$2.62M +5,887 +81%
RWM
540
Rench Wealth Management
Texas
$5.79M +$414K +930 +8%
RBA
541
Richard Bernstein Advisors
New York
$5.78M – – –
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$5.75M +$105K +236 +2%
CL
543
Choreo LLC
Illinois
$5.74M +$4.79M +10,980 +506%
AHB
544
Abner Herrman & Brock
New Jersey
$5.74M – – –
CWG
545
Cornerstone Wealth Group
North Carolina
$5.69M +$5.69M +12,798 New
FNT
546
First National Trust
Pennsylvania
$5.66M +$4.25M +9,544 +300%
SSB
547
Sandy Spring Bank
Maryland
$5.65M +$295K +664 +6%
CC
548
Cornerstone Capital
California
$5.65M -$48.9K -110 -0.9%
DADC
549
D.A. Davidson & Co
Montana
$5.63M -$127K -286 -2%
AWM
550
Axxcess Wealth Management
California
$5.58M +$891K +2,003 +19%
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