ISRG icon

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 %
Verition Fund Management
551
Verition Fund Management
Connecticut
$5.52M -$376K -845 -6%
FTDI
552
First Trust Direct Indexing
Massachusetts
$5.52M +$947K +2,129 +21%
SPG
553
Strategic Planning Group
Utah
$5.48M +$512K +1,151 +10%
CA
554
Cornerstone Advisors
North Carolina
$5.47M – – –
VIM
555
Vinva Investment Management
Australia
$5.42M -$484K -1,087 -8%
AWCI
556
Alpine Woods Capital Investors
New York
$5.37M +$224K +503 +4%
TFA
557
Transamerica Financial Advisors
Florida
$5.35M – – –
BCM
558
Brookstone Capital Management
Illinois
$5.34M +$976K +2,289 +22%
RCW
559
Rheos Capital Works
Japan
$5.34M -$8.9M -20,000 -63%
AAM
560
Advisors Asset Management
Colorado
$5.33M +$2.04M +4,595 +62%
SPIA
561
Steward Partners Investment Advisory
New York
$5.3M +$621K +1,395 +13%
KOCAA
562
Knights of Columbus Asset Advisors
Connecticut
$5.3M +$1.02M +2,299 +24%
TIA
563
Tandem Investment Advisors
South Carolina
$5.3M +$55.2K +124 +1%
LT
564
Legacy Trust
Michigan
$5.28M -$163K -366 -3%
EF
565
Empirical Finance
Pennsylvania
$5.27M -$361K -811 -6%
A
566
AustralianSuper
Australia
$5.23M +$125K +282 +2%
1SB
567
1ST Source Bank
Indiana
$5.19M +$12K +27 +0.2%
PIA
568
Petredis Investment Advisors
Pennsylvania
$5.18M -$10.7K -24 -0.2%
SSA
569
Schonfeld Strategic Advisors
New York
$5.16M +$5.16M +11,600 New
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.09M -$82.7K -186 -2%
GLA
571
Great Lakes Advisors
Illinois
$5.09M -$4.35M -9,769 -46%
GI
572
GAMCO Investors
Connecticut
$5.08M -$445 -1 -0%
MGWM
573
Marks Group Wealth Management
Minnesota
$5.04M +$70.7K +159 +1%
NMIMC
574
Northwestern Mutual Investment Management Company
Wisconsin
$5.02M +$48.9K +110 +1%
DBG
575
De Burlo Group
Massachusetts
$4.98M +$4.98M +11,200 New
21 22
23
24 25