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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 %
LWM
576
Liberty Wealth Management
California
$4.97M +$4.97M +11,171 New
CAM
577
Covenant Asset Management
New Jersey
$4.94M +$76.5K +172 +2%
GRP
578
Global Retirement Partners
California
$4.93M +$4.21M +9,458 +584%
SWS
579
SYSTM Wealth Solutions
Illinois
$4.89M +$222K +500 +5%
NWM
580
Nicola Wealth Management
British Columbia, Canada
$4.89M +$4.89M +11,000 New
DF
581
DNCA Finance
France
$4.89M +$4.89M +11,000 New
IMRF
582
Illinois Municipal Retirement Fund
Illinois
$4.88M – – –
ZB
583
Zions Bancorporation
Utah
$4.87M -$324K -728 -6%
KCM
584
Kennedy Capital Management
Missouri
$4.84M +$2.01M +4,513 +71%
NIMI
585
Natixis Investment Managers International
France
$4.83M -$177K -397 -4%
BG
586
Bahl & Gaynor
Ohio
$4.77M -$246K -552 -5%
OA
587
Oak Associates
Ohio
$4.76M -$44.5K -100 -0.9%
IMCOOI
588
Investment Management Corp of Ontario (IMCO)
Canada
$4.76M -$4.97M -11,173 -51%
BCI
589
Brinker Capital Investments
Pennsylvania
$4.69M +$303K +682 +7%
OPS
590
Orion Portfolio Solutions
Nebraska
$4.69M +$303K +682 +7%
TCA
591
Trifecta Capital Advisors
Illinois
$4.68M +$577K +1,296 +14%
BSAM
592
Blue Square Asset Management
New York
$4.68M +$118K +266 +3%
NEI
593
Northwest & Ethical Investments
Ontario, Canada
$4.65M +$478K +1,074 +11%
O
594
Ossiam
France
$4.62M +$474K +1,065 +11%
AWM
595
Apollon Wealth Management
South Carolina
$4.59M +$140K +315 +3%
DAS
596
Dynamic Advisor Solutions
Arizona
$4.56M +$112K +252 +3%
WA
597
Waverly Advisors
Alabama
$4.51M +$3.38M +7,590 +297%
FHB
598
First Hawaiian Bank
Hawaii
$4.5M -$10.7K -24 -0.2%
RC
599
Roundview Capital
New Jersey
$4.46M +$12.9K +29 +0.3%
SA
600
Strategic Advocates
Utah
$4.45M +$81.9K +184 +2%
22 23
24
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