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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 %
BWM
601
BNC Wealth Management
Oregon
$4.45M +$414K +930 +10%
IHAM
602
Integral Health Asset Management
New York
$4.45M -$17.8M -40,000 -80%
DRS
603
Deane Retirement Strategies
Louisiana
$4.43M +$442 +1 +0%
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$4.4M -$93.4K -210 -2%
OCM
605
Orion Capital Management
California
$4.37M -$44.5K -100 -1%
WF
606
Welch & Forbes
Massachusetts
$4.36M -$7.97K -18 -0.2%
IAA
607
Independent Advisor Alliance
North Carolina
$4.34M +$38.7K +87 +0.9%
WCM
608
Wisconsin Capital Management
Wisconsin
$4.33M +$894K +2,010 +26%
FT
609
Fiduciary Trust
Massachusetts
$4.31M +$62.7K +141 +1%
HCM
610
Hodges Capital Management
Texas
$4.31M -$378K -849 -8%
ATC
611
Argent Trust Co
Tennessee
$4.31M +$428K +962 +11%
VI
612
Vestcor Inc
New Brunswick, Canada
$4.31M +$1.4M +3,157 +48%
RJT
613
Raymond James Trust
Florida
$4.3M +$75.6K +170 +2%
NRS
614
Neville Rodie & Shaw
New York
$4.28M -$605K -1,361 -12%
Squarepoint
615
Squarepoint
New York
$4.28M -$17.3M -38,932 -80%
BIM
616
Baldwin Investment Management
Pennsylvania
$4.26M +$298K +671 +8%
TMAM
617
Tokio Marine Asset Management
Japan
$4.18M +$191K +430 +5%
AMCA
618
Arthur M. Cohen & Associates
Illinois
$4.17M +$78.7K +177 +2%
ORI
619
Oak Ridge Investments
Illinois
$4.16M +$4.16M +9,362 New
BSW
620
Buckingham Strategic Wealth
Missouri
$4.14M +$72.5K +163 +2%
OHIS
621
Oak Harvest Investment Services
Texas
$4.14M +$729K +1,638 +21%
ECU
622
Eisler Capital (US)
New York
$4.13M +$4.13M +9,293 New
NIP
623
Nicholas Investment Partners
California
$4.12M +$4.12M +9,263 New
FRA
624
Frank Rimerman Advisors
California
$4.11M +$2.38M +5,359 +138%
AFC
625
AFT Forsyth & Company
Florida
$4.11M +$178K +400 +5%
23 24
25
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