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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 %
WT
626
Whittier Trust
California
$4.1M +$25.4K +57 +0.6%
CCM
627
Coldstream Capital Management
Washington
$4.08M -$37.4K -84 -0.9%
BJL
628
Brighton Jones LLC
Washington
$4.07M -$69.4K -156 -2%
LTAS
629
Linden Thomas Advisory Services
North Carolina
$4.07M +$1.37M +3,079 +51%
AF
630
Allworth Financial
California
$4.04M +$73.7K +162 +2%
SAM
631
Sycomore Asset Management
France
$4.04M +$897K +2,027 +29%
JWBC
632
J.W. Burns & Co
New York
$4.02M +$760K +1,708 +23%
HI
633
Horizon Investments
North Carolina
$4.01M +$837K +1,881 +26%
WTC
634
WhitTier Trust Company
Nevada
$4.01M +$62.3K +140 +2%
SCA
635
Snowden Capital Advisors
New York
$3.99M -$1.07M -2,399 -21%
CHAM
636
Clear Harbor Asset Management
Connecticut
$3.99M +$2.09M +4,704 +110%
HPC
637
HM Payson & Co
Maine
$3.96M -$40K -90 -1%
SPC
638
Sigma Planning Corp
Michigan
$3.92M -$59.2K -133 -1%
LWCFA
639
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.91M +$2.19K +5 +0.1%
OIAM
640
OFI Invest Asset Management
France
$3.91M +$3.28M +7,894 +521%
HWAM
641
Hennion & Walsh Asset Management
New Jersey
$3.9M +$436K +980 +13%
FCT
642
Family Capital Trust
Massachusetts
$3.89M -$278K -625 -7%
RA
643
Rockingstone Advisors
Massachusetts
$3.89M +$18.2K +41 +0.5%
NL
644
NWAM LLC
Washington
$3.88M -$559K -1,257 -13%
WBC
645
Westpac Banking Corp
Australia
$3.86M +$363K +816 +10%
CCM
646
Canal Capital Management
Virginia
$3.83M +$32.5K +73 +0.9%
TWM
647
TriaGen Wealth Management
California
$3.78M +$3.78M +8,502 New
TFS
648
Thoroughbred Financial Services
Tennessee
$3.77M +$1.06M +2,394 +39%
CK
649
Cohen Klingenstein
New York
$3.76M – – –
SI
650
Stephens Inc
Arkansas
$3.71M +$126K +284 +4%
24 25
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