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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 %
PSB
651
Passumpsic Savings Bank
Vermont
$3.65M -$53.8K -121 -1%
VAS
652
Vestmark Advisory Solutions
Massachusetts
$3.65M +$73K +164 +2%
CLOS
653
Compagnie Lombard Odier SCmA
Switzerland
$3.64M – – –
RFN
654
RDA Financial Network
Iowa
$3.63M +$81.4K +183 +2%
EWM
655
Elevatus Welath Management
New York
$3.6M +$3.6M +8,082 New
BG
656
BDF Gestion
France
$3.57M +$3.57M +8,024 New
RWP
657
RWA Wealth Partners
Massachusetts
$3.56M +$70.3K +158 +2%
JIP
658
Jaffetilchin Investment Partners
Florida
$3.55M -$81.4K -183 -2%
OAM
659
Oak Asset Management
California
$3.55M -$44.5K -100 -1%
PS
660
Principal Securities
Iowa
$3.53M +$439K +986 +14%
HI
661
HBK Investments
Texas
$3.5M +$3.2M +7,188 +1,042%
GP
662
Girard Partners
Pennsylvania
$3.5M -$23.1K -52 -0.7%
BCV
663
Banque Cantonale Vaudoise
Switzerland
$3.49M -$1.11M -2,489 -24%
WR
664
WD Rutherford
Oregon
$3.49M -$118K -265 -3%
EF
665
Empowered Funds
Pennsylvania
$3.48M +$329K +739 +10%
TC
666
TownSquare Capital
Utah
$3.48M +$622K +1,398 +22%
CWP
667
Cyndeo Wealth Partners
Florida
$3.48M +$123K +276 +4%
BPA
668
Beacon Pointe Advisors
California
$3.45M -$326K -733 -9%
KCM
669
Kornitzer Capital Management
Kansas
$3.39M +$27.6K +62 +0.8%
SW
670
SteelPeak Wealth
California
$3.39M -$8.56M -19,239 -72%
PIM
671
Plato Investment Management
Australia
$3.36M – – –
FBT
672
First Bank & Trust
South Dakota
$3.36M -$168K -377 -5%
WI
673
Wahed Invest
New York
$3.35M +$3.35M +7,538 New
FCH
674
Freestone Capital Holdings
Washington
$3.35M +$28K +63 +0.8%
CG
675
Caprock Group
Idaho
$3.34M +$917K +2,061 +38%
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