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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 %
AHIA
676
Andrew Hill Investment Advisors
Florida
$3.34M +$404K +909 +14%
IB
677
Intrust Bank
Kansas
$3.34M +$54.7K +123 +2%
VA
678
Vident Advisory
Georgia
$3.32M +$137K +307 +4%
OAM
679
Ostrum Asset Management
France
$3.32M -$139K -313 -4%
MAS
680
Meeder Advisory Services
Ohio
$3.28M +$840K +1,889 +35%
PWM
681
Pinnacle Wealth Management
California
$3.26M -$84.1K -189 -3%
SFA
682
Sequoia Financial Advisors
Ohio
$3.25M +$185K +417 +6%
WSCM
683
Wellington Shields Capital Management
New York
$3.24M +$3.24M +7,275 New
WDA
684
Wendell David Associates
New Hampshire
$3.24M – – –
S
685
SignatureFD
Georgia
$3.23M +$184K +413 +6%
FRA
686
Front Row Advisors
California
$3.22M -$373K -838 -10%
CCM
687
Connective Capital Management
California
$3.2M -$7.14M -16,041 -69%
HBT
688
Hills Bank & Trust
Iowa
$3.19M -$214K -481 -6%
PAM
689
Panagora Asset Management
Massachusetts
$3.16M -$1.34K -3 -0%
DWP
690
Daymark Wealth Partners
Ohio
$3.12M +$109K +246 +4%
CUAMC
691
China Universal Asset Management Company
China
$3.09M +$242K +544 +9%
SSI
692
Scott & Selber Inc
Texas
$3.09M +$46.7K +105 +2%
CPC
693
Consolidated Planning Corp
Georgia
$3.07M +$3.07M +6,901 New
HCA
694
Harbor Capital Advisors
Illinois
$3.03M +$4K +9 +0.1%
HWM
695
HB Wealth Management
Georgia
$3.01M +$352K +791 +13%
CFG
696
Citizens Financial Group
Rhode Island
$2.99M +$2.06M +4,639 +224%
MSK
697
Melissa S. Kampmann
$2.98M +$155K +349 +5%
CPBTD
698
Central Pacific Bank - Trust Division
Hawaii
$2.97M -$65.8K -148 -2%
NP
699
Nilsine Partners
Colorado
$2.91M +$20K +45 +0.7%
PA
700
PFG Advisors
Arizona
$2.88M -$17.3K -39 -0.6%
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