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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 %
BFEC
701
Benjamin F. Edwards & Company
Missouri
$2.87M +$150K +338 +6%
HA
702
Herold Advisors
New York
$2.87M -$667K -1,500 -19%
JSSH
703
J. Safra Sarasin Holding
$2.86M +$2.86M +6,438 New
CA
704
Cullinan Associates
Kentucky
$2.85M – – –
FHA
705
First Horizon Advisors
Tennessee
$2.84M +$62.3K +140 +2%
EAM
706
Exome Asset Management
New York
$2.83M – – –
CAAS
707
Capital Asset Advisory Services
Michigan
$2.82M +$148K +334 +6%
QIM
708
Quantitative Investment Management
Virginia
$2.82M +$2.82M +6,344 New
GIM
709
Goelzer Investment Management
Indiana
$2.79M +$33.4K +75 +1%
KWM
710
Keebeck Wealth Management
Illinois
$2.78M – – –
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$2.78M -$40.9K -92 -1%
CCS
712
Concentric Capital Strategies
Connecticut
$2.78M +$326K +732 +13%
GC
713
Guardian Capital
Ontario, Canada
$2.75M +$1.97M +4,423 +251%
FFB
714
First Financial Bankshares
Texas
$2.73M +$36K +81 +1%
SF
715
Summit Financial
New Jersey
$2.7M +$1.09M +2,450 +68%
DAS
716
Diversify Advisory Services
Utah
$2.69M -$517K -1,169 -16%
LCM
717
Legato Capital Management
California
$2.68M -$474K -1,065 -15%
CAM
718
Claret Asset Management
Quebec, Canada
$2.68M -$103K -232 -4%
PA
719
Procyon Advisors
Connecticut
$2.67M +$190K +428 +8%
GS
720
GTS Securities
New York
$2.67M +$2.67M +5,998 New
LWAM
721
Legacy Wealth Asset Management
Minnesota
$2.66M -$100K -225 -4%
BFG
722
Berger Financial Group
Minnesota
$2.65M -$17.8K -40 -0.7%
SWA
723
Stratos Wealth Advisors
Ohio
$2.64M +$65.4K +147 +3%
GITFIT
724
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.62M -$222K -500 -8%
IAS
725
IMA Advisory Services
Colorado
$2.6M +$45.8K +103 +2%
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