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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 %
MNBTD
726
Moody National Bank Trust Division
Texas
$2.57M +$39.1K +88 +2%
MYLI
727
Meiji Yasuda Life Insurance
Japan
$2.56M +$4.45K +10 +0.2%
PCIA
728
Prime Capital Investment Advisors
Kansas
$2.56M -$175K -394 -6%
TVWM
729
Tower View Wealth Management
Wisconsin
$2.56M -$3.11K -7 -0.1%
RWB
730
RMR Wealth Builders
New Jersey
$2.54M +$260K +585 +11%
BRWA
731
B. Riley Wealth Advisors
Florida
$2.52M -$799K -1,796 -24%
FWP
732
Falcon Wealth Planning
California
$2.52M -$227K -510 -8%
Luther King Capital Management (LKCM)
733
Luther King Capital Management (LKCM)
Texas
$2.52M +$50.7K +114 +2%
CCP
734
Clarity Capital Partners
California
$2.52M +$356K +800 +16%
SM
735
STF Management
Texas
$2.49M -$119K -267 -5%
HT
736
Headlands Technologies
Illinois
$2.48M +$96.1K +216 +4%
QCG
737
Quadrant Capital Group
Ohio
$2.46M +$77.8K +175 +3%
AWM
738
Accurate Wealth Management
Florida
$2.45M +$168K +384 +7%
BEI
739
Benjamin Edwards Inc
Missouri
$2.45M +$1.18M +2,649 +93%
CPA
740
Court Place Advisors
Maryland
$2.43M +$160K +360 +7%
HHGA
741
Halbert Hargrove Global Advisors
California
$2.42M -$178K -400 -7%
AW
742
Alaethes Wealth
Nevada
$2.42M +$18.2K +41 +0.8%
WCM
743
Whitener Capital Management
North Carolina
$2.42M +$15.6K +35 +0.6%
PWM
744
Perigon Wealth Management
California
$2.42M +$31.6K +71 +1%
SAM
745
Sectoral Asset Management
Quebec, Canada
$2.4M -$311K -700 -11%
AA
746
Altman Advisors
Illinois
$2.38M +$890 +2 +0%
DT
747
Diversified Trust
Tennessee
$2.37M -$559K -1,257 -19%
MUAMU
748
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.36M -$756K -1,700 -24%
RA
749
RiverPark Advisors
New York
$2.36M -$164K -368 -6%
EHC
750
Everett Harris & Co
California
$2.35M – – –
28 29
30
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