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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 %
AM
751
Account Management
Massachusetts
$2.35M +$2.35M +5,275 New
SP
752
Stablepoint Partners
Massachusetts
$2.33M +$64.8K +146 +3%
SCM
753
Suvretta Capital Management
New York
$2.31M – – –
GIA
754
Gladstone Institutional Advisory
Florida
$2.3M +$187K +421 +9%
CWMGP
755
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.29M +$1.29M +2,892 +128%
TW
756
Transform Wealth
Colorado
$2.27M -$20.9K -47 -0.9%
IUHSA
757
Itau Unibanco Holding S.A.
Brazil
$2.27M +$2.27M +5,106 New
SWM
758
Segment Wealth Management
Texas
$2.27M +$72.1K +162 +3%
MGP
759
M&G plc
United Kingdom
$2.26M +$786K +1,766 +53%
RCM
760
Riverpark Capital Management
New York
$2.25M -$38.7K -87 -2%
TCOV
761
Trust Company of Vermont
Vermont
$2.25M +$182K +410 +9%
HH
762
Hilltop Holdings
Texas
$2.22M -$129K -289 -5%
CIA
763
Concurrent Investment Advisors
Florida
$2.21M +$965K +2,169 +77%
GJWM
764
Gilliland Jeter Wealth Management
Arkansas
$2.2M – – –
CAM
765
Close Asset Management
United Kingdom
$2.2M +$465K +1,045 +27%
TYCC
766
Texas Yale Capital Corp
Florida
$2.19M – – –
HAG
767
HighPoint Advisor Group
Illinois
$2.19M -$28.1K -65 -1%
SC
768
Scotia Capital
Ontario, Canada
$2.19M +$1.03M +2,324 +90%
Walleye Trading
769
Walleye Trading
New York
$2.18M -$12.8M -28,823 -85%
SFS
770
Stiles Financial Services
Minnesota
$2.17M -$1.34K -3 -0.1%
GLA
771
Good Life Advisors
Pennsylvania
$2.17M +$1.52M +3,409 +233%
VWM
772
Vivid Wealth Management
Iowa
$2.16M +$1.46M +3,283 +209%
SCA
773
Stonebridge Capital Advisors
Minnesota
$2.14M +$30.7K +69 +1%
PCM
774
Penserra Capital Management
California
$2.13M +$107K +240 +5%
HSA
775
HBK Sorce Advisory
Pennsylvania
$2.12M -$114K -257 -5%
29 30
31
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