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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 %
EH
776
Equitable Holdings
New York
$2.11M +$136K +306 +7%
WPC
777
Wedmont Private Capital
Pennsylvania
$2.11M +$162K +365 +8%
RAM
778
Redmond Asset Management
Virginia
$2.11M +$2.22K +5 +0.1%
IWC
779
Integrated Wealth Concepts
Massachusetts
$2.1M +$5.78K +13 +0.3%
AWM
780
Angeles Wealth Management
California
$2.1M -$8.01K -18 -0.4%
PFS
781
Prospera Financial Services
Texas
$2.1M +$435K +979 +26%
STA
782
Summit Trail Advisors
New York
$2.1M +$67.6K +152 +3%
Nomura Holdings
783
Nomura Holdings
Japan
$2.09M -$10.6M -23,810 -83%
SDIC
784
South Dakota Investment Council
South Dakota
$2.07M -$2.67K -6 -0.1%
MCC
785
Malaga Cove Capital
California
$2.07M -$4.89K -11 -0.2%
EIA
786
Eastover Investment Advisors
North Carolina
$2.06M +$56.6K +129 +3%
ACM
787
Alamar Capital Management
California
$2.06M +$2.06M +4,625 New
LSPW
788
Lake Street Private Wealth
Illinois
$2.05M -$623K -1,400 -23%
RVPG
789
Relative Value Partners Group
$2.05M +$2.05M +4,609 New
CCM
790
Conway Capital Management
California
$2.03M -$22.2K -50 -1%
MFG
791
Merit Financial Group
Georgia
$2.03M +$60.9K +137 +3%
SRL
792
Scientech Research LLC
New Jersey
$2.02M +$1.35M +3,038 +202%
NP
793
NorthRock Partners
Minnesota
$2.01M +$113K +254 +6%
CB
794
CNB Bank
Pennsylvania
$2.01M -$18.7K -42 -0.9%
AC
795
Avestar Capital
New York
$2M +$316K +711 +19%
AIM
796
Alhambra Investment Management
Florida
$2M – – –
CRC
797
Curi RMB Capital
Illinois
$1.99M +$32K +72 +2%
SIA
798
Schechter Investment Advisors
Michigan
$1.98M -$12.5K -28 -0.6%
ETCM
799
Evolutionary Tree Capital Management
Virginia
$1.98M +$1.98M +4,454 New
OLVIG
800
Oliver Lagore Vanvalin Investment Group
Michigan
$1.97M +$198K +446 +11%
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