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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 %
IP
801
Intellectus Partners
California
$1.97M -$314K -705 -14%
TNAM
802
Terra Nova Asset Management
New York
$1.97M +$1.25M +2,819 +175%
Parallax Volatility Advisers
803
Parallax Volatility Advisers
California
$1.95M +$478K +1,074 +33%
ONB
804
Old National Bancorp
Indiana
$1.94M -$56.9K -128 -3%
HCM
805
Hollencrest Capital Management
California
$1.93M +$26.2K +59 +1%
ISL
806
Ingalls & Snyder LLC
New York
$1.93M +$259K +582 +16%
NCGI
807
Next Century Growth Investors
Minnesota
$1.93M -$5.78K -13 -0.3%
KWM
808
Kingsview Wealth Management
Oregon
$1.93M +$81.9K +184 +4%
SWM
809
Spire Wealth Management
Virginia
$1.92M -$459K -1,031 -19%
GCM
810
Geneva Capital Management
Wisconsin
$1.92M -$481K -1,082 -20%
CAG
811
Crestwood Advisors Group
Massachusetts
$1.91M -$6.67K -15 -0.3%
FTWA
812
Fifth Third Wealth Advisors
Ohio
$1.91M +$1.37M +3,089 +258%
BWP
813
Balboa Wealth Partners
Arizona
$1.88M -$508K -1,141 -21%
TPCW
814
TD Private Client Wealth
New York
$1.88M +$20.5K +46 +1%
GD
815
Grandfield & Dodd
New York
$1.88M – – –
GAG
816
GM Advisory Group
New York
$1.87M +$62.7K +141 +3%
WF
817
WoodTrust Financial
Wisconsin
$1.87M -$22.2K -50 -1%
AIC
818
Argus Investors Counsel
New York
$1.86M +$1.86M +4,182 New
QI
819
Qtron Investments
Massachusetts
$1.86M +$511K +1,149 +38%
SAG
820
SageView Advisory Group
California
$1.84M +$1.65M +3,700 +837%
P
821
&Partners
Tennessee
$1.83M +$1.51M +3,390 +462%
MOS
822
MGO One Seven
Ohio
$1.82M +$787K +1,769 +76%
CS
823
Cannell & Spears
New York
$1.82M – – –
1WM
824
1858 Wealth Management
Ohio
$1.81M +$352K +792 +24%
TAM
825
Trust Asset Management
Texas
$1.8M – – –
31 32
33
34 35