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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 %
SW
826
SlateStone Wealth
Florida
$1.8M +$1.8M +4,038 New
SC
827
Sepio Capital
Utah
$1.79M -$11.1K -25 -0.6%
ECM
828
Evergreen Capital Management
Washington
$1.78M +$28.5K +64 +2%
EFM
829
E Fund Management
China
$1.77M +$14.7K +33 +0.8%
MCM
830
McRae Capital Management
New Jersey
$1.76M – – –
FWIA
831
Fort Washington Investment Advisors
Ohio
$1.76M – – –
LB
832
Legacy Bridge
Iowa
$1.75M – – –
IPAM
833
ICICI Prudential Asset Management
India
$1.73M +$173K +389 +11%
CFGS
834
Concourse Financial Group Securities
Alabama
$1.73M -$499K -1,122 -22%
MCM
835
McKinley Capital Management
Alaska
$1.73M -$10.6M -23,924 -86%
GI
836
GAMMA Investing
California
$1.73M +$478K +1,075 +38%
WH
837
Willner & Heller
California
$1.72M – – –
RWM
838
Ritholtz Wealth Management
New York
$1.72M +$65.8K +148 +4%
BFM
839
Boston Financial Management
Massachusetts
$1.72M -$4.45K -10 -0.3%
HCM
840
Howland Capital Management
Massachusetts
$1.71M – – –
KWA
841
Kingswood Wealth Advisors
California
$1.71M +$590K +1,327 +53%
WC
842
Waterloo Capital
Texas
$1.71M +$918K +2,063 +116%
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$1.7M +$110K +247 +7%
AWM
844
AE Wealth Management
Kansas
$1.7M +$335K +752 +24%
DA
845
Doliver Advisors
Texas
$1.69M -$16.5K -37 -1%
CM
846
Churchill Management
California
$1.66M -$199K -447 -11%
SC
847
Syon Capital
California
$1.66M +$49.8K +112 +3%
SC
848
Savant Capital
Illinois
$1.66M +$5.78K +13 +0.3%
AF
849
Alerus Financial
North Dakota
$1.66M -$16K -36 -1%
WP
850
Westmount Partners
California
$1.66M +$12.2K +28 +0.7%
32 33
34
35 36