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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 %
IB
851
Iyo Bank
Japan
$1.66M – – –
BTI
852
Blue Trust Inc
Georgia
$1.65M +$779K +1,951 +89%
ET
853
Equitable Trust
Tennessee
$1.64M +$169K +381 +12%
JPWM
854
Jamison Private Wealth Management
Georgia
$1.64M -$83.6K -188 -5%
CI
855
Cigna Investments
Connecticut
$1.64M -$11.1K -25 -0.7%
IAS
856
Insigneo Advisory Services
Florida
$1.63M +$201K +460 +14%
1WA
857
180 Wealth Advisors
Washington
$1.63M -$1.33K -3 -0.1%
CPC
858
Cookson Peirce & Co
Pennsylvania
$1.62M -$122K -275 -7%
GA
859
GraniteShares Advisors
New York
$1.62M +$48K +108 +3%
VFA
860
Valeo Financial Advisors
Indiana
$1.62M +$145K +326 +10%
SB
861
Strategic Blueprint
Georgia
$1.61M +$29.4K +66 +2%
WSFS
862
Wilmington Savings Fund Society
Delaware
$1.6M – – –
Impax Asset Management Group
863
Impax Asset Management Group
United Kingdom
$1.6M +$357K +803 +29%
Wolverine Trading
864
Wolverine Trading
Illinois
$1.59M -$458K -1,029 -22%
KIA
865
Knollwood Investment Advisory
Maryland
$1.59M – – –
GA
866
Geller Advisors
New York
$1.59M +$12.5K +28 +0.8%
FUBT
867
First United Bank & Trust
Maryland
$1.59M +$31.1K +70 +2%
PFWA
868
Paces Ferry Wealth Advisors
Georgia
$1.58M -$7.12K -16 -0.4%
LIM
869
Leavell Investment Management
Alabama
$1.56M +$219K +492 +16%
MCP
870
Mirador Capital Partners
California
$1.55M -$111K -250 -7%
BP
871
Ballentine Partners
Massachusetts
$1.54M +$95.6K +215 +7%
PWP
872
Principle Wealth Partners
Connecticut
$1.53M +$16K +36 +1%
BFC
873
Bedel Financial Consulting
Indiana
$1.53M – – –
AA
874
ALPS Advisors
Colorado
$1.53M -$173K -389 -10%
VVP
875
Venture Visionary Partners
Ohio
$1.51M +$107K +240 +8%
33 34
35
36 37