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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 %
SP
876
SWS Partners
Ohio
$1.5M +$18.2K +41 +1%
FMB
877
Field & Main Bank
Kentucky
$1.5M +$51.2K +115 +4%
SWM
878
Sendero Wealth Management
Texas
$1.49M – – –
BM
879
Brandywine Managers
Delaware
$1.48M – – –
GM
880
GeoWealth Management
Illinois
$1.48M +$141K +317 +11%
TCA
881
Transcend Capital Advisors
New Jersey
$1.47M +$979K +2,201 +198%
AP
882
Americana Partners
Texas
$1.47M +$16.5K +37 +1%
PI
883
PFG Investments
New York
$1.47M +$230K +517 +19%
CA
884
Clearstead Advisors
Ohio
$1.47M +$970K +2,181 +195%
AAP
885
Arax Advisory Partners
Colorado
$1.44M +$175K +393 +14%
MCC
886
Money Concepts Capital
Florida
$1.44M +$64.1K +144 +5%
IA
887
Inspire Advisors
Idaho
$1.43M -$44.9K -101 -3%
MCCP
888
Mission Creek Capital Partners
California
$1.43M +$841K +1,891 +142%
GLR
889
Great Lakes Retirement
Ohio
$1.41M +$1.41M +3,180 New
CMI
890
Clare Market Investments
Texas
$1.41M +$505K +1,135 +56%
QWM
891
Quadcap Wealth Management
Texas
$1.41M -$40.5K -91 -3%
WWM
892
Western Wealth Management
Colorado
$1.41M +$47.6K +107 +3%
GC
893
Gilbert & Cook
Iowa
$1.41M -$136K -305 -9%
CRI
894
Colonial River Investments
Virginia
$1.41M +$116K +260 +9%
DWT
895
Dorsey & Whitney Trust
South Dakota
$1.4M -$69K -155 -5%
UB
896
Umpqua Bank
Oregon
$1.39M +$49.8K +112 +4%
AG
897
Ascent Group
Virginia
$1.38M -$207K -466 -13%
PIM
898
Penobscot Investment Management
Massachusetts
$1.38M +$295K +663 +27%
KA
899
Kintegral Advisory
New York
$1.37M +$1.37M +3,076 New
VSQM
900
V-Square Quantitative Management
Illinois
$1.35M -$347K -780 -20%
34 35
36
37 38