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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 %
CCB
901
Country Club Bank
Missouri
$1.35M +$26.7K +60 +2%
KJHP
902
K.J. Harrison & Partners
Ontario, Canada
$1.35M +$445K +1,000 +49%
DWM
903
Diversify Wealth Management
Utah
$1.34M +$1.34M +3,063 New
JSC
904
Jackson Square Capital
California
$1.34M +$152K +341 +13%
ATS
905
Ashton Thomas Securities
New York
$1.34M +$1.34M +3,021 New
AFG
906
Albion Financial Group
Utah
$1.33M – – –
RMCM
907
Reynders McVeigh Capital Management
Massachusetts
$1.31M -$6.67K -15 -0.5%
LSAG
908
Lake Street Advisors Group
New Hampshire
$1.3M +$40.5K +91 +3%
IIL
909
Insight Inv LLC
California
$1.3M – – –
BCWM
910
Bartlett & Co Wealth Management
Ohio
$1.3M -$38.7K -87 -3%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$1.3M -$191K -430 -13%
CWM
912
Circle Wealth Management
New Jersey
$1.29M -$120K -270 -8%
IIC
913
Ironwood Investment Counsel
Arizona
$1.29M -$44.9K -101 -3%
CCA
914
Checchi Capital Advisers
California
$1.29M +$445 +1 +0%
FB
915
Fulton Bank
Pennsylvania
$1.27M +$147K +331 +13%
PFG
916
PAX Financial Group
Texas
$1.25M -$487K -1,095 -28%
SVWAG
917
Sound View Wealth Advisors Group
Georgia
$1.25M -$14.2K -32 -1%
WA
918
Wealth Alliance
New York
$1.24M +$32.9K +74 +3%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$1.24M +$20.5K +46 +2%
PPWP
920
Premier Path Wealth Partners
New Jersey
$1.24M +$32.5K +73 +3%
VNIM
921
Vaughan Nelson Investment Management
Texas
$1.23M -$663K -1,490 -35%
JWCA
922
J.W. Cole Advisors
Florida
$1.23M +$334K +750 +37%
IFWM
923
Institute for Wealth Management
Colorado
$1.22M +$64.9K +146 +6%
SIM
924
Sentry Investment Management
Wisconsin
$1.22M -$250K -562 -17%
TAA
925
TB Alternative Assets
Cayman Islands
$1.21M +$1.21M +2,720 New
35 36
37
38 39