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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 %
ACM
926
Advisors Capital Management
New Jersey
$1.21M +$613K +1,377 +103%
SIG
927
Stonegate Investment Group
Alabama
$1.2M +$122K +275 +11%
BAM
928
Belpointe Asset Management
Nevada
$1.2M +$68.1K +153 +6%
FFA
929
Fairfield Financial Advisors
Massachusetts
$1.19M +$1.19M +2,682 New
EFG
930
Everhart Financial Group
Ohio
$1.19M +$165K +372 +16%
CF
931
Centaurus Financial
California
$1.19M -$13.8K -31 -1%
MW
932
Marcum Wealth
Ohio
$1.18M +$19.6K +44 +2%
WH
933
Wallace Hart
Kentucky
$1.17M -$4K -9 -0.3%
DWA
934
Douglass Winthrop Advisors
New York
$1.17M -$4.89K -11 -0.4%
DI
935
Diligent Investors
California
$1.16M -$55.6K -125 -5%
JIC
936
Joel Isaacson & Co
New York
$1.15M +$36K +81 +3%
MPPLM
937
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.15M +$125K +282 +12%
SPWM
938
Schrum Private Wealth Management
Florida
$1.14M – – –
CI
939
Conning Inc
Connecticut
$1.14M +$31.6K +71 +3%
LFDLE
940
La Financiere de L'Echiquier
France
$1.13M +$46.3K +104 +4%
SF
941
Synovus Financial
Georgia
$1.13M +$83.6K +188 +8%
FCG
942
Fielder Capital Group
Tennessee
$1.13M +$19.1K +43 +2%
BCM
943
BTC Capital Management
Iowa
$1.13M +$134K +302 +14%
BTWM
944
Brass Tax Wealth Management
Ohio
$1.11M -$17.3K -39 -2%
AA
945
AlphaQ Advisors
Florida
$1.11M -$129K -289 -10%
CCG
946
Catalina Capital Group
California
$1.11M +$44.9K +101 +4%
SRC
947
Stone Run Capital
New York
$1.11M – – –
HFA
948
Harbert Fund Advisors
Alabama
$1.11M +$1.11M +2,500 New
PA
949
Pinnacle Associates
New York
$1.11M -$16.5K -37 -1%
CCP
950
Clarkston Capital Partners
Michigan
$1.1M – – –
36 37
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