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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 %
GVAG
951
Great Valley Advisor Group
Delaware
$1.1M +$84.1K +189 +8%
AM
952
Atwater Malick
Pennsylvania
$1.1M – – –
FCP
953
Fidelis Capital Partners
Florida
$1.1M +$55.3K +123 +5%
TIAA Trust, National Association
954
TIAA Trust, National Association
North Carolina
$1.09M -$119K -268 -10%
WPW
955
Waldron Private Wealth
Pennsylvania
$1.09M +$106K +238 +11%
GWANC
956
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.08M +$182K +409 +20%
EAM
957
Empirical Asset Management
Massachusetts
$1.08M +$938K +14,643 +664%
TTWM
958
TCV Trust & Wealth Management
Virginia
$1.08M – – –
UFF
959
USA Financial Formulas
Michigan
$1.07M +$77.8K +175 +8%
UAS
960
United Asset Strategies
New York
$1.07M +$1.07M +2,405 New
1IA
961
1834 Investment Advisors
Wisconsin
$1.07M -$80.1K -180 -7%
NL
962
NVWM LLC
Pennsylvania
$1.06M -$6.23K -14 -0.6%
SAM
963
Smartleaf Asset Management
Massachusetts
$1.06M +$182K +409 +21%
SA
964
SpiderRock Advisors
Delaware
$1.06M +$8.9K +20 +0.8%
KIA
965
KCM Investment Advisors
California
$1.06M -$20K -45 -2%
HIA
966
Harbor Investment Advisory
Maryland
$1.06M -$1.78K -4 -0.2%
RL
967
Retireful LLC
Michigan
$1.05M +$1.05M +2,362 New
CPIG
968
Chicago Partners Investment Group
Illinois
$1.05M -$55K -127 -5%
TIA
969
Tiemann Investment Advisors
California
$1.04M -$44.5K -100 -4%
UAG
970
United Advisor Group
Ohio
$1.04M -$63.2K -142 -6%
LGA
971
Lebenthal Global Advisors
New York
$1.04M +$25.8K +58 +3%
GL
972
Graypoint LLC
New York
$1.03M +$102K +229 +11%
BIG
973
Brooklyn Investment Group
New York
$1.03M – – –
FPAS
974
Focus Partners Advisor Solutions
Missouri
$1.03M -$131K -294 -11%
MCM
975
Manchester Capital Management
Vermont
$1.03M – – –
37 38
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