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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 %
FLPIM
976
F.L. Putnam Investment Management
Massachusetts
$1.03M -$95.6K -215 -9%
CTC
977
Central Trust Company
Missouri
$1.03M -$13.3K -30 -1%
HI
978
Harrington Investments
California
$1.02M -$15.6K -35 -2%
GWMR
979
GC Wealth Management RIA
Massachusetts
$1.02M -$40.5K -91 -4%
CW
980
CreativeOne Wealth
Kansas
$1.02M -$18.2K -41 -2%
RIL
981
Rothschild Investment LLC
Illinois
$1.01M +$32.5K +73 +3%
ANTB
982
AMG National Trust Bank
Colorado
$1.01M +$149K +335 +17%
CWM
983
Chesapeake Wealth Management
Virginia
$1.01M +$4.45K +10 +0.4%
VEA
984
Virtus ETF Advisers
New York
$1M +$93.9K +211 +10%
AUB
985
Atlantic Union Bankshares
Virginia
$1,000K +$1,000K +2,247 New
LA
986
LBP AM
France
$999K -$19.6K -44 -2%
HBT
987
Heartland Bank & Trust
Illinois
$998K -$115K -259 -10%
SCI
988
S&CO Inc
Massachusetts
$998K – – –
GPA
989
Guerra Pan Advisors
New Jersey
$998K +$461K +1,037 +86%
EB
990
Eastern Bank
Massachusetts
$996K – – –
WPWM
991
Western Pacific Wealth Management
Illinois
$992K -$45.4K -102 -4%
BBHC
992
Brown Brothers Harriman & Co
New York
$991K +$309K +695 +45%
LWMM
993
Legacy Wealth Management (Mississippi)
Mississippi
$983K – – –
IAIM
994
International Assets Investment Management
Florida
$980K -$13.3K -30 -1%
B
995
Bellecapital
Switzerland
$979K – – –
ECM
996
EagleClaw Capital Management
Massachusetts
$979K – – –
1CP
997
17 Capital Partners
Arizona
$972K +$44.5K +100 +5%
ZF
998
Zega Financial
Florida
$972K +$154K +347 +19%
BWG
999
Boomfish Wealth Group
Georgia
$968K -$48K -108 -5%
SIG
1000
Senator Investment Group
New York
$967K – – –
38 39
40
41 42