ISRG icon

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 %
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$957K -$17.8K -40 -2%
Kovitz Investment Group Partners
1002
Kovitz Investment Group Partners
Illinois
$954K +$614K +1,378 +180%
MIM
1003
Moseley Investment Management
Florida
$954K -$105K -235 -10%
AA
1004
Ancora Advisors
Ohio
$953K – – –
FFS
1005
Founders Financial Securities
Maryland
$952K +$91.2K +205 +11%
EI
1006
Ellevest Inc
New York
$949K +$72.5K +163 +8%
HWM
1007
Hemington Wealth Management
Virginia
$947K -$217K -489 -19%
MG
1008
Mather Group
Illinois
$946K +$314K +787 +50%
AFT
1009
Alpha Family Trust
California
$945K – – –
A
1010
Allianz
Germany
$939K -$2.62M -5,881 -74%
WFG
1011
Wormser Freres Gestion
France
$938K +$216K +470 +30%
RP
1012
Rowlandmiller & Partners
Georgia
$938K +$56.1K +126 +6%
FFA
1013
Farther Finance Advisors
California
$936K +$137K +315 +17%
LG
1014
LaFleur & Godfrey
Michigan
$935K -$46.7K -105 -5%
AWP
1015
Atlas Wealth Partners
Pennsylvania
$934K – – –
AFG
1016
Allegheny Financial Group
Pennsylvania
$928K +$2.67K +6 +0.3%
WA
1017
Wealth Architects
California
$925K +$7.56K +17 +0.8%
MC
1018
Martin Currie
United Kingdom
$922K -$453K -1,019 -33%
APP
1019
Avantax Planning Partners
Iowa
$919K +$127K +286 +16%
OFS
1020
OneAscent Financial Services
Alabama
$918K -$54.3K -122 -6%
CIM
1021
Chapman Investment Management
California
$915K +$915K +2,057 New
AWM
1022
Avitas Wealth Management
California
$911K -$55.2K -124 -6%
BFP
1023
Beacon Financial Planning
Massachusetts
$909K – – –
HCMG
1024
Howard Capital Management Group
California
$904K -$46.3K -104 -5%
RIA
1025
Realta Investment Advisors
Delaware
$901K +$195K +439 +28%
39 40
41
42 43