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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 %
MMM
1026
Mendel Money Management
Illinois
$899K +$6.67K +15 +0.7%
CB
1027
Centennial Bank
Arkansas
$895K -$3.11K -7 -0.3%
FIM
1028
Freedom Investment Management
Connecticut
$892K -$60.1K -135 -6%
USCWA
1029
U.S. Capital Wealth Advisors
Texas
$891K -$63.6K -143 -7%
TSS
1030
Two Sigma Securities
New York
$890K -$1.04M -2,346 -54%
PIMJS
1031
PKO Investment Management Joint-Stock
Poland
$890K -$445K -1,000 -33%
AA
1032
AlphaCentric Advisors
Puerto Rico
$890K -$445K -1,000 -33%
Two Sigma Investments
1033
Two Sigma Investments
New York
$890K -$1.34K -3 -0.1%
NI
1034
NCP Inc
California
$890K – – –
CCAM
1035
Codex Capital Asset Management
Texas
$890K +$890K +2,000 New
HWA
1036
Heritage Wealth Advisors
Virginia
$886K – – –
LCM
1037
Liberty Capital Management
Michigan
$885K +$145K +325 +20%
SWM
1038
SeaCrest Wealth Management
New York
$881K +$26.7K +60 +3%
LFA
1039
Legacy Financial Advisors
Kentucky
$879K +$44.9K +101 +5%
IA
1040
IFP Advisors
Florida
$876K +$137K +307 +18%
CGL
1041
Clarius Group LLC
Washington
$875K -$57.8K -130 -6%
JWM
1042
JGP Wealth Management
Oregon
$875K +$44.9K +101 +5%
PIA
1043
Perennial Investment Advisors
California
$874K +$52.5K +118 +6%
LJAC
1044
L.J. Altfest & Co
New York
$873K +$25.8K +58 +3%
BOM
1045
Bank of Marin
California
$871K -$41.4K -93 -5%
WMP
1046
Wealth Management Partners
Arizona
$865K +$610K +1,371 +239%
FFM
1047
Forum Financial Management
Illinois
$859K -$2.67K -6 -0.3%
AFP
1048
Ausdal Financial Partners
Iowa
$858K +$4.45K +10 +0.5%
AAS
1049
Ameritas Advisory Services
Nebraska
$851K +$304K +684 +56%
DIA
1050
Dana Investment Advisors
Wisconsin
$847K +$40K +90 +5%
40 41
42
43 44