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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 %
AWA
1051
Aaron Wealth Advisors
Illinois
$847K +$98.3K +221 +13%
MMG
1052
Monetary Management Group
Missouri
$843K – – –
AWM
1053
Avior Wealth Management
Nebraska
$843K -$166K -374 -16%
MGIA
1054
Moneta Group Investment Advisors
Missouri
$834K +$539K +1,211 +182%
OWM
1055
OneAscent Wealth Management
Alabama
$829K -$18.7K -42 -2%
CI
1056
CX Institutional
Indiana
$821K -$6.67K -15 -0.8%
PP
1057
Patron Partners
Texas
$821K +$30.7K +69 +4%
PPC
1058
Park Place Capital
Alabama
$815K -$23.6K -53 -3%
PCG
1059
Prosperity Consulting Group
Maryland
$815K +$160K +359 +24%
LAM
1060
Lewis Asset Management
California
$812K +$26.7K +60 +3%
SQA
1061
Simon Quick Advisors
New Jersey
$810K +$77.8K +175 +11%
IWM
1062
IHT Wealth Management
Illinois
$807K +$94.3K +212 +13%
LOIM
1063
Liberty One Investment Management
Illinois
$805K -$61K -137 -7%
IWA
1064
Icon Wealth Advisors
Texas
$801K +$583K +1,312 +268%
NC
1065
Northcape Capital
Australia
$799K +$799K +1,795 New
AIA
1066
Alera Investment Advisors
Illinois
$796K -$594K -1,335 -43%
OCM
1067
One Capital Management
California
$790K +$790K +1,775 New
CA
1068
Commerzbank Aktiengesellschaft
Germany
$789K +$45.4K +102 +6%
NIA
1069
NIA Impact Advisors
California
$787K – – –
EG
1070
Ellerson Group
Maryland
$787K – – –
CFP
1071
Catalyst Financial Partners
Massachusetts
$786K +$34.3K +77 +5%
FAIM
1072
Financial Advocates Investment Management
Washington
$785K +$28.9K +65 +4%
WCM
1073
Weaver Capital Management
Georgia
$785K +$131K +295 +20%
JGGDR
1074
JGP Global Gestao de Recursos
Brazil
$785K -$9.34K -21 -1%
PNC
1075
Park National Corp
Ohio
$785K +$6.23K +14 +0.8%
41 42
43
44 45