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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 %
MTIC
1076
Missouri Trust & Investment Company
Missouri
$781K – – –
SMA
1077
Sage Mountain Advisors
Georgia
$781K +$172K +387 +28%
RCAG
1078
Rehmann Capital Advisory Group
Michigan
$778K -$1.34K -3 -0.2%
MWM
1079
Modera Wealth Management
New Jersey
$768K -$5.78K -13 -0.7%
EFS
1080
Essex Financial Services
Connecticut
$767K +$21.8K +47 +3%
Empower Advisory Group
1081
Empower Advisory Group
Colorado
$762K +$16.9K +38 +2%
JGC
1082
J. Goldman & Co
New York
$761K -$1.4M -3,156 -65%
VCA
1083
Verdence Capital Advisors
Maryland
$758K -$155K -348 -17%
ECA
1084
Elevated Capital Advisors
Utah
$756K +$64.1K +144 +9%
IIM
1085
InTrack Investment Management
Vermont
$756K +$756K +1,700 New
ATFA
1086
All Terrain Financial Advisors
Minnesota
$756K – – –
RWPA
1087
Richard W. Paul & Associates
Michigan
$749K +$30.3K +68 +4%
NB
1088
NBT Bank
New York
$748K +$6.23K +14 +0.8%
MMA
1089
Miracle Mile Advisors
California
$746K +$88.1K +198 +13%
EWM
1090
Empirical Wealth Management
Washington
$745K +$335K +754 +82%
TPI
1091
Trust Point Inc
Wisconsin
$744K -$60.9K -137 -8%
MAM
1092
Martingale Asset Management
Massachusetts
$743K -$747K -1,679 -50%
VFA
1093
Voya Financial Advisors
Connecticut
$739K -$77.4K -174 -9%
C
1094
Certuity
Florida
$736K -$22.7K -51 -3%
HT
1095
Heritage Trust
Oklahoma
$734K -$12K -27 -2%
PCM
1096
Parsons Capital Management
Rhode Island
$734K – – –
TA
1097
TFB Advisors
Kansas
$729K +$114K +256 +19%
PCP
1098
Proficio Capital Partners
Massachusetts
$726K +$46.3K +104 +7%
RCM
1099
RB Capital Management
Nevada
$726K -$22.2K -50 -3%
BFIM
1100
Beese Fulmer Investment Management
Ohio
$721K +$27.6K +62 +4%
42 43
44
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