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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 %
IEFM
1101
IQ EQ Fund Management
Ireland
$719K +$40K +90 +6%
ACP
1102
Aviance Capital Partners
Florida
$718K +$36.5K +82 +5%
FMP
1103
Financial Management Professionals
Texas
$718K +$111K +249 +18%
CT
1104
Chicago Trust
Illinois
$717K -$9.34K -21 -1%
MSFS
1105
Main Street Financial Solutions
Pennsylvania
$716K -$23.1K -52 -3%
First Manhattan
1106
First Manhattan
New York
$716K +$202K +455 +39%
PHIC
1107
Pine Haven Investment Counsel
Massachusetts
$716K -$7.12K -16 -1%
PWA
1108
Prairie Wealth Advisors
Nebraska
$714K -$55.6K -125 -7%
LC
1109
Lindbrook Capital
California
$707K +$63.2K +142 +10%
1W
1110
1776 Wealth
Georgia
$706K +$8.9K +20 +1%
CCA
1111
Childress Capital Advisors
Texas
$702K -$2.67K -6 -0.4%
SFI
1112
SPC Financial Inc
Maryland
$700K – – –
PWMAG
1113
Pinnacle Wealth Management Advisory Group
New Jersey
$700K +$1.34K +3 +0.2%
JWCA
1114
J.W. Coons Advisors
Ohio
$698K +$26.7K +60 +4%
VCM
1115
Virtue Capital Management
Tennessee
$694K -$174K -381 -20%
Parnassus Investments
1116
Parnassus Investments
California
$694K +$221K +497 +47%
SAM
1117
Strategy Asset Managers
California
$692K -$244K -715 -26%
AWA
1118
Arkadios Wealth Advisors
Georgia
$686K -$1.34K -3 -0.2%
WPC
1119
Waters Parkerson & Co
Louisiana
$685K +$2.22K +5 +0.3%
IAN
1120
Integrated Advisors Network
Texas
$685K -$27.1K -61 -4%
SS
1121
Sunbelt Securities
Texas
$678K -$504K -1,134 -43%
RMDI
1122
R.M. Davis Inc
Maine
$677K -$19.1K -43 -3%
TPA
1123
Trivium Point Advisory
Connecticut
$677K +$159K +358 +31%
PP
1124
Pegasus Partners
Wisconsin
$675K +$137K +308 +25%
CSWM
1125
Cassady Schiller Wealth Management
Ohio
$674K – – –
43 44
45
46 47