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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 %
PFA
1126
Pure Financial Advisors
California
$670K +$15.6K +35 +2%
WA
1127
WBH Advisory
Maryland
$667K -$890 -2 -0.1%
NPF
1128
Norris Perne & French
Michigan
$664K +$22.7K +51 +4%
GWSG
1129
GPS Wealth Strategies Group
Colorado
$661K +$79.2K +178 +14%
CCFM
1130
Clear Creek Financial Management
Washington
$661K +$36.9K +83 +6%
CA
1131
Cambridge Advisors
Nebraska
$657K – – –
HI
1132
Harbour Investments
Wisconsin
$655K +$20.9K +47 +3%
WIM
1133
WealthPlan Investment Management
Nebraska
$654K – – –
FBB
1134
Fulton Breakefield Broenniman
Maryland
$649K -$83.6K -188 -11%
PCA
1135
Pallas Capital Advisors
Massachusetts
$647K +$7.49K +18 +1%
GFP
1136
Gryphon Financial Partners
Ohio
$645K -$116K -260 -15%
PCM
1137
Prelude Capital Management
New York
$645K -$543K -1,220 -46%
AF
1138
Aviso Financial
Ontario, Canada
$645K +$645K +1,449 New
SAM
1139
Secure Asset Management
Michigan
$644K +$644K +1,447 New
GFP
1140
Guardian Financial Partners
California
$641K – – –
QWP
1141
Quotient Wealth Partners
Texas
$641K +$59.2K +133 +10%
TFGT
1142
TS Financial Group (TSFG)
Illinois
$636K – – –
BMCM
1143
Bryn Mawr Capital Management
Pennsylvania
$635K +$23.1K +52 +4%
AA
1144
Advisory Alpha
Michigan
$630K +$169K +379 +37%
NAM
1145
NorthCrest Asset Manangement
Minnesota
$627K +$20.5K +46 +3%
EA
1146
Everpar Advisors
Oklahoma
$627K +$155K +348 +33%
MWM
1147
Moran Wealth Management
Florida
$626K +$163K +366 +35%
RCA
1148
Resonant Capital Advisors
Wisconsin
$626K -$42.3K -95 -6%
TWM
1149
Tradition Wealth Management
Minnesota
$625K -$45.4K -102 -7%
SIC
1150
SFE Investment Counsel
California
$625K -$2.67K -6 -0.4%
44 45
46
47 48