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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 %
MIS
1151
Morningstar Investment Services
Illinois
$624K +$198K +445 +46%
BFO
1152
Biltmore Family Office
North Carolina
$621K -$28K -63 -4%
CP
1153
Covenant Partners
Tennessee
$621K – – –
DCM
1154
DGS Capital Management
New Jersey
$619K +$51.6K +116 +9%
JFGIW
1155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$605K +$547K +1,230 +939%
PWP
1156
Private Wealth Partners
California
$605K +$41.4K +93 +7%
BLC
1157
Brown, Lisle/Cummings
Rhode Island
$603K +$281K +631 +87%
TCWA
1158
Turtle Creek Wealth Advisors
Texas
$602K +$52.5K +118 +10%
RMC
1159
Resources Management Corp
Connecticut
$601K – – –
LAM
1160
L2 Asset Management
Massachusetts
$601K +$82.3K +185 +16%
BFC
1161
Blue Fin Capital
Rhode Island
$599K +$206K +462 +52%
KCM
1162
KRS Capital Management
Michigan
$598K +$46.7K +105 +8%
QC
1163
Quent Capital
New York
$593K +$13.8K +31 +2%
PWM
1164
Prosperity Wealth Management
California
$592K +$592K +1,330 New
MA
1165
Mutual Advisors
Nebraska
$588K -$56.3K -127 -9%
LA
1166
LVW Advisors
New York
$587K +$52.9K +119 +10%
TFM
1167
TFC Financial Management
Massachusetts
$586K – – –
LI
1168
LRI Investments
Florida
$582K +$550K +1,235 +1,669%
PCS
1169
Personal CFO Solutions
New Jersey
$582K -$23.1K -52 -4%
UWPG
1170
Ullmann Wealth Partners Group
Florida
$582K +$35.1K +79 +6%
ILI
1171
Invesco LLC (Illinois)
Illinois
$579K -$13.8K -31 -2%
GKWIM
1172
Gerber Kawasaki Wealth & Investment Management
California
$574K -$26.7K -60 -4%
PP
1173
PDS Planning
Ohio
$574K -$42.7K -96 -7%
TC
1174
Truvestments Capital
Florida
$573K +$111K +249 +24%
OC
1175
Oarsman Capital
Wisconsin
$570K -$16K -36 -3%
45 46
47
48 49