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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 %
MIC
1176
Maxi Investments CY
Cyprus
$566K +$220K +494 +63%
DWM
1177
Drive Wealth Management
Utah
$559K +$16K +36 +3%
KA
1178
Kovack Advisors
Florida
$557K -$29.8K -67 -5%
FDS
1179
First Dallas Securities
Texas
$556K – – –
NG
1180
Norden Group
Utah
$552K +$126K +283 +30%
FBFS
1181
First Business Financial Services
Wisconsin
$551K -$445 -1 -0.1%
IAG
1182
Investmark Advisory Group
Connecticut
$548K – – –
B
1183
Bailard
California
$547K +$109K +246 +25%
CCA
1184
Cobblestone Capital Advisors
New York
$545K +$66.7K +150 +14%
CIA
1185
Choate Investment Advisors
Massachusetts
$544K -$3.11K -7 -0.6%
CW
1186
Channel Wealth
California
$542K – – –
CPIA
1187
Cornell Pochily Investment Advisors
New York
$540K +$238K +535 +79%
CAG
1188
Csenge Advisory Group
Florida
$540K -$6.67K -15 -1%
AC
1189
Allstate Corporation
Illinois
$540K -$5.78K -13 -1%
KAS
1190
KPP Advisory Services
Kentucky
$537K +$56.9K +128 +12%
TNA
1191
True North Advisors
Texas
$537K -$18.2K -41 -3%
PCI
1192
Planning Center Inc
Illinois
$534K – – –
CWP
1193
Concord Wealth Partners
Virginia
$533K -$33.8K -76 -6%
ICP
1194
Interchange Capital Partners
Pennsylvania
$532K +$24.9K +56 +5%
WB
1195
WesBanco Bank
West Virginia
$531K +$4K +9 +0.8%
YC
1196
Yarbrough Capital
Tennessee
$529K – – –
VC
1197
Veery Capital
Delaware
$529K +$1.78K +4 +0.3%
AFG
1198
Atomi Financial Group
New York
$527K +$141K +318 +37%
AA
1199
Apriem Advisors
California
$526K – – –
KLCM
1200
KG&L Capital Management
Louisiana
$525K +$196K +441 +60%
46 47
48
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