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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 %
IP
1201
Ignite Planners
California
$524K +$7.1K +16 +1%
CIM
1202
Contravisory Investment Management
Massachusetts
$522K +$34.3K +77 +7%
CMS
1203
Capital Market Strategies
Florida
$519K -$10.7K -24 -2%
MC
1204
Moors & Cabot
Massachusetts
$516K +$11.6K +26 +2%
EWA
1205
EverSource Wealth Advisors
Alabama
$514K +$125K +281 +32%
RPC
1206
Rossmore Private Capital
Connecticut
$513K +$6.23K +14 +1%
NL
1207
Navalign LLC
California
$512K -$89K -200 -15%
WANY
1208
Wealthspire Advisors (New York)
New York
$509K +$50.3K +113 +11%
CH
1209
Cromwell Holdings
Wyoming
$509K +$509K +1,144 New
HI
1210
Humankind Investments
New York
$508K +$87.6K +197 +21%
EWM
1211
Evercore Wealth Management
New York
$507K – – –
GWM
1212
Geneos Wealth Management
Colorado
$506K +$165K +372 +49%
SPC
1213
Spirepoint Private Client
Florida
$506K – – –
BWA
1214
Bordeaux Wealth Advisors
California
$504K +$245K +550 +94%
GAA
1215
Green Alpha Advisors
Colorado
$503K -$65.4K -147 -12%
RWP
1216
Revolve Wealth Partners
New Jersey
$503K -$9.34K -21 -2%
VC
1217
Vicus Capital
Pennsylvania
$501K +$101K +226 +25%
DAM
1218
Draper Asset Management
New York
$500K -$3.56K -8 -0.7%
LWM
1219
LJI Wealth Management
Indiana
$500K – – –
KFA
1220
Kapstone Financial Advisors
Ohio
$499K – – –
WWM
1221
Wolff Wiese Magana
California
$496K +$8.45K +19 +2%
9WM
1222
9258 Wealth Management
Ohio
$496K +$73.4K +165 +17%
TW
1223
TrinityPoint Wealth
Connecticut
$495K -$50.3K -113 -9%
TPWA
1224
TRUE Private Wealth Advisors
Oregon
$492K -$889 -2 -0.2%
IP
1225
Investment Partners
Ohio
$490K -$13.3K -30 -3%
47 48
49
50 51