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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 %
MSS
1226
Mitchell Sinkler & Starr
Pennsylvania
$489K -$17.1K -41 -3%
BWP
1227
BSW Wealth Partners
Colorado
$488K +$53.4K +120 +12%
ZIC
1228
ZWJ Investment Counsel
Georgia
$486K -$12K -27 -2%
FMN
1229
Financial Management Network
California
$486K – – –
GDP
1230
Great Diamond Partners
Maine
$486K -$6.23K -14 -1%
FP
1231
Financial Perspectives
Minnesota
$485K – – –
WPW
1232
Warther Private Wealth
Ohio
$484K +$484K +1,089 New
NGA
1233
Naples Global Advisors
Florida
$483K -$5.78K -13 -1%
TWM
1234
Trueblood Wealth Management
Ohio
$480K – – –
SFS
1235
Sharp Financial Services
Pennsylvania
$478K – – –
TWA
1236
TCI Wealth Advisors
Arizona
$476K +$1.34K +3 +0.3%
HWA
1237
HCR Wealth Advisors
California
$476K +$59.2K +133 +14%
VWA
1238
Visionary Wealth Advisors
Illinois
$476K +$26.7K +60 +6%
FFN
1239
Focus Financial Network
Minnesota
$475K -$312K -731 -40%
MPWT
1240
MassMutual Private Wealth & Trust
Connecticut
$471K +$56.9K +128 +14%
LSA
1241
Lion Street Advisors
Texas
$468K -$57.4K -129 -11%
CWM
1242
Connecticut Wealth Management
Connecticut
$467K -$20K -45 -4%
CA
1243
CoreCap Advisors
Michigan
$467K -$190K -426 -29%
CSIC
1244
Clifford Swan Investment Counsel
California
$467K – – –
AI
1245
AXS Investments
New York
$467K -$177K -399 -28%
PNAA
1246
Pictet North America Advisors
Switzerland
$467K +$64.1K +144 +16%
FAG
1247
Fortitude Advisory Group
Washington
$464K +$83.6K +188 +22%
UWS
1248
Unique Wealth Strategies
Illinois
$463K – – –
EIP
1249
Epoch Investment Partners
New York
$461K +$30.7K +69 +7%
EWA
1250
Encompass Wealth Advisors
Oregon
$461K – – –
48 49
50
51 52