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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 %
TSWM
1251
Triangle Securities Wealth Management
North Carolina
$458K – – –
SAI
1252
Systematic Alpha Investments
New Jersey
$458K – – –
LJHT
1253
Laurie J. Hall Trustee
$456K -$44.5K -100 -9%
DBRC
1254
D.B. Root & Company
Pennsylvania
$456K +$2.22K +5 +0.5%
AI
1255
Accredited Investors
Minnesota
$454K -$23.6K -53 -5%
KWM
1256
Kolinsky Wealth Management
New Jersey
$454K +$49.8K +112 +12%
SFA
1257
Souders Financial Advisors
Ohio
$452K +$7.12K +16 +2%
AB
1258
Atlas Brown
Kentucky
$450K +$137K +307 +44%
AIM
1259
Anchor Investment Management
South Carolina
$449K -$314K -705 -41%
PAM
1260
Palisade Asset Management
Minnesota
$449K – – –
PPW
1261
Parcion Private Wealth
Washington
$449K +$2.22K +5 +0.5%
SGCA
1262
Steel Grove Capital Advisors
Tennessee
$449K +$200K +450 +81%
PWG
1263
Portside Wealth Group
Utah
$449K +$48.9K +110 +12%
TCM
1264
Tufton Capital Management
Maryland
$448K -$4.45K -10 -1%
SFO
1265
Stokes Family Office
Louisiana
$448K +$18.2K +41 +4%
TLP
1266
Trinity Legacy Partners
Texas
$448K +$101K +228 +29%
HGA
1267
Hobbs Group Advisors
South Carolina
$446K +$446K +1,002 New
LFM
1268
LGT Fund Management
Liechtenstein
$445K – – –
AA
1269
Alta Advisers
United Kingdom
$445K – – –
NC
1270
nVerses Capital
Florida
$445K +$445K +1,000 New
FAFN
1271
First Affirmative Financial Network
Colorado
$443K +$11.6K +26 +3%
IIM
1272
Ipswich Investment Management
Massachusetts
$443K +$20K +45 +5%
AIA
1273
AIMZ Investment Advisors
California
$440K – – –
MWM
1274
Merriman Wealth Management
Washington
$439K -$56.9K -128 -11%
CFD
1275
Creative Financial Designs
Indiana
$438K +$44.9K +101 +11%
49 50
51
52 53