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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 %
MA
1276
MONECO Advisors
Connecticut
$438K -$12K -27 -3%
UF
1277
Univest Financial
Pennsylvania
$435K +$159K +358 +58%
GB
1278
Goepper Burkhardt
South Carolina
$432K – – –
TSMHT
1279
Thurston Springer Miller Herd & Titak
Indiana
$432K +$432K +972 New
LA
1280
LexAurum Advisors
Kansas
$432K – – –
AIM
1281
Acropolis Investment Management
Missouri
$431K – – –
WA
1282
Wambolt & Associates
Colorado
$431K -$39.3K -90 -8%
PPWM
1283
Perissos Private Wealth Management
Oklahoma
$430K – – –
BFG
1284
Beacon Financial Group
Texas
$430K +$23.1K +52 +6%
DS
1285
DRW Securities
Illinois
$428K +$428K +962 New
SN
1286
Sittner & Nelson
Oregon
$427K – – –
GSIAS
1287
Garden State Investment Advisory Services
New Jersey
$425K +$31.1K +70 +8%
SSWM
1288
Strait & Sound Wealth Management
California
$425K +$425K +956 New
NAS
1289
Nicolet Advisory Services
Wisconsin
$424K -$46.7K -105 -10%
BTWM
1290
Baker Tilly Wealth Management
Wisconsin
$423K -$248K -558 -37%
GSEP
1291
Golden State Equity Partners
California
$423K +$423K +952 New
NHT
1292
New Hampshire Trust
New Hampshire
$422K – – –
WRM
1293
Weybosset Research & Management
Rhode Island
$421K +$421K +947 New
JSW
1294
Journey Strategic Wealth
New Jersey
$419K -$39.6K -89 -9%
MAG
1295
Mokosak Advisory Group
Iowa
$418K – – –
CSI
1296
Cross Staff Investments
New York
$416K – – –
UOTTAIMCU
1297
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$416K +$416K +935 New
WMA
1298
Wealth Management Associates
New Jersey
$414K – – –
DP
1299
Dearborn Partners
Illinois
$412K +$16K +36 +4%
AW
1300
Avion Wealth
Texas
$412K +$3.55K +8 +0.9%
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