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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 %
LCWP
1301
Legacy Capital Wealth Partners
Arkansas
$411K +$411K +923 New
FWP
1302
FAS Wealth Partners
Kansas
$410K +$18.2K +41 +5%
OL
1303
OneFund LLC
Florida
$409K +$2.67K +6 +0.7%
WMWM
1304
Whitaker-Myers Wealth Managers
Ohio
$407K +$24K +54 +6%
WAS
1305
WESPAC Advisors SoCal
California
$406K – – –
VA
1306
Valmark Advisers
Ohio
$404K +$24.5K +55 +6%
PFG
1307
Prosperity Financial Group
California
$403K +$35.6K +80 +10%
FEG
1308
Financial Enhancement Group
Indiana
$403K +$403K +893 New
ATPW
1309
Ashton Thomas Private Wealth
Arizona
$402K -$161K -362 -29%
CA
1310
Claro Advisors
Massachusetts
$402K +$37.4K +84 +10%
GI
1311
GLOBALT Investments
Georgia
$400K – – –
LWA
1312
Ledgewood Wealth Advisors
New Hampshire
$400K – – –
PI
1313
Parkside Investments
Illinois
$400K – – –
NAMP
1314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$400K – – –
VWM
1315
Vigilare Wealth Management
Arizona
$399K – – –
APW
1316
Austin Private Wealth
Texas
$399K +$18.2K +41 +5%
LA
1317
Legacy Advisors
Pennsylvania
$396K -$111K -249 -22%
SW
1318
StrongBox Wealth
Missouri
$395K +$32K +72 +9%
FFG
1319
Fiduciary Financial Group
California
$394K +$394K +900 New
CG
1320
Clarus Group
Texas
$394K – – –
JAG
1321
Journey Advisory Group
Kentucky
$393K +$44.9K +101 +13%
FMTC
1322
Farmers & Merchants Trust Company
California
$392K -$6.23K -14 -2%
TWM
1323
Thrive Wealth Management
Pennsylvania
$388K -$11.1K -25 -3%
VCP
1324
Verus Capital Partners
Arizona
$387K +$40K +90 +12%
GMA
1325
Glassy Mountain Advisors
Maryland
$386K – – –
51 52
53
54 55