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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 %
DFG
1326
Delta Financial Group
New Jersey
$386K +$9.34K +21 +2%
KA
1327
Kercheville Advisors
Texas
$385K +$93.4K +210 +32%
CA
1328
Callahan Advisors
Texas
$383K – – –
BOS
1329
Bank of Stockton
California
$383K +$383K +860 New
MIM
1330
Morningstar Investment Management
Illinois
$380K – – –
FWCM
1331
Ferguson Wellman Capital Management
Oregon
$378K – – –
BHB
1332
Bank Hapoalim BM
Israel
$377K – – –
KHCM
1333
Kirtland Hills Capital Management
Ohio
$376K +$4K +9 +1%
RSWM
1334
Robertson Stephens Wealth Management
California
$376K +$52.9K +119 +16%
IBOK
1335
Independence Bank of Kentucky
Kentucky
$376K – – –
RFA
1336
Rollins Financial Advisors
New York
$375K – – –
HIC
1337
Holderness Investments Company
North Carolina
$374K – – –
MFA
1338
Mayflower Financial Advisors
Massachusetts
$373K +$15.6K +35 +4%
FWM
1339
Finer Wealth Management
Massachusetts
$372K – – –
VPP
1340
Vertex Planning Partners
Illinois
$364K +$4.89K +11 +1%
CIS
1341
Custom Index Systems
New York
$364K +$62.7K +141 +21%
JAM
1342
Jupiter Asset Management
United Kingdom
$364K +$364K +818 New
GIP
1343
Granite Investment Partners
California
$363K – – –
PWA
1344
Physician Wealth Advisors
Utah
$361K -$11K -25 -3%
FWM
1345
FFT Wealth Management
Pennsylvania
$361K -$118K -266 -25%
WI
1346
WrapManager Inc
California
$361K +$27.1K +61 +8%
BC
1347
Bridgefront Capital
Texas
$360K +$360K +810 New
VFA
1348
Values First Advisors
Tennessee
$360K +$87.7K +197 +32%
FI
1349
Financial Insights
Washington
$359K – – –
ACM
1350
Arcataur Capital Management
Wisconsin
$356K – – –
52 53
54
55 56