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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 %
PMG
1351
ProVise Management Group
Florida
$356K – – –
OHWP
1352
Oak Harbor Wealth Partners
North Carolina
$356K – – –
AL
1353
Arnhold LLC
New York
$356K – – –
MWM
1354
Modern Wealth Management
Kansas
$355K +$12.9K +29 +4%
HFS
1355
Howard Financial Services
Texas
$355K -$24K -54 -6%
CP
1356
Canopy Partners
Ohio
$355K +$2.22K +5 +0.6%
RA
1357
Riversedge Advisors
Delaware
$355K +$5.78K +13 +2%
D
1358
Diversified
Delaware
$355K +$45.8K +103 +15%
SC
1359
Saiph Capital
New Jersey
$355K +$34.3K +77 +11%
SIMG
1360
Sonora Investment Management Group
Arizona
$349K – – –
MC
1361
Middleton & Co
Massachusetts
$348K – – –
BBA
1362
BLB&B Advisors
Pennsylvania
$348K +$77.4K +174 +29%
SCP
1363
Sivia Capital Partners
California
$347K +$20K +45 +6%
LFAS
1364
Level Four Advisory Services
Texas
$346K -$127K -286 -27%
MFG
1365
MidWestOne Financial Group
Iowa
$346K +$17.8K +40 +5%
HKIMG
1366
Hutchens & Kramer Investment Management Group
Indiana
$345K -$6.11K -14 -2%
CWS
1367
Confluence Wealth Services
Pennsylvania
$344K +$48K +108 +16%
ACM
1368
Advance Capital Management
Michigan
$342K +$12.9K +29 +4%
MAM
1369
Magellan Asset Management
Australia
$340K +$56.5K +127 +20%
GGA
1370
Granite Group Advisors
Connecticut
$339K -$581K -1,305 -63%
CSPIA
1371
Cary Street Partners Investment Advisory
Virginia
$338K -$31.1K -70 -8%
PPWM
1372
Paragon Private Wealth Management
Kentucky
$338K +$338K +759 New
CNBT
1373
Canandaigua National Bank & Trust
New York
$337K -$30.7K -69 -8%
SWP
1374
Semus Wealth Partners
Florida
$337K -$4K -9 -1%
UCMOK
1375
United Capital Management of KS
Kansas
$337K – – –
53 54
55
56 57