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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 %
SF
1376
SWP Financial
California
$336K – – –
GIA
1377
Guyasuta Investment Advisors
Pennsylvania
$334K – – –
AGP
1378
Autumn Glory Partners
Texas
$334K – – –
MAG
1379
MRA Advisory Group
New Jersey
$331K -$421K -947 -56%
ECG
1380
Edge Capital Group
Georgia
$331K +$19.6K +44 +6%
MCWS
1381
McKinley Carter Wealth Services
West Virginia
$331K +$4.89K +11 +2%
SSWM
1382
Smith Salley Wealth Management
North Carolina
$330K – – –
FCM
1383
Fourpath Capital Management
Oklahoma
$330K +$30.3K +68 +10%
MFG
1384
Magnus Financial Group
New York
$330K -$2.22K -5 -0.7%
DWM
1385
Destination Wealth Management
California
$329K +$2.67K +6 +0.8%
FC
1386
Fairscale Capital
New Hampshire
$329K +$329K +751 New
VF
1387
Vest Financial
Virginia
$328K -$14.2K -32 -4%
UIA
1388
Ulland Investment Advisors
Minnesota
$328K – – –
VDI
1389
Vaughan David Investments
Illinois
$326K +$2.22K +5 +0.7%
WFI
1390
West Family Investments
California
$325K +$62.3K +140 +24%
IA
1391
IFG Advisory
Georgia
$324K +$324K +728 New
JWM
1392
Janiczek Wealth Management
Colorado
$323K +$8.45K +19 +3%
CIA
1393
Capital Investment Advisors
Georgia
$323K +$33.8K +76 +12%
SMWM
1394
Silvia McColl Wealth Management
California
$323K -$890 -2 -0.3%
TA
1395
TFG Advisers
Michigan
$319K +$32K +72 +11%
AF
1396
Advisornet Financial
Minnesota
$318K +$1.34K +3 +0.4%
PFGIA
1397
Patriot Financial Group Insurance Agency
Massachusetts
$318K -$8.45K -19 -3%
NHFG
1398
New Harbor Financial Group
Massachusetts
$317K +$317K +713 New
FFA
1399
Fortune Financial Advisors
Kansas
$316K – – –
GC
1400
Gratus Capital
Georgia
$316K +$316K +710 New
54 55
56
57 58