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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
$3.97B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.36B
3
Capital Research Global Investors
Capital Research Global Investors
California
$1B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$4.51B
5
Vanguard Group
Vanguard Group
Pennsylvania
$14.1B

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
WCM Investment Management
California
$545M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
1401
Symmetry Partners
Connecticut
$315K -$128K -287 -29%
TAM
1402
Trillium Asset Management
Massachusetts
$315K – – –
WWP
1403
WR Wealth Planners
Missouri
$315K +$24.9K +56 +9%
PFBT
1404
Parkside Financial Bank & Trust
Missouri
$312K +$2.22K +5 +0.7%
BWS
1405
Buck Wealth Strategies
Colorado
$311K +$311K +700 New
RPWA
1406
Regent Peak Wealth Advisors
Georgia
$310K +$8.45K +19 +3%
OWMIAS
1407
One Wealth Management Investment & Advisory Services
Florida
$310K +$10.2K +23 +3%
RSS
1408
Rosenblum Silverman Sutton
California
$309K – – –
HI
1409
Hendershot Investments
Virginia
$308K +$9.34K +21 +3%
NFG
1410
Nations Financial Group
Iowa
$307K +$307K +691 New
CHP
1411
Cable Hill Partners
Oregon
$305K +$305K +686 New
KA
1412
Klingman & Associates
New York
$303K +$77K +173 +34%
CWC
1413
Carolinas Wealth Consulting
North Carolina
$301K +$5.78K +13 +2%
BB
1414
Burford Brothers
Texas
$301K -$445 -1 -0.1%
VCM
1415
Viewpoint Capital Management
Washington
$300K – – –
BWM
1416
Baron Wealth Management
Michigan
$300K +$2.67K +6 +0.9%
TCWM
1417
Total Clarity Wealth Management
Illinois
$299K +$8.9K +20 +3%
KIG
1418
Kowal Investment Group
Wisconsin
$299K +$299K +673 New
DF
1419
Dunhill Financial
United Kingdom
$298K +$274K +615 +1,139%
DAC
1420
Dividend Assets Capital
South Carolina
$297K – – –
SHWM
1421
Smith & Howard Wealth Management
Georgia
$297K – – –
WP
1422
WMS Partners
Maryland
$296K -$16K -36 -5%
CC
1423
Callan Capital
California
$294K +$31.6K +71 +12%
GBT
1424
Grove Bank & Trust
Florida
$294K – – –
BBNA
1425
Bremer Bank National Association
Minnesota
$294K +$8.45K +19 +3%
55 56
57
58 59