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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 %
KC
1426
Kades & Cheifetz
Pennsylvania
$294K -$4K -9 -1%
SWC
1427
Spectrum Wealth Counsel
Indiana
$291K -$73.8K -166 -20%
SMA
1428
Seven Mile Advisory
New Jersey
$290K +$18.2K +41 +7%
TW
1429
Traveka Wealth
California
$288K +$15.6K +35 +6%
VT
1430
Vise Technologies
New York
$286K +$52.5K +118 +22%
NWWA
1431
New Wave Wealth Advisors
Arkansas
$286K +$286K +642 New
Koshinski Asset Management
1432
Koshinski Asset Management
Illinois
$285K +$285K +3,993 New
SIMG
1433
Stephens Investment Management Group
Texas
$285K +$8.9K +20 +3%
LS
1434
Livforsakringsbolaget Skandia
Sweden
$285K -$756K -1,700 -73%
SIG
1435
Spinnaker Investment Group
California
$285K +$6.67K +15 +2%
HTHT
1436
Hemenway Trust Hemenway Trust
New Hampshire
$284K -$2.22K -5 -0.8%
GSWM
1437
Greenup Street Wealth Management
Michigan
$284K +$284K +638 New
NWM
1438
Napa Wealth Management
California
$281K -$6.67K -15 -2%
SP
1439
Successful Portfolios
Florida
$281K – – –
TA
1440
TrueWealth Advisors
Alabama
$280K +$280K +630 New
CFG
1441
Cooper Financial Group
California
$280K +$23.6K +53 +9%
SCTC
1442
Sanibel Captiva Trust Company
Florida
$278K -$2.22K -5 -0.8%
SA
1443
Strategic Advisors
New York
$278K +$2.22K +5 +0.8%
AO
1444
Advisor OS
Illinois
$277K +$9.34K +21 +3%
PVI
1445
Pine Valley Investments
New Jersey
$277K -$89K -200 -24%
VNA
1446
Valley National Advisers
Pennsylvania
$276K +$62.6K +141 +29%
TSWM
1447
Tyler-Stone Wealth Management
Ohio
$276K – – –
LTI
1448
Laffer Tengler Investments
Tennessee
$275K – – –
AT
1449
Arden Trust
Delaware
$274K -$3.56K -8 -1%
MFA
1450
Morling Financial Advisors
California
$274K +$39.1K +88 +17%
56 57
58
59 60