ISRG icon

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 %
SFCL
1451
Strengthening Families & Communities LLC
Massachusetts
$273K +$1.78K +4 +0.7%
EBA
1452
Eagle Bay Advisors
New York
$273K -$143K -321 -34%
FFA
1453
Fragasso Financial Advisors
Pennsylvania
$273K +$29.4K +66 +12%
AWE
1454
Avidian Wealth Enterprises
Texas
$273K +$273K +613 New
MBT
1455
Montecito Bank & Trust
California
$272K -$89.4K -201 -25%
FFA
1456
First Foundation Advisors
California
$272K -$44.9K -101 -14%
TC
1457
Trust Company
Kansas
$272K – – –
TWP
1458
Triad Wealth Partners
Kansas
$271K +$271K +610 New
PDL
1459
Portfolio Design Labs
California
$270K -$610K -1,372 -69%
AT
1460
Avalon Trust
New Mexico
$269K -$43.6K -98 -14%
WP
1461
WealthPLAN Partners
Nebraska
$268K -$80.1K -180 -23%
NRC
1462
New Republic Capital
North Carolina
$268K +$268K +602 New
SIG
1463
Sargent Investment Group
Maryland
$267K +$267K +601 New
AHC
1464
Adell Harriman & Carpenter
Texas
$267K -$22.2K -50 -8%
SCA
1465
Southern Capital Advisors
Tennessee
$267K -$5.78K -13 -2%
VFG
1466
V2 Financial group
Illinois
$266K – – –
WPA
1467
West Paces Advisors
Georgia
$265K – – –
PCM
1468
Permanent Capital Management
Illinois
$264K +$264K +486 New
A
1469
AJOVista
Massachusetts
$264K – – –
FA
1470
FDx Advisors
Illinois
$263K -$454K -1,021 -63%
C
1471
Covestor
United Kingdom
$263K -$445 -1 -0.2%
WC
1472
Whitney & Co
New York
$263K – – –
LIM
1473
Letson Investment Management
Georgia
$262K – – –
ST
1474
Smithfield Trust
Pennsylvania
$261K -$3.98K -9 -2%
AT
1475
Arvest Trust
Oklahoma
$260K -$33.8K -76 -12%
57 58
59
60 61