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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 %
GFA
1476
Gallagher Fiduciary Advisors
Illinois
$260K +$260K +584 New
T
1477
TOBAM
France
$258K -$595K -1,339 -70%
MFIM
1478
Mesirow Financial Investment Management
Illinois
$258K -$8.9K -20 -3%
SCM
1479
Schnieders Capital Management
California
$258K – – –
OL
1480
Optas LLC
Texas
$255K +$9.79K +22 +4%
FTIS
1481
First Trust Investment Solutions
Florida
$255K -$56.9K -128 -18%
RA
1482
Riverstone Advisors
Texas
$254K – – –
AG
1483
AlTi Global
New York
$251K -$123K -276 -33%
NCFG
1484
New Century Financial Group
New Jersey
$251K +$251K +565 New
VC
1485
Veracity Capital
Georgia
$250K -$21.4K -48 -8%
JMFC
1486
J.M. Forbes & Co
Massachusetts
$247K – – –
SLC
1487
Second Line Capital
Louisiana
$246K -$13.8K -31 -5%
AT
1488
Arlington Trust
Alabama
$246K +$44.5K +100 +22%
MWA
1489
Midland Wealth Advisors
Illinois
$246K +$246K +554 New
RP
1490
Rice Partnership
Hawaii
$246K +$4.45K +10 +2%
FAT
1491
First American Trust
California
$245K +$8.01K +18 +3%
IF
1492
Intrua Financial
Texas
$244K +$244K +549 New
ESB
1493
Essex Savings Bank
Connecticut
$244K +$244K +549 New
CFO
1494
CVA Family Office
Colorado
$244K +$16.5K +37 +7%
BWA
1495
BlueChip Wealth Advisors
Georgia
$244K +$244K +548 New
NWM
1496
Northwest Wealth Management
Iowa
$242K +$1.78K +4 +0.7%
FIA
1497
Foundations Investment Advisors
Arizona
$242K -$9.79K -22 -4%
PB
1498
Pinnacle Bancorp
Nebraska
$242K – – –
WKWM
1499
Walter & Keenan Wealth Management
Indiana
$242K – – –
WWS
1500
Wellington Wealth Strategies
Indiana
$241K +$241K +541 New
58 59
60
61 62