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

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
4
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
5
WCM Investment Management
California
$545M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
1501
Somerset Group
Minnesota
$240K – – –
LC
1502
Lavaca Capital
Texas
$240K – – –
JCM
1503
Jacobsen Capital Management
Utah
$238K +$14.2K +32 +6%
DIP
1504
Davis Investment Partners
North Carolina
$238K +$238K +535 New
SWM
1505
Sugarloaf Wealth Management
Georgia
$238K – – –
HPM
1506
Hoxton Planning & Management
West Virginia
$238K +$11.1K +25 +5%
BFA
1507
Beaumont Financial Advisors
Massachusetts
$237K +$237K +532 New
EWA
1508
Exencial Wealth Advisors
Oklahoma
$234K -$3.11K -7 -1%
CCG
1509
Cypress Capital Group
Florida
$234K -$235K -528 -50%
SI
1510
Seeds Investor
New York
$234K +$234K +526 New
FFA
1511
Fi3 Financial Advisors
Indiana
$233K -$49.8K -112 -18%
HWA
1512
Heartwood Wealth Advisors
Virginia
$233K +$233K +524 New
HFP
1513
Holistic Financial Partners
Indiana
$233K +$1.78K +4 +0.8%
MAWA
1514
Moss Adams Wealth Advisors
Washington
$232K +$232K +522 New
MCM
1515
Mengis Capital Management
Oregon
$232K +$232K +521 New
WBC
1516
West Branch Capital
Massachusetts
$231K – – –
SMC
1517
Smith, Moore & Co
Missouri
$230K +$230K +516 New
PWLP
1518
Prio Wealth Limited Partnership
Massachusetts
$229K -$169K -379 -42%
CFS
1519
Commonwealth Financial Services
West Virginia
$228K +$228K +514 New
BIA
1520
Benchmark Investment Advisors
Illinois
$227K -$2.23K -5 -1%
WFMPM
1521
Woodley Farra Manion Portfolio Management
Indiana
$227K -$39.6K -89 -15%
CWM
1522
Cornerstone Wealth Management
Missouri
$227K – – –
AWM
1523
Abound Wealth Management
Tennessee
$227K -$889 -2 -0.4%
WRPWM
1524
Werba Rubin Papier Wealth Management
California
$226K +$226K +508 New
VWM
1525
Venturi Wealth Management
Texas
$226K +$69.4K +156 +44%
59 60
61
62 63