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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 %
AOWM
1526
Alpha Omega Wealth Management
Virginia
$225K -$4.45K -10 -2%
SFP
1527
Sweet Financial Partners
Minnesota
$225K – – –
NW
1528
Naviter Wealth
Arkansas
$223K – – –
SG
1529
StoneX Group
New York
$223K +$223K +502 New
DWM
1530
Darwin Wealth Management
Florida
$223K +$223K +502 New
CCWM
1531
Correct Capital Wealth Management
Missouri
$222K – – –
ITIM
1532
Indiana Trust & Investment Management
Indiana
$222K +$11.1K +25 +5%
Dodge & Cox
1533
Dodge & Cox
California
$222K +$222K +500 New
FBT
1534
First Bankers Trust
Kentucky
$222K +$222K +500 New
PAM
1535
Paradigm Asset Management
New York
$222K +$222K +500 New
DDPIC
1536
Deroy & Devereaux Private Investment Counsel
Michigan
$222K -$111K -250 -33%
GAM
1537
Gemmer Asset Management
California
$222K +$222K +499 New
JC
1538
JB Capital
Connecticut
$222K +$222K +498 New
EL
1539
EWA LLC
Pennsylvania
$222K +$222K +487 New
AIA
1540
Angeles Investment Advisors
California
$221K +$221K +497 New
CFP
1541
Cascade Financial Partners
California
$220K +$220K +495 New
RZH
1542
Relyea Zuckerberg Hanson
Connecticut
$220K +$220K +495 New
NCM
1543
Novare Capital Management
North Carolina
$219K +$219K +492 New
PA
1544
Prossimo Advisors
California
$218K +$218K +489 New
BCM
1545
Becker Capital Management
Oregon
$218K +$218K +490 New
MA
1546
MJP Associates
Connecticut
$218K +$218K +489 New
CIS
1547
Continental Investors Services
Washington
$218K +$218K +489 New
WLIM
1548
White Lighthouse Investment Management
Massachusetts
$217K +$217K +487 New
CRA
1549
Clear Rock Advisors
Texas
$216K +$216K +486 New
HNB
1550
Hilltop National Bank
Wyoming
$216K +$445 +1 +0.2%
60 61
62
63 64