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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 %
MMPW
1551
Mitchell McLeod Pugh & Williams
Alabama
$215K -$22.2K -50 -9%
TIA
1552
Trust Investment Advisors
Indiana
$215K +$215K +483 New
CIC
1553
Carnegie Investment Counsel
Ohio
$214K -$25.4K -57 -11%
AHL
1554
Abel Hall LLC
Louisiana
$214K +$214K +481 New
BCM
1555
Barometer Capital Management
Ontario, Canada
$214K +$214K +480 New
BMM
1556
Buffington Mohr McNeal
Idaho
$213K +$213K +479 New
CAM
1557
Creekmur Asset Management
Illinois
$212K +$184K +414 +657%
RIM
1558
Redwood Investment Management
Arizona
$212K +$212K +473 New
LFG
1559
Larson Financial Group
Missouri
$212K +$108K +243 +104%
PTC
1560
Private Trust Company
Ohio
$210K +$6.67K +15 +3%
FM
1561
Foster & Motley
Ohio
$207K +$207K +466 New
CAM
1562
Concorde Asset Management
Michigan
$207K -$192K -432 -48%
EAMA
1563
EFG Asset Management (Americas)
Florida
$207K -$79.6K -179 -28%
SAM
1564
S.A. Mason
Michigan
$207K – – –
CWM
1565
Cherrydale Wealth Management
New Jersey
$207K +$207K +465 New
SEP
1566
Southland Equity Partners
Missouri
$206K +$206K +464 New
HWM
1567
Heirloom Wealth Management
Colorado
$206K +$206K +464 New
SC
1568
Seldon Capital
California
$206K +$206K +462 New
SIA
1569
Soltis Investment Advisors
Utah
$205K +$205K +461 New
KCM
1570
Kanawha Capital Management
Virginia
$204K +$204K +459 New
RTC
1571
Riverview Trust Company
Washington
$203K – – –
RDFA
1572
Ritter Daniher Financial Advisory
Ohio
$202K – – –
BCA
1573
Bay Colony Advisors
Massachusetts
$202K +$202K +453 New
CWM
1574
Centric Wealth Management
Illinois
$201K +$201K +456 New
BIM
1575
Breakwater Investment Management
Washington
$201K – – –
61 62
63
64 65