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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 %
WFG
1576
Wills Financial Group
Virginia
$200K +$200K +450 New
ACM
1577
Ashford Capital Management
Delaware
$200K +$200K +450 New
CIP
1578
Convergence Investment Partners
Florida
$200K +$200K +450 New
WCM
1579
Weik Capital Management
Pennsylvania
$200K +$200K +450 New
AA
1580
Addison Advisors
Vermont
$192K +$25.4K +57 +15%
TFF
1581
The Family Firm
Maryland
$190K +$190K +427 New
OWA
1582
Opal Wealth Advisors
New York
$187K +$187K +421 New
BCM
1583
Blume Capital Management
California
$185K -$11.1K -25 -6%
AGWCA
1584
Annis Gardner Whiting Capital Advisors
Florida
$182K +$445 +1 +0.2%
VCM
1585
Versant Capital Management
Arizona
$179K +$39.6K +89 +28%
AAF
1586
Andra AP-fonden
Sweden
$178K +$178K +400 New
BCP
1587
Blue Chip Partners
Michigan
$168K – – –
ACM
1588
Adalta Capital Management
New York
$167K – – –
CA
1589
Continuum Advisory
Idaho
$167K +$21.4K +48 +15%
CA
1590
Crewe Advisors
Utah
$165K -$14.2K -32 -8%
MS
1591
Mizuho Securities
Japan
$165K -$57.8K -130 -26%
RA
1592
Rise Advisors
New York
$161K -$890 -2 -0.5%
GEA
1593
Glen Eagle Advisors
New Jersey
$159K +$38.7K +87 +32%
HBW
1594
Hazlett, Burt & Watson
West Virginia
$154K +$76.6K +170 +99%
EFP
1595
EnRich Financial Partners
Wisconsin
$149K – – –
CCA
1596
Catalyst Capital Advisors
New York
$147K -$1.78K -4 -1%
PMFA
1597
Plante Moran Financial Advisors
Michigan
$145K +$5.34K +12 +4%
FPFS
1598
First Personal Financial Services
North Carolina
$144K – – –
MHR
1599
Matthew Hamilton Rosenberg
$144K -$6.98K -16 -5%
EWM
1600
Evermay Wealth Management
Virginia
$143K -$12.5K -28 -8%
62 63
64
65 66