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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 %
AWM
1601
Atticus Wealth Management
Florida
$143K +$37.8K +85 +36%
WB
1602
Webster Bank
Connecticut
$143K +$66.7K +150 +88%
NRG
1603
Nemes Rush Group
Michigan
$141K -$1.34K -3 -0.9%
OP
1604
ORG Partners
Indiana
$138K +$134K +307 +3,411%
EC
1605
EdgeRock Capital
Colorado
$134K +$134K +302 New
RS
1606
Rakuten Securities
Japan
$132K -$18.2K -41 -12%
PWA
1607
Provenance Wealth Advisors
Florida
$130K – – –
RCM
1608
Raleigh Capital Management
North Carolina
$126K +$30.3K +68 +31%
CAL
1609
Capital Analysts LLC
Pennsylvania
$121K +$4.45K +10 +4%
MCM
1610
MV Capital Management
Maryland
$120K +$5.78K +13 +5%
TIM
1611
Tortoise Investment Management
New York
$118K +$5.78K +13 +5%
CT
1612
Clearstead Trust
Maine
$116K – – –
CFFP
1613
Center for Financial Planning
Michigan
$115K – – –
BFPW
1614
BOK Financial Private Wealth
Colorado
$112K +$32K +72 +40%
RFA
1615
Register Financial Advisors
Georgia
$112K +$4K +9 +4%
DCP
1616
DSM Capital Partners
Florida
$111K – – –
NSIM
1617
North Star Investment Management
Illinois
$110K – – –
ANBT
1618
American National Bank & Trust
Texas
$109K +$13.8K +31 +14%
SOS
1619
Silver Oak Securities
Tennessee
$109K +$38.7K +87 +55%
FMII
1620
Farmers & Merchants Investments Inc
Nebraska
$105K -$890 -2 -0.8%
ADL
1621
Asset Dedication LLC
California
$103K +$78.3K +176 +320%
CSB
1622
City State Bank
Iowa
$101K +$13.3K +30 +15%
SNB
1623
Security National Bank
Nebraska
$100K -$13.3K -30 -12%
RWMG
1624
Redwood Wealth Management Group
New Jersey
$99.6K +$99.6K +224 New
BAM
1625
Byrne Asset Management
New Jersey
$94.4K -$2.23K -5 -2%
63 64
65
66 67