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

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$78.8M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$2.52B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.05B
4
Marshall Wace
Marshall Wace
United Kingdom
$32.9M
5
WCM Investment Management
WCM Investment Management
California
$545M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
1626
Global Trust Asset Management
Florida
$93.9K +$93.4K +210 +21,000%
JSAM
1627
J. Safra Asset Management
New York
$88.1K +$88.1K +198 New
FGA
1628
Fortis Group Advisors
New Jersey
$85K +$5.78K +13 +7%
GG
1629
Gleason Group
Kentucky
$84.5K – – –
NS
1630
NBC Securities
Alabama
$84K +$30.5K +69 +57%
OCM
1631
Osterweis Capital Management
California
$78.7K +$78.7K +177 New
CCM
1632
Chilton Capital Management
Texas
$77.8K +$4.45K +10 +6%
AP
1633
Atwood & Palmer
Missouri
$76.1K – – –
BIA
1634
Bell Investment Advisors
California
$72.1K +$1.78K +4 +3%
PCMC
1635
Planning Capital Management Corporation
Pennsylvania
$71.2K – – –
BCMLT
1636
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.3K – – –
BC
1637
Barrett & Company
Rhode Island
$69.4K +$8.9K +20 +15%
ME
1638
McIlrath & Eck
Washington
$63.2K +$24.5K +55 +63%
JWA
1639
JFS Wealth Advisors
Pennsylvania
$62.7K -$37.4K -84 -37%
GKIM
1640
GW&K Investment Management
Massachusetts
$62K +$11.2K +25 +22%
HWA
1641
HHM Wealth Advisors
Tennessee
$61.8K – – –
SA
1642
SRH Advisors
Kansas
$60.1K – – –
OA
1643
Operose Advisors
Wisconsin
$60.1K – – –
RFS
1644
Richardson Financial Services
Massachusetts
$60.1K +$8.9K +20 +17%
FA
1645
Financial Avengers
California
$57.8K – – –
TWD
1646
True Wealth Design
Ohio
$57.8K +$445 +1 +0.8%
CHC
1647
City Holding Co
West Virginia
$56K – – –
CWM
1648
Cranbrook Wealth Management
Michigan
$54.9K +$54.9K +123 New
GA
1649
GoalVest Advisory
New York
$54.7K -$4.89K -11 -8%
BBPWM
1650
Blue Bell Private Wealth Management
Pennsylvania
$54.3K +$445 +1 +0.8%
64 65
66
67 68