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Intuitive Surgical
ISRG

Overview Fund Activity

1,803 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, 773 increasing their positions, 577 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,803
Holders Change
+78
Holders Change %
+4.52%
% of All Funds
26.23%
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
773
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 %
TFA
1651
Toth Financial Advisory
Virginia
$53.4K – – –
PP
1652
PrairieView Partners
Minnesota
$53K -$26.5K -60 -33%
QL
1653
Quarry LP
New York
$51.2K +$29.4K +66 +135%
DMBA
1654
Deseret Mutual Benefit Administrators
Utah
$50.3K – – –
NMM
1655
Naples Money Management
Florida
$48.9K – – –
CYG
1656
Clean Yield Group
Vermont
$48K – – –
IFAM
1657
Institutional & Family Asset Management
Colorado
$48K +$2.67K +6 +6%
CPG
1658
Cornerstone Planning Group
New Jersey
$47.7K +$438 +1 +0.9%
HGERS
1659
Householder Group Estate & Retirement Specialist
Arizona
$45K +$8.3K +19 +23%
CT
1660
Colonial Trust
South Carolina
$44.6K +$42.3K +95 +1,900%
MCA
1661
Maryland Capital Advisors
Maryland
$44.5K – – –
NC
1662
NewSquare Capital
Pennsylvania
$44.5K +$44.5K +100 New
CJ
1663
Caitlin John
Michigan
$43.6K +$5.34K +12 +14%
MAM
1664
Meeder Asset Management
Ohio
$42.7K -$331K -743 -89%
CAL
1665
Capital Advisors Ltd
Ohio
$42K -$894 -2 -2%
RFG
1666
RFP Financial Group
Georgia
$41.8K – – –
MA
1667
MCF Advisors
Kentucky
$40.9K +$5.34K +12 +15%
MIA
1668
MeadowBrook Investment Advisors
Michigan
$40K – – –
CH
1669
Canton Hathaway
Rhode Island
$40K – – –
B
1670
Birchbrook
Maine
$39.1K -$23.1K -52 -37%
MSFP
1671
Mark Sheptoff Financial Planning
Connecticut
$37.4K +$37.4K +84 New
FCG
1672
Financial Connections Group
California
$36K – – –
POIA
1673
Pin Oak Investment Advisors
Texas
$36K – – –
FFO
1674
Fortitude Family Office
Arizona
$35.6K +$4.45K +10 +14%
PWMG
1675
Prestige Wealth Management Group
New Jersey
$33.4K – – –
65 66
67
68 69