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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 %
SC
1676
Solstein Capital
California
$32.9K – – –
CWM
1677
Compass Wealth Management
Connecticut
$32K – – –
ACA
1678
American Capital Advisory
Idaho
$30.4K +$30.4K +90 New
MSG
1679
Main Street Group
Virginia
$30.2K – – –
DWA
1680
Delos Wealth Advisors
Texas
$29.8K -$2.22K -5 -7%
KFS
1681
Kelly Financial Services
Massachusetts
$29.8K – – –
LFA
1682
LGT Financial Advisors
Texas
$29.8K +$24K +54 +415%
NCM
1683
Northwest Capital Management
Oregon
$28K -$53.4K -120 -66%
BWP
1684
Baldwin Wealth Partners
Massachusetts
$28K – – –
CAS
1685
Coppell Advisory Solutions
Texas
$28K +$28K +63 New
WOC
1686
West Oak Capital
California
$26.7K – – –
KSWA
1687
Kathleen S. Wright Associates
Pennsylvania
$26.7K – – –
RI
1688
Ridgewood Investments
New Jersey
$26.4K +$26.4K +59 New
W
1689
WealthCollab
Washington
$26.2K – – –
SFA
1690
Semmax Financial Advisors
North Carolina
$25.8K – – –
M
1691
MOTCO
Texas
$25.4K +$25.4K +57 New
CIAS
1692
CBIZ Investment Advisory Services
Ohio
$24.5K -$6.67K -15 -21%
1IA
1693
1620 Investment Advisors
Massachusetts
$24.5K +$24.5K +55 New
EPW
1694
Evergreen Private Wealth
Colorado
$24K – – –
MWA
1695
MFA Wealth Advisors
Pennsylvania
$24K +$24K +54 New
IWA
1696
IBEX Wealth Advisors
New Jersey
$23.6K +$23.6K +53 New
AEPWM
1697
Atlantic Edge Private Wealth Management
Florida
$23.1K – – –
FPF
1698
First Pacific Financial
Washington
$23.1K +$1.78K +4 +8%
SIC
1699
SJS Investment Consulting
Ohio
$22.7K +$15.6K +35 +219%
AWM
1700
Activest Wealth Management
Florida
$22.7K +$9.34K +21 +70%
66 67
68
69 70