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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 %
KFI
1701
Key Financial Inc
Pennsylvania
$22.7K – – –
ATC
1702
Adirondack Trust Company
New York
$22.7K -$4.89K -11 -18%
MCM
1703
MidAtlantic Capital Management
Virginia
$22.2K – – –
OIA
1704
Optimum Investment Advisors
Illinois
$22.2K – – –
HDIM
1705
Hanson & Doremus Investment Management
Vermont
$22K – – –
SL
1706
Salomon & Ludwin
Virginia
$21.8K -$890 -2 -4%
SSG
1707
Summit Securities Group
New York
$21K +$21K +47 New
T
1708
Tidemark
California
$20.9K -$10.2K -23 -33%
CTWM
1709
Cherry Tree Wealth Management
Minnesota
$20.5K +$19.1K +43 +1,433%
DIP
1710
DT Investment Partners
Pennsylvania
$20K – – –
RWA
1711
Redmont Wealth Advisors
Illinois
$20K – – –
DJSG
1712
D.J. St. Germain
Massachusetts
$19.1K – – –
PCWA
1713
Pacific Capital Wealth Advisors
California
$18.7K +$11.1K +25 +147%
CTA
1714
Colonial Trust Advisors
South Carolina
$18.2K -$7.12K -16 -28%
SA
1715
Scarborough Advisors
Maryland
$18.2K +$445 +1 +3%
IGWM
1716
ICA Group Wealth Management
Colorado
$17.8K -$2.22K -5 -11%
LWANC
1717
Laurel Wealth Advisors (North Carolina)
North Carolina
$17.4K – – –
RAM
1718
Riggs Asset Management
Pennsylvania
$16.9K +$1.78K +4 +12%
SC
1719
Stephens Consulting
Michigan
$16.9K +$16.9K +38 New
AWM
1720
Ameliora Wealth Management
Switzerland
$16K – – –
PIS
1721
POM Investment Strategies
North Carolina
$16K +$16K +36 New
GI
1722
Gradient Investments
Minnesota
$16K +$8.44K +19 +112%
CCA
1723
Criterion Capital Advisors
Tennessee
$15.6K – – –
FCA
1724
FinTrust Capital Advisors
South Carolina
$15.6K +$5.34K +12 +52%
BWL
1725
Bogart Wealth LLC
Virginia
$15.1K -$44.5K -100 -75%
67 68
69
70 71