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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 %
VAG
1726
VisionPoint Advisory Group
Texas
$15.1K +$12K +27 +386%
EL
1727
EMFO LLC
Florida
$15.1K +$15.1K +34 New
MFT
1728
Moisand Fitzgerald Tamayo
Florida
$14.7K – – –
NFSG
1729
Newbridge Financial Services Group
Florida
$14.7K -$3.11K -7 -18%
MFA
1730
McClarren Financial Advisors
Pennsylvania
$14K +$13K +411 +1,245%
JFG
1731
JDM Financial Group
Texas
$12.9K – – –
BHWM
1732
Beaird Harris Wealth Management
Texas
$12.5K – – –
FW
1733
Fairway Wealth
Ohio
$12.5K +$12.5K +28 New
CSC
1734
Caldwell Sutter Capital
California
$11.6K – – –
GGI
1735
Godsey & Gibb Inc
Virginia
$11.1K – – –
VWA
1736
Valued Wealth Advisors
Utah
$11.1K +$3.56K +8 +47%
PA
1737
PSI Advisors
Florida
$11.1K – – –
AA
1738
AlphaMark Advisors
Kentucky
$11K -$4.58K -10 -29%
BFS
1739
Burkett Financial Services
South Carolina
$10.7K – – –
SIS
1740
Sound Income Strategies
Florida
$10.7K +$10.7K +24 New
BL
1741
BFSG LLC
California
$10.2K – – –
CAC
1742
Core Alternative Capital
Georgia
$10.2K – – –
CMP
1743
Coston McIsaac & Partners
Maine
$10K – – –
FFC
1744
First Financial Corp
Indiana
$9.79K -$5.78K -13 -37%
MLA
1745
MB, Levis & Associates
Pennsylvania
$9.34K – – –
PCFFS
1746
Pacific Center for Financial Services
California
$9.34K – – –
EC
1747
Elequin Capital
New York
$9.34K +$9.34K +21 New
DCM
1748
Davidson Capital Management
Texas
$9.34K +$9.34K +21 New
HWM
1749
HighMark Wealth Management
Minnesota
$8.9K – – –
CIA
1750
Cape Investment Advisory
Georgia
$8.45K +$8.45K +19 New
68 69
70
71 72