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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.

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 Market Value Shares Shares
Change 		Shares
Change %
SFC
1751
Strategic Financial Concepts
Texas
$8.18K 266,121 +265,461 +40,221%
PSB
1752
Piscataqua Savings Bank
New Hampshire
$8.01K 18 -8 -31%
CWM
1753
Cedar Wealth Management
California
$8.01K 18 – –
OW
1754
Olistico Wealth
Oklahoma
$8.01K 18 +18 New
FNWA
1755
Financial Network Wealth Advisors
Utah
$7.56K 17 +17 New
OC
1756
Oakworth Capital
Alabama
$7.56K 17 – –
BGAI
1757
Bruce G. Allen Investments
Colorado
$7.12K 16 – –
DWS
1758
Dynamic Wealth Strategies
California
$7K 15 -45 -75%
SVCP
1759
Silicon Valley Capital Partners
California
$6.67K 15 – –
KLWA
1760
Kelly Lawrence W & Associates
California
$6.67K 15 – –
PWMG
1761
Private Wealth Management Group
New Jersey
$6.67K 15 – –
RFG
1762
REAP Financial Group
Texas
$6.67K 15 – –
PP
1763
Pingora Partners
Wyoming
$6.67K 15 – –
WCM
1764
Westend Capital Management
California
$6.54K 15 – –
ACM
1765
Anfield Capital Management
California
$6.23K 14 -4 -22%
AFWM
1766
Abich Financial Wealth Management
Virginia
$6.23K 14 +2 +17%
DPW
1767
DiNuzzo Private Wealth
Pennsylvania
$6.23K 14 +2 +17%
NMG
1768
New Millennium Group
Utah
$6.23K 14 +14 New
GFPC
1769
Global Financial Private Client
Florida
$5.78K 13 – –
JGIA
1770
Jackson Grant Investment Advisers
Connecticut
$5.34K 12 – –
FFA
1771
Frazier Financial Advisors
Ohio
$4.89K 11 -12 -52%
WSC
1772
Wellington Shields & Co
New York
$4.89K 11 +11 New
GWP
1773
Gen-Wealth Partners
Michigan
$4.45K 10 – –
LIM
1774
Longfellow Investment Management
Massachusetts
$4.45K 10 – –
ETS
1775
ESL Trust Services
New York
$4.45K 10 +10 New
69 70
71
72 73