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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
Mirae Asset Global ETFs Holdings
5
Mirae Asset Global ETFs Holdings
Hong Kong
$389M

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 %
ALAM
1851
Asahi Life Asset Management
Japan
– – -740 Closed
BP
1852
BBR Partners
New York
– – -707 Closed
MAP
1853
Moody Aldrich Partners
Massachusetts
– – -700 Closed
Financial Engines Advisors
1854
Financial Engines Advisors
California
– – -685 Closed
MPM
1855
Meritage Portfolio Management
Kansas
– – -661 Closed
EW
1856
Evoke Wealth
California
– – -640 Closed
AC
1857
ASB Consultores
Florida
– – -637 Closed
RB
1858
Renasant Bank
Mississippi
– – -580 Closed
HIIFS
1859
Harel Insurance Investments & Financial Services
Israel
– – -550 Closed
SAW
1860
Signal Advisors Wealth
Michigan
– – -508 Closed
PFM
1861
Patton Fund Management
Texas
– – -507 Closed
MAC
1862
Mason & Associates (California)
California
– – -504 Closed
ET
1863
Entropy Technologies
New York
– – -502 Closed
PP
1864
Paloma Partners
Connecticut
– – -393 Closed
CAM
1865
Clarity Asset Management
Iowa
– – -326 Closed
VL
1866
Vima LLC
Michigan
– – -302 Closed
HIM
1867
Hillsdale Investment Management
Ontario, Canada
– – -280 Closed
Capstone Investment Advisors
1868
Capstone Investment Advisors
New York
– – -244 Closed
CP
1869
Castleview Partners
Texas
– – -195 Closed
A
1870
AlphaQuest
New York
– – -142 Closed
NCTC
1871
New Covenant Trust Company
Indiana
– – -138 Closed
NIC
1872
Northwest Investment Counselors
Oregon
– – -48 Closed
SC
1873
Steph & Co
Wisconsin
– – -44 Closed
FIM
1874
Fernwood Investment Management
Massachusetts
– – -21 Closed
MIM
1875
Macroview Investment Management
Maryland
– – -17 Closed
73 74
75
76 77