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ISRG - Intuitive Surgical Inc Stock Price, Fair Value and News
368.96
USD
+2.62
(+0.72%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold ISRG recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-18
ARK Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
36,985
2024-04-18
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
ADDED
Premium
Premium
Premium
Premium
4,260
2024-04-18
CULLINAN ASSOCIATES INC
ADDED
Premium
Premium
Premium
Premium
6,400
2024-04-18
FARMERS & MERCHANTS INVESTMENTS INC
UNCHANGED
Premium
Premium
Premium
Premium
237
2024-04-18
AlphaMark Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
34.00
2024-04-18
West Oak Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
60.00
2024-04-18
Diversified Trust Co
ADDED
Premium
Premium
Premium
Premium
6,574
2024-04-18
HALBERT HARGROVE GLOBAL ADVISORS, LLC
ADDED
Premium
Premium
Premium
Premium
5,851
2024-04-18
Aviance Capital Partners, LLC
NEW
Premium
Premium
Premium
Premium
1,533
2024-04-18
LVW Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
1,201
2024-04-18
Miracle Mile Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
1,478
2024-04-18
Capital Advisors, Ltd. LLC
ADDED
Premium
Premium
Premium
Premium
96.00
2024-04-18
MV CAPITAL MANAGEMENT, INC.
ADDED
Premium
Premium
Premium
Premium
257
2024-04-18
Mirador Capital Partners LP
ADDED
Premium
Premium
Premium
Premium
3,726
2024-04-18
WESPAC Advisors SoCal, LLC
REDUCED
Premium
Premium
Premium
Premium
913
2024-04-18
Arlington Financial Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
15,314
2024-04-18
Successful Portfolios LLC
REDUCED
Premium
Premium
Premium
Premium
632
2024-04-18
Oak Asset Management, LLC
REDUCED
Premium
Premium
Premium
Premium
8,085
2024-04-18
SeaCrest Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
1,921
2024-04-18
FARMERS & MERCHANTS TRUST Co OF LONG BEACH
ADDED
Premium
Premium
Premium
Premium
895
2024-04-18
Claro Advisors LLC
ADDED
Premium
Premium
Premium
Premium
819
2024-04-18
RHS Financial, LLC
REDUCED
Premium
Premium
Premium
Premium
1,199
2024-04-18
SteelPeak Wealth, LLC
ADDED
Premium
Premium
Premium
Premium
26,849
2024-04-18
Optas, LLC
NEW
Premium
Premium
Premium
Premium
552
2024-04-18
WOLFF WIESE MAGANA LLC
ADDED
Premium
Premium
Premium
Premium
1,096
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Which funds are the top buyers of ISRG?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
30,375,500
10,247,500,000
0.22%
BlackRock Inc.
29,243,900
9,865,720,000
0.25%
PRICE T ROWE ASSOCIATES INC /MD/
16,973,300
5,726,100,000
0.77%
STATE STREET CORP
14,960,800
5,047,190,000
0.24%
FMR LLC
7,539,650
2,543,570,000
0.20%
ALLIANCEBERNSTEIN L.P.
7,299,590
2,462,590,000
0.95%
Capital World Investors
7,210,640
2,432,600,000
0.43%
GEODE CAPITAL MANAGEMENT, LLC
6,938,600
2,333,830,000
0.24%
Bank of New York Mellon Corp
6,706,820
2,262,610,000
0.46%
GOLDMAN SACHS GROUP INC
5,241,680
1,768,330,000
0.16%
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Which funds have put a big percent of portfolio in ISRG?
Fund Name
$ Value
% Port.
Deuterium Capital Management, LLC
6,072,480
20.07%
Biondo Investment Advisors, LLC
45,848,100
7.79%
BENDER ROBERT & ASSOCIATES
29,992,700
7.56%
J Arnold Wealth Management Co
20,607,900
7.02%
Stewart Asset Management, LLC
9,063,000
6.95%
MIG Capital, LLC
46,799,900
6.54%
Purus Wealth Management, LLC
11,504,200
5.68%
Martin Capital Advisors, LLP
6,637,900
5.60%
Westwind Capital
21,991,000
5.57%
OXFORD FINANCIAL GROUP, LTD. LLC
71,669,800
5.26%
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1–10 of 99
Trend of No. of funds that hold ISRG
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
1,313,240,000
WCM INVESTMENT MANAGEMENT, LLC
575,536,000
J.P. Morgan Private Wealth Advisors LLC
178,667,000
Epoch Investment Partners, Inc.
75,422,900
Degroof Petercam Asset Management
63,289,400
SurgoCap Partners LP
56,115,800
Artemis Investment Management LLP
31,986,300
Amalgamated Financial Corp.
30,284,000
Additions
Fund Name
% Increased
True Wealth Design, LLC
6,250
TCG Advisory Services, LLC
4,938
SteelPeak Wealth, LLC
2,356
OFI INVEST ASSET MANAGEMENT
2,278
COLONY GROUP LLC
2,237
RWA WEALTH PARTNERS, LLC
1,354
Polaris Wealth Advisory Group, LLC
1,231
JONES FINANCIAL COMPANIES LLLP
1,100
Reductions
Fund Name
% Reduced
ClariVest Asset Management LLC
-99.99
Stonehage Fleming Financial Services Holdings Ltd
-98.73
Strategic Investment Solutions, Inc. /IL
-98.41
Alpha Paradigm Partners, LLC
-96.96
Ardevora Asset Management LLP
-96.24
USA FINANCIAL FORMULAS
-94.00
Trinity Legacy Partners, LLC
-92.9
GHP Investment Advisors, Inc.
-92.79
Sold off
Fund Name
$ Sold
GQG Partners LLC
-719,890,000
Quadrature Capital Ltd
-99,600,900
VOLORIDGE INVESTMENT MANAGEMENT, LLC
-76,738,400
Alyeska Investment Group, L.P.
-63,590,600
BRAIDWELL LP
-33,590,000
Zurich Insurance Group Ltd/FI
-29,940,700
JAG CAPITAL MANAGEMENT, LLC
-25,148,900
FORA Capital, LLC
-9,722,440