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Intuitive Surgical
ISRG

Overview Fund Activity

1,932 hedge funds and large institutions have $145B invested in Intuitive Surgical in 2024 Q3 according to their latest regulatory filings, with 221 funds opening new positions, 756 increasing their positions, 641 reducing their positions, and 70 closing their positions.

Holders
1,932
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.95%
Holding in Top 10
69
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.82%
% of All Funds
1%
New
221
Increased
756
Reduced
641
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$559M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.91B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.39B
4
GQG Partners
4
GQG Partners
Florida
$395M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$273M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.15B
2
Millennium Management
2
Millennium Management
New York
$98.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.17B
4
Edgewood Management
4
Edgewood Management
Connecticut
$1.49B
5
Jennison Associates
5
Jennison Associates
New York
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
251
Sanctuary Advisors
Indiana
$35.5M +$7.2M +13,148 +25%
ITP
252
Iron Triangle Partners
Connecticut
$35.4M -$24.1M -48,985 -40%
Focus Partners Wealth
253
Focus Partners Wealth
Massachusetts
$35.2M +$15.6M +31,705 +80%
QCM
254
QRG Capital Management
Illinois
$35M +$3M +6,097 +9%
BIAS
255
Beacon Investment Advisory Services
New Jersey
$35M +$48.6K +99 +0.1%
HVIA
256
Hudson Valley Investment Advisors
New York
$34.5M -$648K -1,319 -2%
MTC
257
McDaniel Terry & Co
Texas
$34.5M +$225K +459 +0.7%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$34.4M +$1.21M +2,456 +4%
FAF
259
Fjarde Ap-fonden
Sweden
$34.3M +$34.3M +69,879 New
Osaic Holdings
260
Osaic Holdings
Arizona
$33.9M +$1.29M +2,622 +4%
Creative Planning
261
Creative Planning
Kansas
$33.8M +$2.87M +5,842 +9%
Lido Advisors
262
Lido Advisors
California
$33.8M +$8.78M +17,872 +35%
M&T Bank
263
M&T Bank
New York
$33.7M +$111K +226 +0.3%
SCM
264
Shelton Capital Management
Colorado
$33.5M +$6.23M +12,684 +23%
US Bancorp
265
US Bancorp
Minnesota
$33.1M -$128K -261 -0.4%
QPBE
266
Quintet Private Bank (Europe)
Luxembourg
$32.7M +$348K +708 +1%
CBUSF
267
Construction & Building Unions Superannuation Fund
Australia
$32.7M – – –
NC
268
NZS Capital
Colorado
$32.6M -$1.67M -3,390 -5%
MJRIC
269
Mogy Joel R Investment Counsel
California
$32.5M +$38.3K +78 +0.1%
HIP
270
HUB Investment Partners
Texas
$32.1M -$433K -881 -1%
WP
271
Woodline Partners
California
$32.1M -$55.4M -112,695 -63%
Man Group
272
Man Group
United Kingdom
$31.9M +$4.73M +9,618 +17%
MGI
273
MayTech Global Investments
New York
$31.8M +$4.61M +9,380 +17%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$31.3M -$620K -1,262 -2%
RPAM
275
Rhenman & Partners Asset Management
Sweden
$31M +$1.23M +2,500 +4%
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