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Intuitive Surgical
ISRG

Overview Fund Activity

1,933 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, 642 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.96%
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
642
Closed
70
Calls
$1.29B
Puts
$1.47B
Net Calls
-$172M
Net Calls Change
-$245M

Top Buyers

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

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$2.15B
2
Millennium Management
Millennium Management
New York
$98.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.17B
4
Edgewood Management
Edgewood Management
Connecticut
$1.49B
5
Jennison Associates
Jennison Associates
New York
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
326
Pacer Advisors
Pennsylvania
$21.8M -$768K -1,563 -3%
VPIM
327
Vanguard Personalized Indexing Management
California
$21.7M +$2.79M +5,670 +15%
IG
328
Ithaka Group
Virginia
$21.6M -$855K -1,740 -4%
TC
329
TwinBeech Capital
New York
$21.4M +$21.4M +43,506 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$21.2M +$1.06M +2,162 +5%
WT
331
Whittier Trust
California
$20.9M +$16.4M +33,326 +361%
JCM
332
Jag Capital Management
Missouri
$20.9M +$2.04M +4,150 +11%
BBVA
333
Banco Bilbao Vizcaya Argentaria
Spain
$20.8M +$10.3K +21 +0%
GXJ
334
Global X Japan
Japan
$20.7M +$3.51M +7,144 +20%
GAM
335
Groupama Asset Management
France
$20.6M +$3.04M +7,713 +17%
SOADOR
336
State of Alaska Department of Revenue
Alaska
$20.5M +$990K +2,015 +5%
KPWS
337
Kestra Private Wealth Services
Texas
$20.5M +$2.81M +5,716 +16%
BFS
338
Bradley Foster & Sargent
Connecticut
$20.2M +$535K +1,090 +3%
Wealthfront Advisers
339
Wealthfront Advisers
California
$20.2M +$376K +766 +2%
MIF
340
Mediolanum International Funds
Ireland
$20M -$359K -750 -2%
SC
341
Slow Capital
California
$20M +$131K +267 +0.7%
PAMP
342
Polar Asset Management Partners
Ontario, Canada
$19.9M -$39.4M -80,142 -66%
CIP
343
Chartwell Investment Partners
Pennsylvania
$19.9M +$5.47M +11,128 +38%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$19.6M -$619K -1,261 -3%
CAM
345
Cresset Asset Management
Illinois
$19.5M -$527K -1,073 -3%
GH
346
GAM Holding
Switzerland
$19.5M -$4.87M -9,921 -20%
ACIM
347
Azimuth Capital Investment Management
Michigan
$19.4M -$3.55M -7,220 -15%
MCM
348
Maple Capital Management
Vermont
$18.9M +$903K +1,838 +5%
DLA
349
Douglas Lane & Associates
New York
$18.9M -$476K -969 -2%
PI
350
PineBridge Investments
New York
$18.7M +$1M +2,037 +6%
12 13
14
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