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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 %
FC
351
Forte Capital
New York
$18.6M -$1.08M -2,199 -5%
SC
352
SouthState Corp
Florida
$18.3M +$240K +488 +1%
OSAM
353
O'Shaughnessy Asset Management
Connecticut
$18.2M +$1.5M +3,086 +9%
UB
354
UMB Bank
Missouri
$18.1M +$5.59M +11,388 +45%
AAB
355
ABN AMRO Bank
Netherlands
$18M -$6.83K -14 -0%
Nomura Holdings
356
Nomura Holdings
Japan
$18M +$15.7M +31,898 +678%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$18M +$37.8K +77 +0.2%
PA
358
Parallel Advisors
California
$17.9M +$335K +681 +2%
TCM
359
Traynor Capital Management
Pennsylvania
$17.9M +$7.94M +16,161 +80%
AI
360
Atria Investments
North Carolina
$17.8M -$2.09M -4,254 -11%
NIM
361
NEOS Investment Management
Connecticut
$17.8M +$3.19M +6,501 +22%
Squarepoint
362
Squarepoint
New York
$17.2M +$12.5M +25,423 +264%
TFA
363
Teamwork Financial Advisors
Texas
$17.1M +$95.8K +195 +0.6%
SBWIC
364
Schaper Benz & Wise Investment Counsel
Wisconsin
$17M -$135K -274 -0.8%
TAMH
365
Taikang Asset Management (HK)
Hong Kong
$17M +$8.48M +17,262 +100%
LWM
366
Lyell Wealth Management
California
$16.7M -$4.91K -10 -0%
IMPI
367
Ilmarinen Mutual Pension Insurance
Finland
$16.6M – – –
EMPI
368
Elo Mutual Pension Insurance
Finland
$16.6M +$900K +1,833 +6%
LA
369
LBP AM
France
$16.5M +$15.4M +31,300 +1,394%
MWM
370
Mission Wealth Management
California
$16.4M +$11.8K +24 +0.1%
MAM
371
Mark Asset Management
New York
$16.2M +$1.93M +3,931 +14%
CG
372
Carmignac Gestion
France
$16.2M +$2.2M +4,488 +16%
II
373
Inspire Investing
Idaho
$16.1M +$328K +667 +2%
Nordea Investment Management
374
Nordea Investment Management
Sweden
$16M -$7.05M -14,437 -31%
FCI
375
Financial Counselors Inc
Kansas
$15.7M -$2.74M -5,584 -15%
13 14
15
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