ISRG icon

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
+$529M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$412M
4
GQG Partners
GQG Partners
Florida
+$395M
5
WSFS
Wilmington Savings Fund Society
Delaware
+$271M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$1.19B
2
Millennium Management
Millennium Management
New York
-$647M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$612M
4
Edgewood Management
Edgewood Management
Connecticut
-$461M
5
Jennison Associates
Jennison Associates
New York
-$389M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
Meridian Wealth Management
Kentucky
$13.5M +$51.1K +104 +0.4%
KP
402
Keel Point
Alabama
$13.4M -$14.7K -30 -0.1%
MCM
403
MAI Capital Management
Ohio
$13.4M -$882K -1,795 -6%
GT
404
Greenleaf Trust
Michigan
$13.3M +$103K +209 +0.8%
DBG
405
De Burlo Group
Massachusetts
$13.2M +$7.74M +15,750 +141%
PWM
406
Purus Wealth Management
California
$13.1M -$704K -1,433 -5%
RG
407
Redmile Group
California
$13.1M -$6.46M -13,145 -33%
TRSOTSOK
408
Teachers Retirement System of the State of Kentucky
Kentucky
$13.1M -$754K -1,535 -5%
JIC
409
Johnson Investment Counsel
Ohio
$13.1M +$103K +210 +0.8%
IIM
410
INTECH Investment Management
Florida
$12.9M +$2.49M +5,067 +24%
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$12.8M -$6.98M -14,215 -35%
TFIPS
412
Towarzystwo Funduszy Inwestycyjnych PZU SA
$12.8M -$92.4K -188 -0.7%
AAIS
413
ABN AMRO Investment Solutions
$12.5M -$675K -1,373 -5%
SAM
414
Shell Asset Management
Netherlands
$12.3M +$12.3M +25,065 New
BF
415
BOK Financial
Oklahoma
$12.2M -$425K -886 -3%
TAM
416
Tocqueville Asset Management
New York
$12.2M -$16.2K -33 -0.1%
KRS
417
Kentucky Retirement Systems
Kentucky
$12.1M -$991K -2,018 -8%
DAM
418
Deepwater Asset Management
Minnesota
$12.1M -$2.21M -4,498 -15%
BP
419
Broadleaf Partners
Ohio
$12M -$41.8K -85 -0.3%
DA
420
Dillon & Associates
Michigan
$11.9M +$136K +277 +1%
EWM
421
Elite Wealth Management
Washington
$11.8M -$198K -404 -2%
GAM
422
Gotham Asset Management
New York
$11.6M +$2.41M +4,911 +26%
OAC
423
OMERS Administration Corp
Ontario, Canada
$11.6M -$5.1M -10,378 -31%
MIG
424
McGuire Investment Group
Rhode Island
$11.5M -$113K -231 -1%
SAM
425
Simplify Asset Management
Nevada
$11.4M +$3.88M +7,892 +51%
15 16
17
18 19