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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
+$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 %
APG Asset Management
451
APG Asset Management
Netherlands
$10.5M -$92.7M -210,536 -90%
FNBT
452
FineMark National Bank & Trust
Florida
$10.3M -$1.89M -3,847 -15%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$181K +368 +2%
CGH
454
Crossmark Global Holdings
Texas
$10.2M -$478K -973 -4%
SPS
455
Susquehanna Portfolio Strategies
Pennsylvania
$10.1M – – –
EAM
456
EFG Asset Management
Oregon
$10.1M -$1.15M -2,340 -10%
FMI
457
Factory Mutual Insurance
Massachusetts
$10.1M -$5.8M -11,800 -37%
MSRPS
458
Maryland State Retirement & Pension System
Maryland
$10M -$3.46M -7,048 -26%
BMSSC
459
B. Metzler seel. Sohn & Co
Germany
$9.98M -$1.18M -2,397 -11%
NB
460
Norinchukin Bank
Japan
$9.98M +$1.12M +2,285 +13%
CGI
461
Comgest Global Investors
France
$9.98M +$1.06M +2,159 +12%
CBT
462
Central Bank & Trust
Kentucky
$9.92M -$1.04M -2,118 -9%
PP
463
Prudential plc
United Kingdom
$9.89M -$714K -1,454 -7%
ASN
464
Advisory Services Network
Georgia
$9.83M – – –
WTA
465
Washington Trust Advisors
Massachusetts
$9.81M -$370K -753 -4%
QT
466
Quantbot Technologies
New York
$9.74M +$9.74M +19,825 New
AIM
467
ARK Investment Management
Florida
$9.73M -$6.62M -13,476 -40%
MA
468
Montag & Associates
Georgia
$9.66M +$150K +306 +2%
SAM
469
Securian Asset Management
Minnesota
$9.64M -$435K -885 -4%
LCM
470
Lattice Capital Management
Washington
$9.63M – – –
TI
471
Tidal Investments
Wisconsin
$9.62M -$2.14M -4,359 -18%
MCA
472
Martin Capital Advisors
Texas
$9.52M -$16.2K -33 -0.2%
LIP
473
Lighthouse Investment Partners
Florida
$9.39M -$1.03M -2,095 -10%
SIC
474
Sigma Investment Counselors
Michigan
$9.34M -$12.8K -26 -0.1%
MYAM
475
Meiji Yasuda Asset Management
Japan
$9.27M +$162K +330 +2%
17 18
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