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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 %
AAF
501
Andra AP-fonden
Sweden
$7.86M +$7.66M +15,600 +3,900%
DLCIG
502
D.L. Carlson Investment Group
New Hampshire
$7.84M -$43.7K -89 -0.6%
FCBT
503
First Citizens Bank & Trust
North Carolina
$7.84M -$292K -595 -4%
NEI
504
Northwest & Ethical Investments
Ontario, Canada
$7.73M +$2.6M +5,288 +51%
CB
505
Commerce Bank
Missouri
$7.57M -$321K -653 -4%
BTW
506
Boston Trust Walden
Massachusetts
$7.55M -$777K -1,581 -9%
ITFISA
507
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.51M -$292K -595 -4%
RFC
508
Regions Financial Corp
Alabama
$7.48M +$80.1K +163 +1%
AWS
509
Atria Wealth Solutions
New York
$7.46M +$523K +1,064 +8%
RAM
510
Robocap Asset Management
United Kingdom
$7.43M – – –
MLL
511
Moody Lynn & Lieberson
Massachusetts
$7.36M -$113K -231 -2%
PAS
512
Park Avenue Securities
New York
$7.34M -$538K -1,096 -7%
PAG
513
Private Advisor Group
New Jersey
$7.32M +$438K +891 +6%
Acadian Asset Management
514
Acadian Asset Management
Massachusetts
$7.31M -$4.57M -9,312 -38%
OIA
515
OneDigital Investment Advisors
Kansas
$7.29M -$3.84M -7,823 -35%
KAS
516
Kestra Advisory Services
Texas
$7.25M -$440K -896 -6%
SAM
517
Sycomore Asset Management
France
$7.23M +$2.79M +5,746 +63%
SB
518
Simmons Bank
Arkansas
$7.19M -$24.6K -50 -0.3%
IMCOOI
519
Investment Management Corp of Ontario (IMCO)
Canada
$7.12M +$1.87M +3,800 +36%
BCM
520
Brookstone Capital Management
Illinois
$7.09M +$938K +1,909 +15%
PHM
521
Prospect Hill Management
New Jersey
$7.04M – – –
CA
522
Cornerstone Advisors
North Carolina
$7.03M +$983K +2,000 +16%
AAM
523
Advisors Asset Management
Colorado
$7M +$1.11M +2,265 +19%
KFP
524
KMG Fiduciary Partners
Ohio
$6.99M +$68.8K +140 +1%
HFS
525
Hantz Financial Services
Michigan
$6.95M +$326K +663 +5%
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