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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 %
OPS
551
Orion Portfolio Solutions
Nebraska
$6.32M +$1.14M +2,315 +22%
BCI
552
Brinker Capital Investments
Pennsylvania
$6.32M +$1.14M +2,315 +22%
CWG
553
Cornerstone Wealth Group
North Carolina
$6.3M +$11.3K +23 +0.2%
KOCAA
554
Knights of Columbus Asset Advisors
Connecticut
$6.27M +$417K +849 +7%
NA
555
NewEdge Advisors
Louisiana
$6.26M -$535K -1,089 -8%
CC
556
Cornerstone Capital
California
$6.24M -$1.97K -4 -0%
CIM
557
Chiron Investment Management
New York
$6.22M -$1.87M -3,803 -23%
FCM
558
Fourpath Capital Management
Oklahoma
$6.15M +$5.79M +11,777 +1,587%
SPIA
559
Steward Partners Investment Advisory
New York
$6.06M +$207K +421 +4%
HWAM
560
Hennion & Walsh Asset Management
New Jersey
$6.04M +$1.75M +3,565 +41%
AWCI
561
Alpine Woods Capital Investors
New York
$5.96M -$503K -938 -8%
EF
562
Empirical Finance
Pennsylvania
$5.95M +$132K +269 +2%
SBIA
563
Sheaff Brock Investment Advisors
Indiana
$5.91M +$5.91M +12,030 New
RCW
564
Rheos Capital Works
Japan
$5.9M – – –
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.87M -$928K -1,890 -14%
SFI
566
Siemens Fonds Invest
Germany
$5.86M +$156K +427 +3%
GLA
567
Great Lakes Advisors
Illinois
$5.84M +$225K +458 +4%
Walleye Capital
568
Walleye Capital
New York
$5.83M -$8.36M -17,015 -59%
PAA
569
Peregrine Asset Advisers
Oregon
$5.79M +$5.79M +11,795 New
LT
570
Legacy Trust
Michigan
$5.79M -$36.8K -75 -0.6%
MPA
571
Marvin & Palmer Associates
Delaware
$5.78M +$5.78M +11,770 New
CCM
572
Coldstream Capital Management
Washington
$5.77M +$1.2M +2,399 +26%
PIA
573
Petredis Investment Advisors
Pennsylvania
$5.74M +$19.7K +40 +0.3%
GI
574
GAMCO Investors
Connecticut
$5.7M +$97.3K +198 +2%
ZB
575
Zions Bancorporation
Utah
$5.69M +$305K +621 +6%
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