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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 %
TFA
576
Transamerica Financial Advisors
Florida
$5.68M -$230K -468 -4%
KCM
577
Kennedy Capital Management
Missouri
$5.61M +$256K +522 +5%
JSP
578
Jackson Square Partners
California
$5.57M -$3.38M -6,880 -38%
1SB
579
1ST Source Bank
Indiana
$5.55M -$181K -368 -3%
FLPIM
580
F.L. Putnam Investment Management
Massachusetts
$5.53M +$4.39M +8,946 +387%
NMIMC
581
Northwestern Mutual Investment Management Company
Wisconsin
$5.52M -$23.6K -48 -0.4%
P
582
&Partners
Tennessee
$5.52M +$3.49M +7,105 +172%
MGWM
583
Marks Group Wealth Management
Minnesota
$5.5M -$72.2K -147 -1%
CAM
584
Covenant Asset Management
New Jersey
$5.45M -$2.95K -6 -0.1%
TC
585
TownSquare Capital
Utah
$5.44M +$1.59M +3,239 +41%
NWM
586
Nicola Wealth Management
British Columbia, Canada
$5.4M – – –
DF
587
DNCA Finance
France
$5.4M – – –
IMRF
588
Illinois Municipal Retirement Fund
Illinois
$5.39M – – –
TCA
589
Trifecta Capital Advisors
Illinois
$5.33M +$162K +330 +3%
GLA
590
Good Life Advisors
Pennsylvania
$5.32M +$2.93M +5,964 +122%
FRA
591
Frank Rimerman Advisors
California
$5.32M +$776K +1,580 +17%
GRP
592
Global Retirement Partners
California
$5.28M -$158K -322 -3%
NIMI
593
Natixis Investment Managers International
France
$5.28M -$52.6K -107 -1%
BSAM
594
Blue Square Asset Management
New York
$5.27M +$107K +217 +2%
OA
595
Oak Associates
Ohio
$5.26M – – –
LP
596
LMR Partners
United Kingdom
$5.21M -$7.61M -15,497 -59%
DAS
597
Dynamic Advisor Solutions
Arizona
$5.19M +$154K +314 +3%
BWM
598
BNC Wealth Management
Oregon
$5.18M +$265K +540 +5%
AWM
599
Apollon Wealth Management
South Carolina
$5.18M +$112K +228 +2%
KRSITF
600
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.16M -$461K -939 -8%
22 23
24
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