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 %
SCM
601
Soros Capital Management
New York
$5.16M +$5.16M +10,500 New
LWM
602
Liberty Wealth Management
California
$5.04M -$444K -904 -8%
FHB
603
First Hawaiian Bank
Hawaii
$5.04M +$67.3K +137 +1%
BG
604
Bahl & Gaynor
Ohio
$5.03M -$239K -486 -5%
RC
605
Roundview Capital
New Jersey
$5.02M +$93.3K +190 +2%
PVI
606
Pura Vida Investments
New York
$5.01M -$4.27M -8,700 -46%
FT
607
Fiduciary Trust
Massachusetts
$5M +$238K +485 +5%
CA
608
CoreCap Advisors
Michigan
$4.97M +$4.45M +9,068 +864%
AWM
609
Axxcess Wealth Management
California
$4.96M -$1.21M -2,461 -20%
ORI
610
Oak Ridge Investments
Illinois
$4.94M +$343K +698 +7%
TMAM
611
Tokio Marine Asset Management
Japan
$4.92M +$310K +632 +7%
RJT
612
Raymond James Trust
Florida
$4.92M +$169K +345 +4%
HCM
613
Howard Capital Management
Georgia
$4.89M +$4.89M +9,945 New
DRS
614
Deane Retirement Strategies
Louisiana
$4.88M -$31.4K -64 -0.6%
ECM
615
Everence Capital Management
Indiana
$4.88M – – –
EGM
616
Engineers Gate Manager
New York
$4.87M +$4.87M +9,915 New
CIA
617
Concurrent Investment Advisors
Florida
$4.85M +$2.41M +4,905 +99%
JF
618
Jump Financial
Illinois
$4.84M -$4.31M -8,777 -47%
OCM
619
Orion Capital Management
California
$4.83M – – –
JWBC
620
J.W. Burns & Co
New York
$4.83M +$388K +790 +9%
HCM
621
Hodges Capital Management
Texas
$4.82M +$59K +120 +1%
WF
622
Welch & Forbes
Massachusetts
$4.81M -$24.6K -50 -0.5%
ATC
623
Argent Trust Co
Tennessee
$4.8M +$44.7K +91 +0.9%
TIA
624
Tandem Investment Advisors
South Carolina
$4.8M -$1.05M -2,133 -18%
BIM
625
Baldwin Investment Management
Pennsylvania
$4.79M +$77.6K +158 +2%
23 24
25
26 27