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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 %
VIM
626
Vinva Investment Management
Australia
$4.78M -$1.05M -2,200 -18%
WA
627
Waverly Advisors
Alabama
$4.78M -$200K -407 -4%
WCM
628
Wisconsin Capital Management
Wisconsin
$4.78M – – –
IAA
629
Independent Advisor Alliance
North Carolina
$4.78M -$13.8K -28 -0.3%
AMCA
630
Arthur M. Cohen & Associates
Illinois
$4.76M +$216K +446 +5%
LTAS
631
Linden Thomas Advisory Services
North Carolina
$4.74M +$251K +511 +6%
O
632
Ossiam
France
$4.68M -$422K -859 -8%
OHIS
633
Oak Harvest Investment Services
Texas
$4.61M +$37.8K +77 +0.8%
FA
634
Fiduciary Alliance
South Carolina
$4.59M +$4.59M +9,346 New
AFC
635
AFT Forsyth & Company
Florida
$4.58M +$39.3K +80 +0.9%
CUAMC
636
China Universal Asset Management Company
China
$4.58M +$1.17M +2,374 +34%
NRS
637
Neville Rodie & Shaw
New York
$4.57M -$161K -328 -3%
DWM
638
Dakota Wealth Management
Florida
$4.55M -$2.07M -4,216 -31%
SA
639
Strategic Advocates
Utah
$4.49M -$434K -883 -9%
CHAM
640
Clear Harbor Asset Management
Connecticut
$4.48M +$78.6K +160 +2%
CLA
641
Carnegie Lake Advisors
New Jersey
$4.46M +$4.46M +9,075 New
HWM
642
HB Wealth Management
Georgia
$4.44M +$1.11M +2,263 +33%
HI
643
Horizon Investments
North Carolina
$4.41M -$27.5K -56 -0.6%
SG Americas Securities
644
SG Americas Securities
New York
$4.4M -$39.2M -79,837 -90%
PHK
645
Point72 Hong Kong
Hong Kong
$4.4M +$4.4M +8,950 New
UF
646
Univest Financial
Pennsylvania
$4.39M +$3.91M +7,969 +816%
HPC
647
HM Payson & Co
Maine
$4.37M +$491 +1 +0%
VAS
648
Vestmark Advisory Solutions
Massachusetts
$4.31M +$279K +567 +7%
FCT
649
Family Capital Trust
Massachusetts
$4.3M – – –
RA
650
Rockingstone Advisors
Massachusetts
$4.3M – – –
24 25
26
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