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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 %
CSS
651
Cubist Systematic Strategies
Connecticut
$4.29M +$4.29M +8,738 New
NL
652
NWAM LLC
Washington
$4.27M -$8.35K -17 -0.2%
SPC
653
Sigma Planning Corp
Michigan
$4.2M -$127K -259 -3%
CCM
654
Canal Capital Management
Virginia
$4.2M -$37.8K -77 -0.9%
WI
655
Wahed Invest
New York
$4.19M +$482K +981 +13%
VI
656
Vestcor Inc
New Brunswick, Canada
$4.17M -$590K -1,200 -12%
LMIM
657
Lockheed Martin Investment Management
Maryland
$4.16M -$2.49M -5,060 -37%
CK
658
Cohen Klingenstein
New York
$4.16M – – –
TFS
659
Thoroughbred Financial Services
Tennessee
$4.13M -$28K -57 -0.7%
CWP
660
Cyndeo Wealth Partners
Florida
$4.12M +$277K +564 +7%
BFG
661
Bleakley Financial Group
New Jersey
$4.12M -$9.4M -19,141 -70%
AF
662
Allworth Financial
California
$4.11M -$251K -510 -6%
FTWA
663
Fifth Third Wealth Advisors
Ohio
$4.1M +$1.99M +4,050 +94%
BCV
664
Banque Cantonale Vaudoise
Switzerland
$4.09M +$236K +480 +6%
RFN
665
RDA Financial Network
Iowa
$4.06M +$50.1K +102 +1%
CG
666
Caprock Group
Idaho
$4.05M +$362K +737 +10%
SI
667
Stephens Inc
Arkansas
$4.03M -$68.8K -140 -2%
LAM
668
LECAP Asset Management
United Kingdom
$4.03M +$4.03M +8,199 New
EWM
669
Elevatus Welath Management
New York
$4.02M +$52.6K +107 +1%
LJCM
670
Lee Johnson Capital Management
Texas
$4.02M +$4.02M +8,178 New
EF
671
Empowered Funds
Pennsylvania
$4.02M +$169K +345 +4%
HH
672
Hilltop Holdings
Texas
$4.01M +$1.56M +3,172 +64%
SCA
673
Snowden Capital Advisors
New York
$3.99M -$418K -851 -9%
CFG
674
Citizens Financial Group
Rhode Island
$3.99M +$691K +1,406 +21%
CPC
675
Consolidated Planning Corp
Georgia
$3.98M +$589K +1,198 +17%
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