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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 %
VA
676
Vident Advisory
Georgia
$3.96M +$292K +595 +8%
BG
677
BDF Gestion
France
$3.95M – – –
BPA
678
Beacon Pointe Advisors
California
$3.94M +$130K +265 +3%
LWCFA
679
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.93M -$636K -1,243 -14%
PSB
680
Passumpsic Savings Bank
Vermont
$3.92M -$106K -215 -3%
OAM
681
Oak Asset Management
California
$3.92M – – –
CA
682
Commerzbank Aktiengesellschaft
Germany
$3.91M +$3.04M +6,193 +349%
WSCM
683
Wellington Shields Capital Management
New York
$3.87M +$295K +600 +8%
JIP
684
Jaffetilchin Investment Partners
Florida
$3.86M -$62.4K -127 -2%
PS
685
Principal Securities
Iowa
$3.83M -$75.2K -153 -2%
RWP
686
RWA Wealth Partners
Massachusetts
$3.74M -$187K -381 -5%
SFA
687
Sequoia Financial Advisors
Ohio
$3.74M +$151K +308 +4%
WR
688
WD Rutherford
Oregon
$3.71M -$141K -286 -4%
PIM
689
Plato Investment Management
Australia
$3.71M -$1.47K -3 -0%
AHIA
690
Andrew Hill Investment Advisors
Florida
$3.7M +$13.3K +27 +0.4%
S
691
SignatureFD
Georgia
$3.68M +$116K +237 +3%
IB
692
Intrust Bank
Kansas
$3.67M -$14.2K -29 -0.4%
FCH
693
Freestone Capital Holdings
Washington
$3.67M -$34.9K -71 -0.9%
FBT
694
First Bank & Trust
South Dakota
$3.65M -$62.4K -127 -2%
EAM
695
Exome Asset Management
New York
$3.65M +$525K +1,069 +17%
AAM
696
Azzad Asset Management
Virginia
$3.64M -$4.43M -9,011 -55%
EHI
697
Eagle Health Investments
Connecticut
$3.63M -$10.3M -20,900 -74%
MAS
698
Meeder Advisory Services
Ohio
$3.63M +$10.8K +22 +0.3%
FRA
699
Front Row Advisors
California
$3.61M +$56K +114 +2%
WDA
700
Wendell David Associates
New Hampshire
$3.57M – – –
26 27
28
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