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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 %
ERSOT
701
Employees Retirement System of Texas
Texas
$3.53M +$3.53M +7,181 New
BFM
702
Boothbay Fund Management
New York
$3.5M -$3.48M -7,079 -50%
PAM
703
Panagora Asset Management
Massachusetts
$3.48M -$983 -2 -0%
SSA
704
Schonfeld Strategic Advisors
New York
$3.46M -$2.23M -4,549 -39%
DWP
705
Daymark Wealth Partners
Ohio
$3.45M +$11.8K +24 +0.3%
AWM
706
Affinity Wealth Management
Delaware
$3.45M +$3.45M +7,013 New
SSI
707
Scott & Selber Inc
Texas
$3.39M -$15.7K -32 -0.5%
OAM
708
Ostrum Asset Management
France
$3.39M -$276K -562 -8%
HCA
709
Harbor Capital Advisors
Illinois
$3.36M +$17.2K +35 +0.5%
GI
710
GLOBALT Investments
Georgia
$3.35M +$2.9M +5,909 +657%
FHA
711
First Horizon Advisors
Tennessee
$3.29M +$156K +318 +5%
CPBTD
712
Central Pacific Bank - Trust Division
Hawaii
$3.27M -$7.37K -15 -0.2%
LC
713
Legacy CG
Texas
$3.25M +$3.25M +6,618 New
BSG
714
Black Swift Group
Colorado
$3.24M +$3.24M +6,600 New
XT
715
XTX Topco
Cayman Islands
$3.24M +$3.24M +6,588 New
SF
716
Summit Financial
New Jersey
$3.22M +$246K +500 +8%
HA
717
Herold Advisors
New York
$3.17M – – –
MSK
718
Melissa S. Kampmann
$3.13M -$169K -345 -5%
CAAS
719
Capital Asset Advisory Services
Michigan
$3.11M +$45.2K +94 +1%
GIM
720
Goelzer Investment Management
Indiana
$3.11M +$19.2K +39 +0.6%
MNBTD
721
Moody National Bank Trust Division
Texas
$3.1M +$267K +543 +9%
NP
722
Nilsine Partners
Colorado
$3.09M -$124K -253 -4%
HCMT
723
Highland Capital Management (Tennessee)
Tennessee
$3.08M +$3.08M +6,268 New
PA
724
Procyon Advisors
Connecticut
$3.07M +$122K +248 +4%
FFB
725
First Financial Bankshares
Texas
$3.07M +$53.1K +108 +2%
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