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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 %
JSSH
726
J. Safra Sarasin Holding
$3.07M -$96.8K -197 -3%
LNWWM
727
Laird Norton Wetherby Wealth Management
California
$3.06M -$4.42K -9 -0.1%
Verition Fund Management
728
Verition Fund Management
Connecticut
$3.02M -$3.08M -6,269 -50%
GC
729
Guardian Capital
Ontario, Canada
$3.02M -$18.2K -37 -0.6%
KWM
730
Keebeck Wealth Management
Illinois
$3.01M -$63.4K -129 -2%
SWA
731
Stratos Wealth Advisors
Ohio
$2.99M +$79.6K +162 +3%
LCM
732
Legato Capital Management
California
$2.96M – – –
BFG
733
Berger Financial Group
Minnesota
$2.93M -$491 -1 -0%
CAM
734
Claret Asset Management
Quebec, Canada
$2.92M -$34.4K -70 -1%
CCP
735
Clarity Capital Partners
California
$2.91M +$126K +257 +5%
PA
736
PFG Advisors
Arizona
$2.84M -$333K -677 -10%
KCM
737
Kornitzer Capital Management
Kansas
$2.84M -$909K -1,851 -24%
SC
738
Savant Capital
Illinois
$2.84M +$1M +2,044 +55%
LWAM
739
Legacy Wealth Asset Management
Minnesota
$2.82M -$113K -231 -4%
PCIA
740
Prime Capital Investment Advisors
Kansas
$2.82M -$7.37K -15 -0.3%
TVWM
741
Tower View Wealth Management
Wisconsin
$2.8M -$19.2K -39 -0.7%
AWM
742
AE Wealth Management
Kansas
$2.8M +$923K +1,879 +49%
MYLI
743
Meiji Yasuda Life Insurance
Japan
$2.8M -$27.5K -56 -1%
FWP
744
Falcon Wealth Planning
California
$2.8M +$11.3K +23 +0.4%
IAS
745
IMA Advisory Services
Colorado
$2.79M -$75.2K -153 -3%
WBC
746
Westpac Banking Corp
Australia
$2.79M -$1.47M -2,998 -35%
Luther King Capital Management (LKCM)
747
Luther King Capital Management (LKCM)
Texas
$2.78M -$2.46K -5 -0.1%
PWM
748
Pinnacle Wealth Management
California
$2.77M -$831K -1,692 -23%
HT
749
Headlands Technologies
Illinois
$2.77M +$30.5K +62 +1%
QCG
750
Quadrant Capital Group
Ohio
$2.74M +$28.5K +58 +1%
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