ISRG icon

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 %
HBT
751
Hills Bank & Trust
Iowa
$2.73M -$786K -1,599 -22%
RWB
752
RMR Wealth Builders
New Jersey
$2.68M -$116K -236 -4%
AWM
753
Accurate Wealth Management
Florida
$2.68M +$957 +2 +0%
PWM
754
Perigon Wealth Management
California
$2.68M +$9.82K +20 +0.4%
STA
755
Summit Trail Advisors
New York
$2.68M +$363K +738 +16%
AG
756
Ascent Group
Virginia
$2.68M +$1.16M +2,353 +76%
WPC
757
Wedmont Private Capital
Pennsylvania
$2.67M +$430K +912 +19%
A
758
Allianz
Germany
$2.64M +$1.6M +3,261 +154%
JFG
759
Jefferies Financial Group
New York
$2.64M +$2.64M +5,369 New
DAS
760
Diversify Advisory Services
Utah
$2.63M -$519K -1,002 -16%
CPA
761
Court Place Advisors
Maryland
$2.61M -$71.2K -145 -3%
EHC
762
Everett Harris & Co
California
$2.59M – – –
WCM
763
Whitener Capital Management
North Carolina
$2.59M -$80.1K -163 -3%
CPC
764
Cookson Peirce & Co
Pennsylvania
$2.58M +$782K +1,592 +44%
AA
765
Altman Advisors
Illinois
$2.57M -$52.1K -106 -2%
SCM
766
Suvretta Capital Management
New York
$2.55M – – –
CA
767
Cullinan Associates
Kentucky
$2.54M -$779K -1,500 -23%
Impax Asset Management Group
768
Impax Asset Management Group
United Kingdom
$2.54M +$775K +1,577 +44%
EH
769
Equitable Holdings
New York
$2.53M +$199K +405 +9%
SM
770
STF Management
Texas
$2.53M -$216K -440 -8%
VWM
771
Vivid Wealth Management
Iowa
$2.52M +$135K +275 +6%
TCOV
772
Trust Company of Vermont
Vermont
$2.52M +$34.9K +71 +1%
SP
773
Stablepoint Partners
Massachusetts
$2.51M -$74.2K -151 -3%
SWM
774
Segment Wealth Management
Texas
$2.5M +$1.97K +4 +0.1%
GI
775
GAMMA Investing
California
$2.5M +$595K +1,211 +31%
29 30
31
32 33