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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 %
MCC
801
Malaga Cove Capital
California
$2.25M -$30.5K -62 -1%
CCM
802
Conway Capital Management
California
$2.24M – – –
HHGA
803
Halbert Hargrove Global Advisors
California
$2.24M -$442K -900 -17%
WWM
804
Western Wealth Management
Colorado
$2.23M +$675K +1,374 +43%
AIM
805
Alhambra Investment Management
Florida
$2.21M – – –
WI
806
Wintrust Investments
Illinois
$2.21M -$20.4M -41,462 -90%
RA
807
RiverPark Advisors
New York
$2.2M -$402K -818 -15%
UFF
808
USA Financial Formulas
Michigan
$2.19M +$1.01M +2,048 +85%
MFG
809
Merit Financial Group
Georgia
$2.19M -$52.1K -106 -2%
CAG
810
Crestwood Advisors Group
Massachusetts
$2.18M +$68.3K +139 +3%
RWM
811
Ritholtz Wealth Management
New York
$2.17M +$268K +546 +14%
TNAM
812
Terra Nova Asset Management
New York
$2.17M -$8.35K -17 -0.4%
TWM
813
TriaGen Wealth Management
California
$2.16M -$2.02M -4,113 -48%
CMI
814
Clare Market Investments
Texas
$2.15M +$596K +1,214 +38%
HCM
815
Hollencrest Capital Management
California
$2.15M +$16.2K +33 +0.8%
ONB
816
Old National Bancorp
Indiana
$2.15M +$4.91K +10 +0.2%
EIA
817
Eastover Investment Advisors
North Carolina
$2.15M -$157K -320 -7%
CAMG
818
CWA Asset Management Group
Florida
$2.15M +$2.15M +4,366 New
WC
819
Waterloo Capital
Texas
$2.14M +$256K +521 +14%
DT
820
Diversified Trust
Tennessee
$2.14M -$471K -959 -18%
IP
821
Intellectus Partners
California
$2.14M -$36.8K -75 -2%
LA
822
Legacy Advisors
Pennsylvania
$2.14M +$1.7M +3,463 +389%
ETCM
823
Evolutionary Tree Capital Management
Virginia
$2.13M -$55K -112 -3%
GAG
824
GM Advisory Group
New York
$2.1M +$28.5K +58 +1%
KWM
825
Kingsview Wealth Management
Oregon
$2.09M -$33.4K -68 -2%
31 32
33
34 35