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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 %
MOS
826
MGO One Seven
Ohio
$2.08M +$66.8K +136 +3%
EFM
827
E Fund Management
China
$2.07M +$123K +250 +6%
WF
828
WoodTrust Financial
Wisconsin
$2.07M – – –
GD
829
Grandfield & Dodd
New York
$2.07M -$4.91K -10 -0.2%
GITFIT
830
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.06M -$835K -1,700 -29%
CB
831
CNB Bank
Pennsylvania
$2.06M -$158K -321 -7%
QI
832
Qtron Investments
Massachusetts
$2.05M – – –
DWM
833
Diversify Wealth Management
Utah
$2.05M +$479K +934 +30%
SIA
834
Schechter Investment Advisors
Michigan
$2.05M -$143K -292 -7%
ECM
835
Evergreen Capital Management
Washington
$2.04M +$73.2K +149 +4%
AIC
836
Argus Investors Counsel
New York
$2.04M -$15.2K -31 -0.7%
VFA
837
Valeo Financial Advisors
Indiana
$2.02M +$236K +480 +13%
CS
838
Cannell & Spears
New York
$2.01M – – –
EB
839
Eastern Bank
Massachusetts
$2M +$896K +1,823 +81%
TAM
840
Trust Asset Management
Texas
$1.99M – – –
AG
841
Algert Global
California
$1.99M +$1.99M +4,046 New
SW
842
SlateStone Wealth
Florida
$1.98M – – –
QIM
843
Quantitative Investment Management
Virginia
$1.97M -$1.15M -2,339 -37%
NCGI
844
Next Century Growth Investors
Minnesota
$1.96M -$164K -334 -8%
SC
845
Sepio Capital
Utah
$1.96M -$15.2K -31 -0.8%
GCM
846
Geneva Capital Management
Wisconsin
$1.95M -$169K -345 -8%
FWIA
847
Fort Washington Investment Advisors
Ohio
$1.95M – – –
CWMGP
848
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.94M -$591K -1,202 -23%
ECM
849
ExodusPoint Capital Management
New York
$1.93M -$36.6M -74,588 -95%
LB
850
Legacy Bridge
Iowa
$1.93M -$2.46K -5 -0.1%
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