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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 %
JPWM
851
Jamison Private Wealth Management
Georgia
$1.92M +$114K +232 +6%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$1.92M +$41.3K +84 +2%
SC
853
Syon Capital
California
$1.91M +$74.7K +152 +4%
HCM
854
Howland Capital Management
Massachusetts
$1.91M +$18.2K +37 +1%
WH
855
Willner & Heller
California
$1.9M – – –
BRWA
856
B. Riley Wealth Advisors
Florida
$1.89M -$875K -1,793 -32%
DA
857
Denali Advisors
California
$1.89M +$1.89M +3,849 New
BP
858
Ballentine Partners
Massachusetts
$1.89M +$195K +396 +11%
BFM
859
Boston Financial Management
Massachusetts
$1.88M -$12.3K -25 -0.6%
WP
860
Westmount Partners
California
$1.86M -$1.47K -3 -0.1%
HSA
861
HBK Sorce Advisory
Pennsylvania
$1.85M -$489K -995 -21%
MCM
862
McRae Capital Management
New Jersey
$1.85M -$98.3K -200 -5%
GIA
863
Gladstone Institutional Advisory
Florida
$1.84M -$701K -1,427 -28%
IB
864
Iyo Bank
Japan
$1.83M – – –
CP
865
CenterBook Partners
Connecticut
$1.82M +$1.82M +3,713 New
TPCW
866
TD Private Client Wealth
New York
$1.81M -$260K -529 -13%
1WA
867
180 Wealth Advisors
Washington
$1.81M +$2.46K +5 +0.1%
PWP
868
Principle Wealth Partners
Connecticut
$1.81M +$113K +230 +7%
CI
869
Cigna Investments
Connecticut
$1.8M -$8.35K -17 -0.5%
FUBT
870
First United Bank & Trust
Maryland
$1.79M +$38.3K +78 +2%
PI
871
PFG Investments
New York
$1.77M +$142K +289 +9%
1WM
872
1858 Wealth Management
Ohio
$1.76M -$240K -488 -12%
KIA
873
Knollwood Investment Advisory
Maryland
$1.76M – – –
SEC
874
Seven Eight Capital
New York
$1.76M +$1.76M +3,574 New
MCCP
875
Mission Creek Capital Partners
California
$1.75M +$168K +342 +11%
33 34
35
36 37