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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 %
CFGS
876
Concourse Financial Group Securities
Alabama
$1.74M -$167K -339 -9%
PFWA
877
Paces Ferry Wealth Advisors
Georgia
$1.74M -$983 -2 -0.1%
DA
878
Doliver Advisors
Texas
$1.74M -$128K -261 -7%
LIM
879
Leavell Investment Management
Alabama
$1.73M +$12.3K +25 +0.7%
MCP
880
Mirador Capital Partners
California
$1.73M +$24.6K +50 +1%
VSQM
881
V-Square Quantitative Management
Illinois
$1.73M +$237K +483 +16%
PDL
882
Portfolio Design Labs
California
$1.73M +$1.43M +2,912 +480%
RFP
883
Root Financial Partners
California
$1.72M +$1.72M +3,509 New
AF
884
Alerus Financial
North Dakota
$1.72M -$114K -233 -6%
BFC
885
Bedel Financial Consulting
Indiana
$1.69M – – –
AP
886
Americana Partners
Texas
$1.69M +$64.4K +131 +4%
IAS
887
Insigneo Advisory Services
Florida
$1.69M -$143K -292 -8%
ATS
888
Ashton Thomas Securities
New York
$1.67M +$189K +384 +13%
FMB
889
Field & Main Bank
Kentucky
$1.67M +$11.8K +24 +0.7%
CA
890
Clearstead Advisors
Ohio
$1.66M +$40.8K +83 +3%
BTI
891
Blue Trust Inc
Georgia
$1.66M -$182K -408 -10%
CI
892
Conning Inc
Connecticut
$1.66M +$400K +814 +32%
JWCA
893
J.W. Cole Advisors
Florida
$1.65M +$287K +584 +21%
SWM
894
Sendero Wealth Management
Texas
$1.64M – – –
BM
895
Brandywine Managers
Delaware
$1.64M – – –
VVP
896
Venture Visionary Partners
Ohio
$1.62M -$50.6K -103 -3%
ACM
897
Anfield Capital Management
California
$1.62M +$1.61M +3,276 +23,400%
SAM
898
Smartleaf Asset Management
Massachusetts
$1.61M +$471K +983 +41%
LSAG
899
Lake Street Advisors Group
New Hampshire
$1.61M +$173K +352 +12%
FFA
900
Fairfield Financial Advisors
Massachusetts
$1.61M +$292K +594 +22%
34 35
36
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