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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 %
SB
901
Strategic Blueprint
Georgia
$1.6M -$181K -369 -10%
SAM
902
Strategy Asset Managers
California
$1.6M +$605K +1,231 +61%
GA
903
GraniteShares Advisors
New York
$1.6M -$194K -394 -11%
ET
904
Equitable Trust
Tennessee
$1.6M -$212K -432 -12%
QWM
905
Quadcap Wealth Management
Texas
$1.59M +$36.4K +74 +2%
SFA
906
Souders Financial Advisors
Ohio
$1.59M +$1.09M +2,220 +219%
PCM
907
Penserra Capital Management
California
$1.59M -$760K -1,548 -32%
MCC
908
Money Concepts Capital
Florida
$1.59M -$4.91K -10 -0.3%
GM
909
GeoWealth Management
Illinois
$1.57M -$62.9K -128 -4%
SA
910
SpiderRock Advisors
Delaware
$1.56M +$393K +800 +34%
KJHP
911
K.J. Harrison & Partners
Ontario, Canada
$1.56M -$12.5K -24 -0.8%
GLR
912
Great Lakes Retirement
Ohio
$1.55M -$7.37K -15 -0.5%
PIM
913
Penobscot Investment Management
Massachusetts
$1.52M – – –
CM
914
Churchill Management
California
$1.51M -$325K -661 -18%
FB
915
Fulton Bank
Pennsylvania
$1.51M +$104K +211 +7%
GC
916
Gilbert & Cook
Iowa
$1.51M -$47.2K -96 -3%
FHA
917
Flagship Harbor Advisors
Massachusetts
$1.51M +$1.51M +3,068 New
SAM
918
Sectoral Asset Management
Quebec, Canada
$1.5M -$1.15M -2,350 -44%
NWM
919
Napa Wealth Management
California
$1.5M +$1.19M +2,417 +382%
EFG
920
Everhart Financial Group
Ohio
$1.5M +$181K +368 +14%
KA
921
Kintegral Advisory
New York
$1.49M -$19.2K -39 -1%
RCM
922
Riverpark Capital Management
New York
$1.49M -$1M -2,040 -40%
JSC
923
Jackson Square Capital
California
$1.47M -$7.86K -16 -0.5%
RMCM
924
Reynders McVeigh Capital Management
Massachusetts
$1.46M +$12.8K +26 +0.9%
UB
925
Umpqua Bank
Oregon
$1.45M -$85.5K -174 -6%
35 36
37
38 39