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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 %
BJL
926
Brighton Jones LLC
Washington
$1.45M -$3.05M -6,217 -68%
AC
927
AXQ Capital
New Jersey
$1.44M +$1.44M +2,941 New
MPPLM
928
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.44M +$169K +344 +13%
CCA
929
Checchi Capital Advisers
California
$1.44M +$11.8K +24 +0.8%
LS
930
Livforsakringsbolaget Skandia
Sweden
$1.44M +$1.12M +2,283 +357%
IIL
931
Insight Inv LLC
California
$1.43M – – –
BCWM
932
Bartlett & Co Wealth Management
Ohio
$1.43M – – –
SIM
933
Sentry Investment Management
Wisconsin
$1.43M +$83.5K +170 +6%
FFA
934
Farther Finance Advisors
California
$1.42M +$370K +754 +35%
SVWAG
935
Sound View Wealth Advisors Group
Georgia
$1.42M +$45.2K +92 +3%
IIC
936
Ironwood Investment Counsel
Arizona
$1.42M -$5.9K -12 -0.4%
CCB
937
Country Club Bank
Missouri
$1.41M -$43.6K -91 -3%
WA
938
Wealth Alliance
New York
$1.4M +$30K +61 +2%
SAG
939
SageView Advisory Group
California
$1.4M -$638K -1,299 -31%
BIG
940
Brooklyn Investment Group
New York
$1.38M +$102K +208 +8%
SIG
941
Stonegate Investment Group
Alabama
$1.38M +$56.5K +115 +4%
SYBT
942
Stock Yards Bank & Trust
Kentucky
$1.38M -$57.5K -117 -4%
KWA
943
Kingswood Wealth Advisors
California
$1.37M -$516K -1,050 -27%
PPWP
944
Premier Path Wealth Partners
New Jersey
$1.37M -$983 -2 -0.1%
AAP
945
Arax Advisory Partners
Colorado
$1.36M -$231K -470 -14%
WAM
946
Worth Asset Management
Texas
$1.36M +$1.36M +2,775 New
VNIM
947
Vaughan Nelson Investment Management
Texas
$1.36M – – –
IA
948
Inspire Advisors
Idaho
$1.36M -$227K -461 -14%
ACM
949
Advisors Capital Management
New Jersey
$1.35M +$19.2K +39 +1%
SPWM
950
Schrum Private Wealth Management
Florida
$1.35M +$83K +169 +7%
36 37
38
39 40