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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 %
TAA
951
TB Alternative Assets
Cayman Islands
$1.34M – – –
PFG
952
PAX Financial Group
Texas
$1.32M -$57.5K -117 -4%
MW
953
Marcum Wealth
Ohio
$1.32M +$14.2K +29 +1%
CWM
954
Circle Wealth Management
New Jersey
$1.32M -$113K -230 -8%
VT
955
Vise Technologies
New York
$1.31M +$995K +2,026 +315%
CCG
956
Catalina Capital Group
California
$1.31M +$81.6K +166 +7%
BBHC
957
Brown Brothers Harriman & Co
New York
$1.31M +$212K +431 +19%
TCA
958
Transcend Capital Advisors
New Jersey
$1.31M -$324K -659 -20%
CW
959
CreativeOne Wealth
Kansas
$1.3M +$183K +372 +16%
WH
960
Wallace Hart
Kentucky
$1.29M – – –
DI
961
Diligent Investors
California
$1.28M – – –
JIC
962
Joel Isaacson & Co
New York
$1.27M – – –
DWA
963
Douglass Winthrop Advisors
New York
$1.27M -$15.7K -32 -1%
CLOS
964
Compagnie Lombard Odier SCmA
Switzerland
$1.27M -$2.75M -5,602 -68%
BAM
965
Belpointe Asset Management
Nevada
$1.27M -$58K -118 -4%
HFA
966
Harbert Fund Advisors
Alabama
$1.27M +$36.8K +75 +3%
SF
967
Synovus Financial
Georgia
$1.26M +$13.8K +28 +1%
CPIG
968
Chicago Partners Investment Group
Illinois
$1.26M +$16.9K +33 +1%
WFC
969
Western Financial Corp
California
$1.26M +$1.26M +2,567 New
PWPS
970
Pinnacle Wealth Planning Services
Ohio
$1.26M -$113K -230 -8%
BTWM
971
Brass Tax Wealth Management
Ohio
$1.26M +$27.5K +56 +2%
FCG
972
Fielder Capital Group
Tennessee
$1.25M +$2.46K +5 +0.2%
LGA
973
Lebenthal Global Advisors
New York
$1.25M +$107K +218 +9%
GVAG
974
Great Valley Advisor Group
Delaware
$1.25M +$32.4K +66 +3%
AA
975
ALPS Advisors
Colorado
$1.25M -$441K -898 -26%
37 38
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