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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 %
GA
976
Geller Advisors
New York
$1.24M -$514K -1,046 -29%
TIAA Trust, National Association
977
TIAA Trust, National Association
North Carolina
$1.24M +$26.5K +54 +2%
SRC
978
Stone Run Capital
New York
$1.23M – – –
Two Sigma Advisers
979
Two Sigma Advisers
New York
$1.23M +$1.23M +2,500 New
IFWM
980
Institute for Wealth Management
Colorado
$1.23M -$121K -247 -9%
GL
981
Graypoint LLC
New York
$1.23M +$86K +175 +8%
CCP
982
Clarkston Capital Partners
Michigan
$1.22M – – –
AM
983
Atwater Malick
Pennsylvania
$1.22M – – –
WPW
984
Waldron Private Wealth
Pennsylvania
$1.2M -$2.95K -6 -0.2%
AWA
985
Aaron Wealth Advisors
Illinois
$1.2M +$262K +533 +28%
GWANC
986
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.19M -$3.44K -7 -0.3%
Kovitz Investment Group Partners
987
Kovitz Investment Group Partners
Illinois
$1.19M +$850K +5,308 +248%
IWM
988
IHT Wealth Management
Illinois
$1.19M +$300K +613 +34%
BCM
989
BTC Capital Management
Iowa
$1.19M -$58K -118 -5%
UAG
990
United Advisor Group
Ohio
$1.19M +$41.3K +84 +4%
IIA
991
IPG Investment Advisors
California
$1.18M +$1.18M +2,395 New
AA
992
AlphaQ Advisors
Florida
$1.18M -$53.5K -109 -4%
ACM
993
Aster Capital Management
United Arab Emirates
$1.17M +$1.17M +2,387 New
TTWM
994
TCV Trust & Wealth Management
Virginia
$1.17M -$17.7K -36 -1%
UAS
995
United Asset Strategies
New York
$1.17M -$11.8K -24 -1%
HIA
996
Harbor Investment Advisory
Maryland
$1.17M +$4.42K +9 +0.4%
FCP
997
Fidelis Capital Partners
Florida
$1.17M -$83K -162 -7%
NL
998
NVWM LLC
Pennsylvania
$1.16M -$7.86K -16 -0.7%
WCM
999
Weaver Capital Management
Georgia
$1.14M +$278K +565 +32%
MCM
1000
Manchester Capital Management
Vermont
$1.14M +$983 +2 +0.1%
38 39
40
41 42