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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 %
CWM
1001
Chesapeake Wealth Management
Virginia
$1.14M +$24.6K +50 +2%
HI
1002
Harrington Investments
California
$1.13M – – –
FPAS
1003
Focus Partners Advisor Solutions
Missouri
$1.12M -$17.7K -36 -2%
RP
1004
Rowlandmiller & Partners
Georgia
$1.12M +$83.5K +170 +8%
GPA
1005
Guerra Pan Advisors
New Jersey
$1.11M +$9.33K +19 +0.8%
GWMR
1006
GC Wealth Management RIA
Massachusetts
$1.11M -$18.7K -38 -2%
AUB
1007
Atlantic Union Bankshares
Virginia
$1.1M – – –
SCI
1008
S&CO Inc
Massachusetts
$1.1M – – –
CTC
1009
Central Trust Company
Missouri
$1.1M -$32.4K -66 -3%
LCM
1010
Liberty Capital Management
Michigan
$1.1M +$123K +250 +13%
SP
1011
SWS Partners
Ohio
$1.1M -$561K -1,142 -34%
ANTB
1012
AMG National Trust Bank
Colorado
$1.1M -$18.2K -37 -2%
VF
1013
Vest Financial
Virginia
$1.1M +$734K +1,494 +202%
LJAC
1014
L.J. Altfest & Co
New York
$1.1M +$132K +268 +14%
WPWM
1015
Western Pacific Wealth Management
Illinois
$1.1M – – –
LWMM
1016
Legacy Wealth Management (Mississippi)
Mississippi
$1.09M – – –
FMLI
1017
Fukoku Mutual Life Insurance
Japan
$1.08M +$27.5K +56 +3%
B
1018
Bellecapital
Switzerland
$1.08M – – –
ECM
1019
EagleClaw Capital Management
Massachusetts
$1.08M – – –
CMANY
1020
Capital Management Associates (New York)
New York
$1.08M +$1.08M +2,200 New
AIM
1021
Arcadia Investment Management
Michigan
$1.08M +$1.08M +2,200 New
TIA
1022
Tiemann Investment Advisors
California
$1.08M -$73.7K -150 -6%
PAS
1023
Point72 Asia (Singapore)
Singapore
$1.07M +$1.07M +2,179 New
SIG
1024
Senator Investment Group
New York
$1.07M – – –
KIA
1025
KCM Investment Advisors
California
$1.06M -$103K -209 -9%
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