ISRG icon

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 %
CF
1051
Centaurus Financial
California
$1.01M -$307K -624 -23%
JWM
1052
JGP Wealth Management
Oregon
$1.01M +$41.3K +84 +4%
BFP
1053
Beacon Financial Planning
Massachusetts
$1M – – –
BWP
1054
Balboa Wealth Partners
Arizona
$1,000K -$1.07M -2,187 -52%
ZF
1055
Zega Financial
Florida
$992K -$80.6K -164 -8%
VEA
1056
Virtus ETF Advisers
New York
$985K -$121K -247 -11%
FIM
1057
Freedom Investment Management
Connecticut
$985K – – –
NI
1058
NCP Inc
California
$983K – – –
CCAM
1059
Codex Capital Asset Management
Texas
$983K – – –
PIMJS
1060
PKO Investment Management Joint-Stock
Poland
$983K – – –
MG
1061
Mather Group
Illinois
$979K -$186K -378 -16%
WIM
1062
WealthPlan Investment Management
Nebraska
$974K +$252K +513 +35%
WMP
1063
Wealth Management Partners
Arizona
$972K +$16.7K +34 +2%
CB
1064
Centennial Bank
Arkansas
$972K -$16.2K -33 -2%
SQA
1065
Simon Quick Advisors
New Jersey
$969K +$74.7K +152 +8%
FFM
1066
Forum Financial Management
Illinois
$966K +$17.2K +35 +2%
BOM
1067
Bank of Marin
California
$962K – – –
AIA
1068
Alera Investment Advisors
Illinois
$962K +$82.5K +168 +9%
NB
1069
NBT Bank
New York
$956K +$130K +264 +16%
HWA
1070
Heritage Wealth Advisors
Virginia
$954K -$24.6K -50 -3%
SWM
1071
SeaCrest Wealth Management
New York
$953K -$20.1K -41 -2%
EFS
1072
Essex Financial Services
Connecticut
$953K +$96.8K +187 +11%
PPC
1073
Park Place Capital
Alabama
$952K +$51.6K +105 +6%
JGGDR
1074
JGP Global Gestao de Recursos
Brazil
$949K +$82.5K +168 +10%
AFP
1075
Ausdal Financial Partners
Iowa
$943K -$3.93K -8 -0.4%
41 42
43
44 45