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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 %
AWM
1076
Avitas Wealth Management
California
$938K -$67.8K -138 -7%
USCWA
1077
U.S. Capital Wealth Advisors
Texas
$930K -$53.1K -108 -5%
WFG
1078
Wormser Freres Gestion
France
$923K -$61.2K -127 -6%
1IA
1079
1834 Investment Advisors
Wisconsin
$922K -$258K -525 -22%
CI
1080
CX Institutional
Indiana
$920K +$13.8K +28 +2%
CGL
1081
Clarius Group LLC
Washington
$915K -$48K -98 -5%
CAM
1082
Creekmur Asset Management
Illinois
$911K +$676K +1,377 +289%
CFP
1083
Catalyst Financial Partners
Massachusetts
$910K +$41.8K +85 +5%
MA
1084
Mutual Advisors
Nebraska
$909K +$230K +450 +34%
SMA
1085
Sage Mountain Advisors
Georgia
$906K +$43.7K +89 +5%
EWM
1086
Empirical Wealth Management
Washington
$902K +$79.1K +161 +10%
LCWP
1087
Legacy Capital Wealth Partners
Arkansas
$902K +$448K +913 +99%
AGP
1088
Autumn Glory Partners
Texas
$902K +$533K +1,084 +145%
LAM
1089
Lewis Asset Management
California
$897K – – –
PP
1090
Patron Partners
Texas
$896K -$10.8K -22 -1%
FMP
1091
Financial Management Professionals
Texas
$894K +$101K +206 +13%
TPA
1092
Trivium Point Advisory
Connecticut
$893K +$76.7K +143 +9%
1CP
1093
17 Capital Partners
Arizona
$892K -$181K -368 -17%
GWM
1094
Geneos Wealth Management
Colorado
$891K +$332K +675 +59%
PCG
1095
Prosperity Consulting Group
Maryland
$888K -$11.8K -24 -1%
IWA
1096
Icon Wealth Advisors
Texas
$887K +$1.47K +3 +0.2%
MMA
1097
Miracle Mile Advisors
California
$887K +$63.4K +129 +8%
GS
1098
GTS Securities
New York
$877K -$2.07M -4,213 -70%
FHC
1099
First Heartland Consultants
Missouri
$870K +$1.47K +3 +0.2%
EG
1100
Ellerson Group
Maryland
$870K – – –
42 43
44
45 46