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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
1101
Avior Wealth Management
Nebraska
$869K -$61.9K -126 -7%
NIA
1102
NIA Impact Advisors
California
$868K -$1.97K -4 -0.2%
HWA
1103
Hilltop Wealth Advisors
North Carolina
$866K +$866K +1,763 New
FAIM
1104
Financial Advocates Investment Management
Washington
$865K -$2.46K -5 -0.3%
MGIA
1105
Moneta Group Investment Advisors
Missouri
$863K -$58.5K -119 -6%
MTIC
1106
Missouri Trust & Investment Company
Missouri
$862K – – –
IAN
1107
Integrated Advisors Network
Texas
$861K +$105K +214 +14%
PA
1108
Pinnacle Associates
New York
$861K +$17.9K +53 +2%
RL
1109
Retireful LLC
Michigan
$860K -$301K -612 -26%
MWM
1110
Moran Wealth Management
Florida
$859K +$168K +341 +24%
PP
1111
Pegasus Partners
Wisconsin
$859K +$113K +231 +15%
ST
1112
Sabal Trust
Florida
$846K +$846K +1,722 New
TA
1113
TFB Advisors
Kansas
$844K +$38.8K +79 +5%
AA
1114
Advisory Alpha
Michigan
$839K +$143K +291 +21%
NAM
1115
NorthCrest Asset Manangement
Minnesota
$836K +$143K +291 +21%
MFS
1116
Monetta Financial Services
Illinois
$835K +$835K +1,700 New
ATFA
1117
All Terrain Financial Advisors
Minnesota
$835K – – –
Empower Advisory Group
1118
Empower Advisory Group
Colorado
$834K -$8.35K -17 -1%
ECA
1119
Elevated Capital Advisors
Utah
$833K -$1.97K -4 -0.2%
PCA
1120
Pallas Capital Advisors
Massachusetts
$832K +$36.3K +71 +5%
DFCM
1121
Dark Forest Capital Management
Puerto Rico
$831K +$831K +1,692 New
MIS
1122
Morningstar Investment Services
Illinois
$830K +$158K +330 +24%
PPP
1123
Private Portfolio Partners
New Jersey
$829K +$829K +1,688 New
IEFM
1124
IQ EQ Fund Management
Ireland
$826K +$31.4K +64 +4%
LOIM
1125
Liberty One Investment Management
Illinois
$821K -$67.3K -137 -8%
43 44
45
46 47