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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 %
DCM
1126
DGS Capital Management
New Jersey
$815K +$132K +268 +19%
First Manhattan
1127
First Manhattan
New York
$815K +$23.6K +48 +3%
PCM
1128
Parsons Capital Management
Rhode Island
$811K – – –
OWM
1129
OneAscent Wealth Management
Alabama
$810K -$106K -215 -12%
RCM
1130
RB Capital Management
Nevada
$804K +$2.46K +5 +0.3%
VCM
1131
Virtue Capital Management
Tennessee
$803K +$57.5K +117 +8%
NWAG
1132
Net Worth Advisory Group
Utah
$800K +$800K +1,628 New
PHIC
1133
Pine Haven Investment Counsel
Massachusetts
$795K +$4.91K +10 +0.6%
AFG
1134
Argent Financial Group
Louisiana
$794K +$794K +1,616 New
CCA
1135
Childress Capital Advisors
Texas
$789K +$13.8K +28 +2%
NG
1136
Norden Group
Utah
$788K +$179K +364 +29%
MUAMU
1137
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$786K -$1.82M -3,700 -70%
BLC
1138
Brown, Lisle/Cummings
Rhode Island
$784K +$118K +240 +18%
MMG
1139
Monetary Management Group
Missouri
$784K -$147K -300 -16%
PWA
1140
Prairie Wealth Advisors
Nebraska
$776K -$12.3K -25 -2%
SFI
1141
SPC Financial Inc
Maryland
$776K +$2.95K +6 +0.4%
CCIA
1142
Campbell & Co Investment Adviser
Maryland
$774K +$774K +1,576 New
JWCA
1143
J.W. Coons Advisors
Ohio
$773K +$1.97K +4 +0.3%
PWM
1144
Prosperity Wealth Management
California
$769K +$115K +235 +18%
DAM
1145
Draper Asset Management
New York
$769K +$216K +440 +39%
CCFM
1146
Clear Creek Financial Management
Washington
$762K +$32.4K +66 +4%
PNC
1147
Park National Corp
Ohio
$761K -$105K -214 -12%
RCAG
1148
Rehmann Capital Advisory Group
Michigan
$760K -$101K -206 -12%
MSFS
1149
Main Street Financial Solutions
Pennsylvania
$758K -$32.9K -67 -4%
SOS
1150
Silver Oak Securities
Tennessee
$758K +$640K +1,336 +545%
44 45
46
47 48