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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 %
WPC
1151
Waters Parkerson & Co
Louisiana
$757K – – –
PCM
1152
Prelude Capital Management
New York
$757K +$44.2K +90 +6%
RFA
1153
Resurgent Financial Advisors
Georgia
$755K +$755K +1,536 New
CT
1154
Chicago Trust
Illinois
$755K -$37.3K -76 -5%
SAM
1155
Secure Asset Management
Michigan
$754K +$42.8K +87 +6%
BFIM
1156
Beese Fulmer Investment Management
Ohio
$753K -$43.7K -89 -5%
RCA
1157
Resonant Capital Advisors
Wisconsin
$750K +$58.5K +119 +8%
PWMAG
1158
Pinnacle Wealth Management Advisory Group
New Jersey
$749K -$24.6K -50 -3%
QWP
1159
Quotient Wealth Partners
Texas
$748K +$40.3K +82 +6%
OCM
1160
One Capital Management
California
$746K -$126K -257 -14%
CSWM
1161
Cassady Schiller Wealth Management
Ohio
$744K – – –
EAM
1162
Empirical Asset Management
Massachusetts
$743K -$42.5K -911 -5%
HI
1163
Harbour Investments
Wisconsin
$743K +$19.2K +39 +3%
LI
1164
LRI Investments
Florida
$742K +$37.7K +70 +5%
RMDI
1165
R.M. Davis Inc
Maine
$741K -$6.88K -14 -0.9%
AF
1166
Aviso Financial
Ontario, Canada
$741K +$29K +59 +4%
WA
1167
WBH Advisory
Maryland
$737K +$491 +1 +0.1%
BWM
1168
Brophy Wealth Management
New Hampshire
$737K +$737K +1,500 New
1W
1169
1776 Wealth
Georgia
$735K -$43.7K -89 -6%
VCA
1170
Verdence Capital Advisors
Maryland
$734K -$103K -210 -12%
NPF
1171
Norris Perne & French
Michigan
$733K – – –
PFA
1172
Pure Financial Advisors
California
$727K -$13.3K -27 -2%
MWM
1173
Modera Wealth Management
New Jersey
$726K -$122K -248 -14%
CA
1174
Cambridge Advisors
Nebraska
$726K – – –
TC
1175
Truvestments Capital
Florida
$725K +$91.4K +186 +14%
45 46
47
48 49