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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 %
BWP
1176
BSW Wealth Partners
Colorado
$720K +$181K +368 +34%
CIA
1177
Choate Investment Advisors
Massachusetts
$720K +$119K +242 +20%
ADIM
1178
Alpha DNA Investment Management
Maryland
$719K +$719K +1,463 New
BFO
1179
Biltmore Family Office
North Carolina
$716K +$29.5K +60 +4%
PIM
1180
Platinum Investment Management
Australia
$715K +$715K +1,455 New
GFP
1181
Guardian Financial Partners
California
$707K – – –
VFA
1182
Voya Financial Advisors
Connecticut
$707K -$89.1K -186 -11%
TFGT
1183
TS Financial Group (TSFG)
Illinois
$703K – – –
LA
1184
LVW Advisors
New York
$702K +$53.5K +109 +8%
OC
1185
Oarsman Capital
Wisconsin
$699K +$69.3K +141 +11%
SAW
1186
Signal Advisors Wealth
Michigan
$698K +$698K +1,421 New
ACP
1187
Aviance Capital Partners
Florida
$695K -$98.3K -200 -12%
TCWA
1188
Turtle Creek Wealth Advisors
Texas
$692K +$27K +55 +4%
BFC
1189
Blue Fin Capital
Rhode Island
$691K +$29.5K +60 +4%
CP
1190
Covenant Partners
Tennessee
$689K +$2.95K +6 +0.4%
BMCM
1191
Bryn Mawr Capital Management
Pennsylvania
$688K -$13.8K -28 -2%
LAM
1192
L2 Asset Management
Massachusetts
$687K +$23.1K +47 +3%
RWPA
1193
Richard W. Paul & Associates
Michigan
$686K -$141K -286 -17%
EA
1194
Everpar Advisors
Oklahoma
$683K -$9.33K -19 -1%
KA
1195
Kovack Advisors
Florida
$682K +$66.3K +135 +11%
AFG
1196
Atomi Financial Group
New York
$669K +$87.4K +178 +15%
FBB
1197
Fulton Breakefield Broenniman
Maryland
$669K -$47.2K -96 -7%
PWP
1198
Private Wealth Partners
California
$669K – – –
ECU
1199
Eisler Capital (UK)
United Kingdom
$669K +$669K +1,361 New
SIC
1200
SFE Investment Counsel
California
$665K -$24.6K -50 -4%
46 47
48
49 50