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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 %
AA
1226
AlphaCentric Advisors
Puerto Rico
$614K -$368K -750 -38%
DWM
1227
Drive Wealth Management
Utah
$614K -$3.93K -8 -0.6%
IAG
1228
Investmark Advisory Group
Connecticut
$613K +$7.37K +15 +1%
CPIA
1229
Cornell Pochily Investment Advisors
New York
$609K +$12.3K +25 +2%
PPW
1230
Parcion Private Wealth
Washington
$609K +$113K +231 +23%
TNA
1231
True North Advisors
Texas
$605K +$12.3K +25 +2%
AFG
1232
ABLE Financial Group
Arizona
$604K +$604K +1,230 New
PCI
1233
Planning Center Inc
Illinois
$598K +$7.86K +16 +1%
CA
1234
Claro Advisors
Massachusetts
$596K +$152K +310 +34%
MSS
1235
Mitchell Sinkler & Starr
Pennsylvania
$594K +$17.7K +36 +3%
KAS
1236
KPP Advisory Services
Kentucky
$593K – – –
RF
1237
RHS Financial
California
$589K +$589K +1,199 New
CC
1238
Corton Capital
Ontario, Canada
$589K +$589K +1,198 New
WB
1239
WesBanco Bank
West Virginia
$588K +$1.97K +4 +0.3%
EDRH
1240
Edmond de Rothschild Holding
Switzerland
$586K -$9.92M -20,202 -94%
YC
1241
Yarbrough Capital
Tennessee
$585K – – –
VC
1242
Veery Capital
Delaware
$584K – – –
OAM
1243
Oxford Asset Management
United Kingdom
$582K +$582K +1,184 New
AA
1244
Apriem Advisors
California
$581K – – –
CWP
1245
Concord Wealth Partners
Virginia
$581K -$8.35K -17 -1%
ICP
1246
Interchange Capital Partners
Pennsylvania
$580K -$7.86K -16 -1%
SS
1247
Sunbelt Securities
Texas
$579K -$169K -344 -23%
CIM
1248
Contravisory Investment Management
Massachusetts
$577K – – –
IP
1249
Ignite Planners
California
$576K -$3.93K -8 -0.7%
SW
1250
Simplicity Wealth
New Jersey
$575K -$13.3M -26,975 -96%
48 49
50
51 52