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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 %
PWG
1251
Portside Wealth Group
Utah
$572K +$76.6K +156 +15%
BTWM
1252
Baker Tilly Wealth Management
Wisconsin
$572K +$104K +212 +22%
BWA
1253
Bordeaux Wealth Advisors
California
$570K +$13.8K +28 +2%
MC
1254
Moors & Cabot
Massachusetts
$569K – – –
CW
1255
Channel Wealth
California
$569K -$29.5K -60 -5%
TSMHT
1256
Thurston Springer Miller Herd & Titak
Indiana
$569K +$91.4K +186 +19%
BFG
1257
Beacon Financial Group
Texas
$567K +$92.8K +189 +20%
RPC
1258
Rossmore Private Capital
Connecticut
$566K – – –
FDS
1259
First Dallas Securities
Texas
$565K -$49.1K -100 -8%
NL
1260
Navalign LLC
California
$565K – – –
MPWT
1261
MassMutual Private Wealth & Trust
Connecticut
$564K +$44.2K +90 +9%
CMS
1262
Capital Market Strategies
Florida
$563K -$9.33K -19 -2%
WWM
1263
Wolff Wiese Magana
California
$563K +$14.7K +30 +3%
CH
1264
Cromwell Holdings
Wyoming
$562K – – –
SPC
1265
Spirepoint Private Client
Florida
$562K +$3.44K +7 +0.6%
LWM
1266
LJI Wealth Management
Indiana
$560K +$7.86K +16 +1%
DTL
1267
Dynamic Technology Lab
Singapore
$559K +$559K +1,139 New
GWSG
1268
GPS Wealth Strategies Group
Colorado
$556K -$173K -353 -24%
TWM
1269
Trueblood Wealth Management
Ohio
$556K +$26K +53 +5%
RWP
1270
Revolve Wealth Partners
New Jersey
$555K -$491 -1 -0.1%
NC
1271
Northcape Capital
Australia
$550K -$332K -676 -38%
TW
1272
TrinityPoint Wealth
Connecticut
$549K +$2.95K +6 +0.5%
4WM
1273
44 Wealth Management
Oregon
$545K +$545K +1,064 New
9WM
1274
9258 Wealth Management
Ohio
$545K -$2.95K -6 -0.5%
TSS
1275
Two Sigma Securities
New York
$541K -$442K -899 -45%
49 50
51
52 53