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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 %
IP
1276
Investment Partners
Ohio
$541K – – –
WLG
1277
Williamson Legacy Group
Indiana
$540K +$540K +1,100 New
KFA
1278
Kapstone Financial Advisors
Ohio
$538K – – –
ZIC
1279
ZWJ Investment Counsel
Georgia
$537K – – –
FP
1280
Financial Perspectives
Minnesota
$536K – – –
WPW
1281
Warther Private Wealth
Ohio
$535K – – –
NGA
1282
Naples Global Advisors
Florida
$533K – – –
TWA
1283
TCI Wealth Advisors
Arizona
$533K +$6.88K +14 +1%
FMN
1284
Financial Management Network
California
$530K +$2.41K +5 +0.5%
PRS
1285
Pinkerton Retirement Specialists
Idaho
$530K +$530K +1,078 New
SFS
1286
Sharp Financial Services
Pennsylvania
$528K – – –
HWA
1287
HCR Wealth Advisors
California
$525K -$491 -1 -0.1%
AWA
1288
Arete Wealth Advisors
Illinois
$525K +$525K +1,070 New
AI
1289
AXS Investments
New York
$524K +$8.35K +17 +2%
PCP
1290
Proficio Capital Partners
Massachusetts
$523K -$279K -568 -35%
FAG
1291
Fortitude Advisory Group
Washington
$522K +$10.3K +21 +2%
FWM
1292
FFT Wealth Management
Pennsylvania
$520K +$121K +247 +30%
CSIC
1293
Clifford Swan Investment Counsel
California
$516K – – –
EWM
1294
Evercore Wealth Management
New York
$515K -$44.7K -91 -8%
PNAA
1295
Pictet North America Advisors
Switzerland
$515K – – –
EIP
1296
Epoch Investment Partners
New York
$514K +$4.91K +10 +1%
MA
1297
MONECO Advisors
Connecticut
$513K +$29K +59 +6%
CC
1298
Callan Capital
California
$511K +$186K +379 +57%
EWA
1299
EverSource Wealth Advisors
Alabama
$511K -$57.5K -117 -10%
EWA
1300
Encompass Wealth Advisors
Oregon
$508K – – –
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