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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 %
LSA
1301
Lion Street Advisors
Texas
$508K -$8.35K -17 -2%
SAI
1302
Systematic Alpha Investments
New Jersey
$506K – – –
ACGA
1303
Atlanta Consulting Group Advisors
Georgia
$505K +$505K +1,028 New
LJHT
1304
Laurie J. Hall Trustee
$504K – – –
CWM
1305
Connecticut Wealth Management
Connecticut
$504K -$12.3K -25 -2%
AIM
1306
Anchor Investment Management
South Carolina
$503K +$7.37K +15 +1%
SGCA
1307
Steel Grove Capital Advisors
Tennessee
$503K +$19.2K +40 +4%
BOS
1308
Bank of Stockton
California
$503K +$80.1K +163 +19%
AI
1309
Accredited Investors
Minnesota
$502K +$491 +1 +0.1%
JSW
1310
Journey Strategic Wealth
New Jersey
$501K +$38.8K +79 +8%
FAFN
1311
First Affirmative Financial Network
Colorado
$499K +$9.82K +20 +2%
PAM
1312
Palisade Asset Management
Minnesota
$496K – – –
TCM
1313
Tufton Capital Management
Maryland
$495K – – –
SFO
1314
Stokes Family Office
Louisiana
$494K – – –
HI
1315
Humankind Investments
New York
$493K -$68.3K -139 -12%
SAI
1316
Savvy Advisors Inc
New York
$493K +$493K +1,004 New
HGA
1317
Hobbs Group Advisors
South Carolina
$492K – – –
AA
1318
Alta Advisers
United Kingdom
$491K – – –
NAS
1319
Nicolet Advisory Services
Wisconsin
$491K +$33.6K +70 +7%
MWM
1320
Merriman Wealth Management
Washington
$489K +$3.93K +8 +0.8%
IIM
1321
Ipswich Investment Management
Massachusetts
$489K – – –
VCP
1322
Verus Capital Partners
Arizona
$488K +$60.4K +123 +14%
LFM
1323
LGT Fund Management
Liechtenstein
$487K – – –
GIA
1324
Guyasuta Investment Advisors
Pennsylvania
$486K – – –
AIA
1325
AIMZ Investment Advisors
California
$486K – – –
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