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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 %
WMA
1326
Wealth Management Associates
New Jersey
$484K +$27.5K +56 +6%
TSWM
1327
Triangle Securities Wealth Management
North Carolina
$481K -$24.6K -50 -5%
KHCM
1328
Kirtland Hills Capital Management
Ohio
$480K +$64.8K +132 +16%
AIM
1329
Acropolis Investment Management
Missouri
$480K +$4.42K +9 +0.9%
AB
1330
Atlas Brown
Kentucky
$478K -$18.7K -38 -4%
GSIAS
1331
Garden State Investment Advisory Services
New Jersey
$478K +$8.84K +18 +2%
GB
1332
Goepper Burkhardt
South Carolina
$478K – – –
WFI
1333
West Family Investments
California
$476K +$116K +237 +32%
PPWM
1334
Perissos Private Wealth Management
Oklahoma
$475K – – –
WMWM
1335
Whitaker-Myers Wealth Managers
Ohio
$474K +$25.1K +51 +6%
SW
1336
StrongBox Wealth
Missouri
$474K +$37.3K +76 +9%
APP
1337
Avantax Planning Partners
Iowa
$473K -$542K -1,103 -53%
MAG
1338
MRA Advisory Group
New Jersey
$471K +$105K +214 +29%
PTC
1339
Private Trust Company
Ohio
$471K +$239K +486 +103%
OCM
1340
Objective Capital Management
Ohio
$467K +$467K +951 New
LWA
1341
Ledgewood Wealth Advisors
New Hampshire
$467K +$24.6K +50 +6%
WRM
1342
Weybosset Research & Management
Rhode Island
$465K – – –
SIMG
1343
Sonora Investment Management Group
Arizona
$462K +$31.9K +65 +7%
MAG
1344
Mokosak Advisory Group
Iowa
$462K – – –
CSI
1345
Cross Staff Investments
New York
$460K – – –
VA
1346
Valmark Advisers
Ohio
$459K +$12.8K +26 +3%
AW
1347
Avion Wealth
Texas
$459K +$3.44K +7 +0.8%
SN
1348
Sittner & Nelson
Oregon
$459K -$12.3K -25 -3%
OL
1349
OneFund LLC
Florida
$456K +$4.91K +10 +1%
DP
1350
Dearborn Partners
Illinois
$455K – – –
52 53
54
55 56