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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 %
FWP
1351
FAS Wealth Partners
Kansas
$452K – – –
PFG
1352
Prosperity Financial Group
California
$451K +$5.4K +11 +1%
CWM
1353
Centurion Wealth Management
Virginia
$449K +$449K +914 New
TSW
1354
Three Seasons Wealth
Utah
$446K +$446K +908 New
VWA
1355
Visionary Wealth Advisors
Illinois
$444K -$81.6K -166 -16%
RSWM
1356
Robertson Stephens Wealth Management
California
$444K +$28K +57 +7%
NAMP
1357
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$442K – – –
CFM
1358
Catalyst Funds Management
Australia
$442K +$442K +900 New
PPWM
1359
Paragon Private Wealth Management
Kentucky
$442K +$68.8K +140 +18%
WAS
1360
WESPAC Advisors SoCal
California
$437K -$11.8K -24 -3%
KIG
1361
Kowal Investment Group
Wisconsin
$437K +$106K +216 +32%
PWS
1362
Proactive Wealth Strategies
Georgia
$436K +$436K +887 New
CG
1363
Clarus Group
Texas
$435K – – –
ATPW
1364
Ashton Thomas Private Wealth
Arizona
$434K -$9.83K -20 -2%
DFG
1365
Delta Financial Group
New Jersey
$434K +$7.37K +15 +2%
FFG
1366
Fiduciary Financial Group
California
$433K – – –
MWM
1367
Modern Wealth Management
Kansas
$432K +$39.3K +80 +10%
FMTC
1368
Farmers & Merchants Trust Company
California
$429K -$3.44K -7 -0.8%
KWM
1369
Kolinsky Wealth Management
New Jersey
$429K -$72.2K -147 -14%
SSWM
1370
Strait & Sound Wealth Management
California
$429K -$40.8K -83 -9%
CCMI
1371
Creative Capital Management Investments
California
$429K +$429K +873 New
GMA
1372
Glassy Mountain Advisors
Maryland
$426K – – –
CA
1373
Callahan Advisors
Texas
$423K – – –
CFG
1374
Cooper Financial Group
California
$422K +$113K +229 +36%
GAA
1375
Green Alpha Advisors
Colorado
$420K -$136K -276 -24%
53 54
55
56 57