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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
$4.91B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$5.39B
4
GQG Partners
GQG Partners
Florida
$395M
5
WSFS
Wilmington Savings Fund Society
Delaware
$273M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$2.15B
2
Millennium Management
Millennium Management
New York
$98.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.17B
4
Edgewood Management
Edgewood Management
Connecticut
$1.49B
5
Jennison Associates
Jennison Associates
New York
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
D
1401
Diversified
Delaware
$399K +$7.37K +15 +2%
DE
1402
Diversified Enterprises
Delaware
$399K +$399K +813 New
IC
1403
Iconiq Capital
California
$398K +$398K +810 New
PAG
1404
Private Advisory Group
Washington
$398K +$398K +810 New
IBOK
1405
Independence Bank of Kentucky
Kentucky
$397K -$18.2K -37 -4%
RA
1406
Riversedge Advisors
Delaware
$397K +$4.42K +9 +1%
HFS
1407
Howard Financial Services
Texas
$395K +$2.95K +6 +0.8%
CP
1408
Canopy Partners
Ohio
$394K +$1.97K +4 +0.5%
ACM
1409
Arcataur Capital Management
Wisconsin
$394K – – –
PMG
1410
ProVise Management Group
Florida
$394K – – –
JAG
1411
Journey Advisory Group
Kentucky
$393K – – –
PI
1412
Parkside Investments
Illinois
$393K -$49.1K -100 -11%
AL
1413
Arnhold LLC
New York
$393K – – –
BBA
1414
BLB&B Advisors
Pennsylvania
$388K +$2.95K +6 +0.8%
SC
1415
Saiph Capital
New Jersey
$387K -$4.91K -10 -1%
ACM
1416
Advance Capital Management
Michigan
$387K +$8.84K +18 +2%
AWM
1417
Ariadne Wealth Management
California
$386K +$386K +737 New
NFG
1418
Nations Financial Group
Iowa
$386K +$46.7K +95 +14%
CIS
1419
Custom Index Systems
New York
$385K -$16.7K -34 -4%
SWP
1420
Semus Wealth Partners
Florida
$385K +$13.3K +27 +4%
MC
1421
Middleton & Co
Massachusetts
$385K – – –
CIA
1422
Capital Investment Advisors
Georgia
$382K +$26K +53 +7%
LFAS
1423
Level Four Advisory Services
Texas
$381K -$11.1K -22 -3%
EW
1424
Evoke Wealth
California
$380K +$380K +774 New
KIM
1425
Kestra Investment Management
Texas
$380K +$380K +773 New
55 56
57
58 59