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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 %
DWM
1426
Destination Wealth Management
California
$378K +$14.7K +30 +4%
TCWM
1427
Total Clarity Wealth Management
Illinois
$376K +$45.7K +93 +14%
PWA
1428
Physician Wealth Advisors
Utah
$376K -$18.2K -38 -5%
GGA
1429
Granite Group Advisors
Connecticut
$374K – – –
CNBT
1430
Canandaigua National Bank & Trust
New York
$372K – – –
UCMOK
1431
United Capital Management of KS
Kansas
$372K – – –
SF
1432
SWP Financial
California
$371K – – –
SSWM
1433
Smith Salley Wealth Management
North Carolina
$371K +$6.39K +13 +2%
TA
1434
TFG Advisers
Michigan
$370K +$17.7K +36 +5%
FC
1435
Fairscale Capital
New Hampshire
$369K – – –
BPWM
1436
Badgley Phelps Wealth Managers
Washington
$367K +$367K +748 New
CSPIA
1437
Cary Street Partners Investment Advisory
Virginia
$366K -$7.37K -15 -2%
MCWS
1438
McKinley Carter Wealth Services
West Virginia
$365K – – –
TPWA
1439
TRUE Private Wealth Advisors
Oregon
$365K -$179K -365 -33%
UIA
1440
Ulland Investment Advisors
Minnesota
$363K – – –
VWM
1441
Vigilare Wealth Management
Arizona
$363K -$78.6K -160 -18%
WWP
1442
WR Wealth Planners
Missouri
$362K +$14.7K +30 +4%
VDI
1443
Vaughan David Investments
Illinois
$360K – – –
WA
1444
Wambolt & Associates
Colorado
$360K -$119K -245 -25%
RA
1445
Riverstone Advisors
Texas
$359K +$78.6K +160 +28%
PFBT
1446
Parkside Financial Bank & Trust
Missouri
$358K +$12.8K +26 +4%
SMA
1447
Seven Mile Advisory
New Jersey
$357K +$36.4K +74 +11%
MFG
1448
Magnus Financial Group
New York
$357K -$7.37K -15 -2%
KA
1449
Klingman & Associates
New York
$356K +$21.6K +44 +6%
GBT
1450
Grove Bank & Trust
Florida
$356K +$31K +63 +10%
56 57
58
59 60