ISRG icon

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 %
DAC
1476
Dividend Assets Capital
South Carolina
$328K – – –
SHWM
1477
Smith & Howard Wealth Management
Georgia
$328K – – –
FFA
1478
Fragasso Financial Advisors
Pennsylvania
$328K +$26.5K +54 +9%
HI
1479
Hendershot Investments
Virginia
$327K -$13.8K -28 -4%
FTIS
1480
First Trust Investment Solutions
Florida
$327K +$44.7K +91 +16%
T
1481
TOBAM
France
$325K +$39.8K +81 +14%
CHP
1482
Cable Hill Partners
Oregon
$324K -$13.3K -27 -4%
VCM
1483
Viewpoint Capital Management
Washington
$323K – – –
KC
1484
Kades & Cheifetz
Pennsylvania
$323K -$1.47K -3 -0.5%
AWE
1485
Avidian Wealth Enterprises
Texas
$322K +$21.1K +43 +7%
OL
1486
Optas LLC
Texas
$320K +$37.8K +77 +13%
BWM
1487
BlackDiamond Wealth Management
New York
$319K +$319K +594 New
BHB
1488
Bank Hapoalim BM
Israel
$318K -$98.3K -200 -24%
BBNA
1489
Bremer Bank National Association
Minnesota
$315K -$9.33K -19 -3%
SIMG
1490
Stephens Investment Management Group
Texas
$315K – – –
RSS
1491
Rosenblum Silverman Sutton
California
$314K -$27K -55 -8%
SIG
1492
Spinnaker Investment Group
California
$314K – – –
HTHT
1493
Hemenway Trust Hemenway Trust
New Hampshire
$314K – – –
SCTC
1494
Sanibel Captiva Trust Company
Florida
$311K +$3.93K +8 +1%
Two Sigma Investments
1495
Two Sigma Investments
New York
$310K -$672K -1,368 -68%
SP
1496
Successful Portfolios
Florida
$310K – – –
FFA
1497
First Foundation Advisors
California
$310K +$8.84K +18 +3%
CWP
1498
Capital Wealth Planning
Florida
$309K +$309K +628 New
MAWA
1499
Moss Adams Wealth Advisors
Washington
$308K +$51.6K +105 +20%
JMFC
1500
J.M. Forbes & Co
Massachusetts
$308K +$35.4K +72 +13%
58 59
60
61 62