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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 %
SW
1526
SMART Wealth
Nebraska
$290K +$290K +590 New
C
1527
Covestor
United Kingdom
$289K -$1.47K -3 -0.5%
LIM
1528
Letson Investment Management
Georgia
$289K – – –
MFIM
1529
Mesirow Financial Investment Management
Illinois
$287K +$2.95K +6 +1%
PFT
1530
Providence First Trust
Arizona
$287K +$287K +585 New
BPAMU
1531
BTG Pactual Asset Management US
New York
$287K +$287K +395 New
EGWAG
1532
Elwood & Goetz Wealth Advisory Group
Georgia
$285K +$285K +580 New
FA
1533
FDx Advisors
Illinois
$284K -$6.38K -13 -2%
JCM
1534
Jacobsen Capital Management
Utah
$281K +$18.7K +38 +7%
TSW
1535
Thompson Siegel & Walmsley
Virginia
$281K +$281K +572 New
EWA
1536
Exencial Wealth Advisors
Oklahoma
$279K +$21.1K +43 +8%
SWM
1537
Sugarloaf Wealth Management
Georgia
$279K +$16.7K +34 +6%
BCM
1538
Becker Capital Management
Oregon
$279K +$37.8K +77 +16%
PCMH
1539
Polymer Capital Management (HK)
Hong Kong
$277K +$277K +564 New
CWA
1540
Canvas Wealth Advisors
Kansas
$276K +$276K +562 New
NWWA
1541
New Wave Wealth Advisors
Arkansas
$276K -$39.8K -81 -13%
HOWA
1542
Heritage Oak Wealth Advisors
Florida
$276K +$276K +561 New
SLC
1543
Second Line Capital
Louisiana
$275K +$2.46K +5 +0.9%
RP
1544
Rice Partnership
Hawaii
$275K +$2.95K +6 +1%
ACG
1545
Allen Capital Group
Nebraska
$275K +$275K +559 New
HFP
1546
Holistic Financial Partners
Indiana
$274K +$17.2K +35 +7%
AT
1547
Avalon Trust
New Mexico
$273K -$24.6K -50 -8%
RZH
1548
Relyea Zuckerberg Hanson
Connecticut
$273K +$29.5K +60 +12%
AT
1549
Arlington Trust
Alabama
$272K – – –
BWA
1550
BlueChip Wealth Advisors
Georgia
$271K +$1.97K +4 +0.7%
60 61
62
63 64