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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
1
Massachusetts Financial Services
Massachusetts
$559M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.91B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.39B
4
GQG Partners
4
GQG Partners
Florida
$395M
5
WSFS
5
Wilmington Savings Fund Society
Delaware
$273M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$2.15B
2
Millennium Management
2
Millennium Management
New York
$98.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.17B
4
Edgewood Management
4
Edgewood Management
Connecticut
$1.49B
5
Jennison Associates
5
Jennison Associates
New York
$1.66B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
1576
Cascade Financial Partners
California
$256K – – –
MCM
1577
Mengis Capital Management
Oregon
$256K – – –
WBC
1578
West Branch Capital
Massachusetts
$256K +$491 +1 +0.2%
TFF
1579
The Family Firm
Maryland
$256K +$46.2K +94 +22%
EWM
1580
EPG Wealth Management
Georgia
$256K +$256K +521 New
AWM
1581
Abound Wealth Management
Tennessee
$256K +$5.4K +11 +2%
FAT
1582
First American Trust
California
$255K -$15.2K -31 -6%
KCM
1583
Kanawha Capital Management
Virginia
$255K +$29.5K +60 +13%
SIA
1584
Soltis Investment Advisors
Utah
$255K +$28.5K +58 +13%
CFS
1585
Commonwealth Financial Services
West Virginia
$254K +$5.33K +11 +2%
PWLP
1586
Prio Wealth Limited Partnership
Massachusetts
$253K – – –
LSPW
1587
Lake Street Private Wealth
Illinois
$253K -$2.01M -4,094 -89%
SFP
1588
Sweet Financial Partners
Minnesota
$251K +$2.46K +5 +1%
WFMPM
1589
Woodley Farra Manion Portfolio Management
Indiana
$251K – – –
AHL
1590
Abel Hall LLC
Louisiana
$250K +$13.8K +28 +6%
SF
1591
Safeguard Financial
Wisconsin
$250K +$250K +508 New
FWA
1592
FSM Wealth Advisors
Ohio
$249K +$249K +507 New
FFA
1593
Fi3 Financial Advisors
Indiana
$249K -$8.84K -18 -3%
BIA
1594
Benchmark Investment Advisors
Illinois
$248K -$2.46K -5 -1%
FBT
1595
First Bankers Trust
Kentucky
$248K +$1.97K +4 +0.8%
MMPW
1596
Mitchell McLeod Pugh & Williams
Alabama
$247K +$9.83K +20 +4%
NW
1597
Naviter Wealth
Arkansas
$247K – – –
Dodge & Cox
1598
Dodge & Cox
California
$246K – – –
ITIM
1599
Indiana Trust & Investment Management
Indiana
$246K – – –
PAM
1600
Paradigm Asset Management
New York
$246K – – –
62 63
64
65 66