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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 %
CCWM
1601
Correct Capital Wealth Management
Missouri
$246K – – –
GAM
1602
Gemmer Asset Management
California
$245K – – –
HIM
1603
Hillsdale Investment Management
Ontario, Canada
$245K +$245K +499 New
AIA
1604
Angeles Investment Advisors
California
$244K – – –
MWA
1605
Midland Wealth Advisors
Illinois
$243K -$29.5K -60 -11%
QPWM
1606
Quadrant Private Wealth Management
Pennsylvania
$242K +$242K +493 New
NCM
1607
Novare Capital Management
North Carolina
$242K – – –
CIC
1608
Carnegie Investment Counsel
Ohio
$241K +$4.42K +9 +2%
PA
1609
Prossimo Advisors
California
$240K – – –
OWA
1610
Opal Wealth Advisors
New York
$239K +$32.4K +66 +16%
TIA
1611
Trust Investment Advisors
Indiana
$239K +$1.97K +4 +0.8%
MCWA
1612
Meadow Creek Wealth Advisors
Georgia
$239K +$239K +487 New
FRM
1613
Fox Run Management
Connecticut
$239K +$239K +486 New
QL
1614
Quarry LP
New York
$237K +$181K +368 +320%
LSA
1615
Lansing Street Advisors
Pennsylvania
$237K +$237K +483 New
FM
1616
Foster & Motley
Ohio
$236K +$7.36K +15 +3%
VBCG
1617
Valley Brook Capital Group
Pennsylvania
$236K +$236K +480 New
CIS
1618
Continental Investors Services
Washington
$236K -$1.45K -3 -0.6%
GFG
1619
Goldstone Financial Group
Illinois
$235K +$235K +479 New
HAS
1620
HBW Advisory Services
California
$235K +$235K +479 New
CWM
1621
Centric Wealth Management
Illinois
$235K – – –
MAC
1622
Mason & Associates (California)
California
$235K +$235K +478 New
BMM
1623
Buffington Mohr McNeal
Idaho
$234K -$1.47K -3 -0.6%
SAM
1624
S.A. Mason
Michigan
$233K +$4.91K +10 +2%
RIL
1625
Rothschild Investment LLC
Illinois
$233K -$888K -1,807 -79%
63 64
65
66 67