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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 %
ACM
1651
Ashford Capital Management
Delaware
$221K – – –
WCM
1652
Weik Capital Management
Pennsylvania
$221K – – –
WLIM
1653
White Lighthouse Investment Management
Massachusetts
$220K -$19.7K -40 -8%
IFA
1654
Index Fund Advisors
California
$220K +$220K +447 New
FPGK
1655
Financial Partners Group (Kansas)
Kansas
$219K +$219K +446 New
S
1656
Sunpointe
Missouri
$218K +$218K +443 New
CWA
1657
Consilio Wealth Advisors
Washington
$218K +$218K +443 New
BOPW
1658
Brandywine Oak Private Wealth
Pennsylvania
$218K +$218K +443 New
GFA
1659
Gallagher Fiduciary Advisors
Illinois
$217K -$69.8K -142 -24%
CRI
1660
Colonial River Investments
Virginia
$216K -$1.34M -2,719 -86%
AF
1661
Apexium Financial
Texas
$216K +$216K +439 New
CMP
1662
Courage Miller Partners
Virginia
$215K +$215K +438 New
COCM
1663
Charter Oak Capital Management
New Hampshire
$214K +$214K +436 New
KCPG
1664
Kavar Capital Partners Group
Kansas
$214K +$214K +436 New
SFP
1665
Sandbox Financial Partners
Maryland
$214K +$214K +435 New
LNB
1666
Ledyard National Bank
$214K +$214K +435 New
CIP
1667
Convergence Investment Partners
Florida
$213K -$7.86K -16 -4%
JC
1668
JB Capital
Connecticut
$213K -$32K -65 -13%
IPAM
1669
Investment Partners Asset Management
New Jersey
$213K +$213K +433 New
AC
1670
AlphaCore Capital
California
$213K +$213K +433 New
CG
1671
Corundum Group
Colorado
$212K +$212K +432 New
BSI
1672
Bennett Selby Investments
Maine
$212K +$212K +432 New
LGG
1673
Luts & Greenleigh Group
Maryland
$211K +$211K +430 New
AWM
1674
Aviso Wealth Management
Washington
$211K +$211K +430 New
PJSIMP
1675
P.J. Schmidt Investment Management (PJS)
Wisconsin
$211K +$211K +430 New
65 66
67
68 69