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Intuitive Surgical
ISRG

Overview Fund Activity

1,932 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, 641 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,932
Holders Change
+129
Holders Change %
+7.15%
% of All Funds
27.95%
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
641
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 %
FPCP
1676
Fort Point Capital Partners
California
$211K +$211K +429 New
MPM
1677
Meritage Portfolio Management
Kansas
$210K +$210K +427 New
EWM
1678
Evermay Wealth Management
Virginia
$210K +$51.6K +105 +33%
TA
1679
TruWealth Advisors
Louisiana
$209K +$209K +426 New
MF
1680
Manchester Financial
California
$209K +$209K +425 New
C
1681
CEDRUS
Colorado
$208K +$208K +424 New
BCM
1682
Blume Capital Management
California
$208K +$3.93K +8 +2%
AA
1683
Auxano Advisors
Washington
$208K +$208K +423 New
MC
1684
Matisse Capital
Oregon
$208K +$208K +423 New
PCH
1685
PGIM Custom Harvest
New Jersey
$208K +$208K +423 New
BCP
1686
Berkeley Capital Partners
Georgia
$207K +$207K +422 New
NRC
1687
New Republic Capital
North Carolina
$207K -$88.9K -181 -30%
RTC
1688
Riverview Trust Company
Washington
$207K -$17.7K -36 -8%
MHWM
1689
Montz Harcus Wealth Management
Louisiana
$207K +$207K +421 New
MW
1690
MBL Wealth
North Carolina
$206K +$206K +420 New
GAM
1691
Griffin Asset Management
New York
$206K +$206K +419 New
WEG
1692
World Equity Group
Illinois
$205K +$205K +417 New
RWM
1693
Reston Wealth Management
Virginia
$205K +$205K +417 New
MFC
1694
Morris Financial Concepts
South Carolina
$204K +$204K +415 New
NSLI
1695
Nan Shan Life Insurance
Taiwan
$203K -$45.1M -91,823 -100%
BCM
1696
Buckhead Capital Management
Georgia
$203K +$203K +413 New
1WM
1697
1900 Wealth Management
Texas
$202K +$202K +412 New
OWP
1698
Obermeyer Wealth Partners
Colorado
$202K +$202K +412 New
CWG
1699
Crown Wealth Group
North Carolina
$201K +$201K +410 New
CMF
1700
Counterpoint Mutual Funds
California
$200K +$200K +408 New
66 67
68
69 70