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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 %
OWA
1701
Outlook Wealth Advisors
Texas
$200K +$200K +408 New
GSEP
1702
Golden State Equity Partners
California
$195K -$273K -555 -58%
BCP
1703
Blue Chip Partners
Michigan
$186K – – –
ACM
1704
Adalta Capital Management
New York
$184K – – –
CA
1705
Crewe Advisors
Utah
$182K – – –
HBW
1706
Hazlett, Burt & Watson
West Virginia
$177K +$9.78K +20 +6%
GEA
1707
Glen Eagle Advisors
New Jersey
$176K – – –
RA
1708
Rise Advisors
New York
$174K -$3.93K -8 -2%
CC
1709
Centiva Capital
New York
$174K +$174K +355 New
AWM
1710
Atticus Wealth Management
Florida
$173K +$15.2K +31 +10%
A
1711
AlphaQuest
New York
$173K +$173K +353 New
CAL
1712
Capital Analysts LLC
Pennsylvania
$172K +$38.3K +78 +29%
MHR
1713
Matthew Hamilton Rosenberg
$169K +$7.86K +16 +5%
EFP
1714
EnRich Financial Partners
Wisconsin
$165K – – –
CAM
1715
Clarity Asset Management
Iowa
$160K +$160K +326 New
FPFS
1716
First Personal Financial Services
North Carolina
$160K +$491 +1 +0.3%
TIM
1717
Tortoise Investment Management
New York
$158K +$27.5K +56 +21%
WB
1718
Webster Bank
Connecticut
$158K – – –
PMFA
1719
Plante Moran Financial Advisors
Michigan
$155K -$5.9K -12 -4%
PWA
1720
Provenance Wealth Advisors
Florida
$155K +$10.8K +22 +8%
CCM
1721
CAAS Capital Management
New York
$147K +$147K +300 New
RCM
1722
Raleigh Capital Management
North Carolina
$144K +$4.91K +10 +4%
OP
1723
ORG Partners
Indiana
$144K -$11.3K -23 -7%
BC
1724
BIT Capital
Germany
$141K +$141K +287 New
MCM
1725
MV Capital Management
Maryland
$136K +$3.44K +7 +3%
67 68
69
70 71