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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 %
MCM
1726
MV Capital Management
Maryland
$136K +$3.44K +7 +3%
JFGIW
1727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K -$534K -1,086 -80%
ADL
1728
Asset Dedication LLC
California
$135K +$21.6K +44 +19%
CCA
1729
Catalyst Capital Advisors
New York
$135K -$28K -57 -17%
CSC
1730
Cove Street Capital
California
$133K +$133K +270 New
HIIFS
1731
Harel Insurance Investments & Financial Services
Israel
$132K +$132K +269 New
NRG
1732
Nemes Rush Group
Michigan
$128K +$1.2K +3 +0.9%
CT
1733
Clearstead Trust
Maine
$128K – – –
CFFP
1734
Center for Financial Planning
Michigan
$127K – – –
DCP
1735
DSM Capital Partners
Florida
$122K – – –
NSIM
1736
North Star Investment Management
Illinois
$121K – – –
PI
1737
PGGM Investments
Netherlands
$121K +$121K +246 New
ANBT
1738
American National Bank & Trust
Texas
$120K – – –
FMII
1739
Farmers & Merchants Investments Inc
Nebraska
$115K – – –
CT
1740
Colonial Trust
South Carolina
$111K +$61.8K +126 +126%
SNB
1741
Security National Bank
Nebraska
$111K – – –
EBA
1742
Eagle Bay Advisors
New York
$109K -$192K -391 -64%
PWS
1743
Peterson Wealth Services
Utah
$109K +$109K +222 New
MSWM
1744
Mowery & Schoenfeld Wealth Management
Illinois
$108K +$108K +220 New
GC
1745
Garde Capital
Washington
$103K +$103K +210 New
CSB
1746
City State Bank
Iowa
$101K -$10.8K -22 -10%
NS
1747
NBC Securities
Alabama
$98K +$5.36K +11 +6%
JSAM
1748
J. Safra Asset Management
New York
$95.8K +$958 +2 +1%
PS
1749
Planned Solutions
California
$95.8K +$95.8K +195 New
FGA
1750
Fortis Group Advisors
New Jersey
$93.8K – – –
68 69
70
71 72