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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.

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
Norges Bank
1
Norges Bank
Norway
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$2.15B
3
Millennium Management
3
Millennium Management
New York
$98.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$7.17B
5
Edgewood Management
5
Edgewood Management
Connecticut
$1.49B
Name Market Value Shares Shares
Change 		Shares
Change %
CSC
1876
Caldwell Sutter Capital
California
$8.84K 18 -8 -31%
PSB
1877
Piscataqua Savings Bank
New Hampshire
$8.84K 18 – –
OC
1878
Oakworth Capital
Alabama
$8.35K 17 – –
LIS
1879
Legacy Investment Solutions
Idaho
$8.05K 15 +15 New
LWMI
1880
Legacy Wealth Management (Idaho)
Idaho
$8.05K 15 +15 New
MIM
1881
Macroview Investment Management
Maryland
$7.86K 16 +16 New
BGAI
1882
Bruce G. Allen Investments
Colorado
$7.86K 16 – –
PWMG
1883
Private Wealth Management Group
New Jersey
$7.37K 15 – –
PP
1884
Pingora Partners
Wyoming
$7.37K 15 – –
WCM
1885
Westend Capital Management
California
$7.37K 15 – –
SWA
1886
SOA Wealth Advisors
New York
$7.37K 15 +12 +400%
DWS
1887
Dynamic Wealth Strategies
California
$7K 15 – –
FPB
1888
First PREMIER Bank
South Dakota
$7K 14 +14 New
DPW
1889
DiNuzzo Private Wealth
Pennsylvania
$6.88K 14 – –
NMG
1890
New Millennium Group
Utah
$6.88K 14 – –
GFPC
1891
Global Financial Private Client
Florida
$6.39K 13 – –
JGIA
1892
Jackson Grant Investment Advisers
Connecticut
$5.9K 12 – –
WSC
1893
Wellington Shields & Co
New York
$5.4K 11 – –
GWP
1894
Gen-Wealth Partners
Michigan
$5.14K 10 – –
LIM
1895
Longfellow Investment Management
Massachusetts
$4.91K 10 – –
CA
1896
Claris Advisors
Missouri
$4.42K 9 +9 New
TCM
1897
TruNorth Capital Management
Michigan
$4.42K 9 – –
PS
1898
PayPay Securities
Japan
$4.42K 9 +1 +13%
CWA
1899
Carolina Wealth Advisors
South Carolina
$4.42K 9 +9 New
TCM
1900
TD Capital Management
Tennessee
$4.42K 9 +9 New
74 75
76
77 78