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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 %
WIM
1901
Westside Investment Management
California
$4.06K 9 – –
AP
1902
Aspect Partners
Virginia
$3.93K 8 – –
TAM
1903
Tucker Asset Management
Colorado
$3.93K 8 – –
DWA
1904
Delos Wealth Advisors
Texas
$3.44K 7 -60 -90%
HFS
1905
Horizon Financial Services
North Carolina
$3.44K 7 – –
PA
1906
Pineridge Advisors
Missouri
$3.44K 7 – –
Twin Tree Management
1907
Twin Tree Management
Texas
$2.95K 6 -1 -14%
PGAM
1908
Princeton Global Asset Management
New Jersey
$2.95K 6 – –
HFM
1909
Hartford Financial Management
Connecticut
$2.95K 6 – –
BSB
1910
Bangor Savings Bank
Maine
$2.95K 6 – –
HWP
1911
Highline Wealth Partners
California
$2.95K 6 +5 +500%
FAM
1912
Flaharty Asset Management
Florida
$2.95K 6 +6 New
VAMG
1913
Voisard Asset Management Group
Michigan
$2.95K 6 +6 New
HCP
1914
Hexagon Capital Partners
Arkansas
$2.46K 5 +5 New
HF
1915
Halpern Financial
Virginia
$2.43K 5 +5 New
IAIM
1916
International Assets Investment Management
Florida
$2.22K 1,090,619 +1,088,415 +49,384%
EFMH
1917
E Fund Management (HK)
Hong Kong
$2K 5 – –
WA
1918
WestEnd Advisors
North Carolina
$1.97K 4 – –
GFL
1919
Granite FO LLC
New Hampshire
$1.97K 4 +4 New
CAM
1920
ClariVest Asset Management
California
$1.78K 4 – –
SWS
1921
SYSTM Wealth Solutions
Illinois
$1.47K 3 -10,998 -100%
GWSA
1922
Global Wealth Strategies & Associates
Colorado
$1.47K 3 – –
DFA
1923
DHJJ Financial Advisors
Illinois
$983 2 – –
PG
1924
Proffitt & Goodson
Tennessee
$983 2 +2 New
PI
1925
PEAK6 Investments
Illinois
$912 2 – –
75 76
77
78 79