ISRG icon

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 %
JGC
1951
J. Goldman & Co
New York
– – -1,710 Closed
IIM
1952
InTrack Investment Management
Vermont
– – -1,700 Closed
MAM
1953
Martingale Asset Management
Massachusetts
– – -1,670 Closed
MIC
1954
Maxi Investments CY
Cyprus
– – -1,272 Closed
AC
1955
Allstate Corporation
Illinois
– – -1,214 Closed
VC
1956
Vicus Capital
Pennsylvania
– – -1,127 Closed
DS
1957
DRW Securities
Illinois
– – -962 Closed
FEG
1958
Financial Enhancement Group
Indiana
– – -893 Closed
TWM
1959
Thrive Wealth Management
Pennsylvania
– – -872 Closed
MIM
1960
Morningstar Investment Management
Illinois
– – -855 Closed
BC
1961
Bridgefront Capital
Texas
– – -810 Closed
FI
1962
Financial Insights
Washington
– – -807 Closed
MFG
1963
MidWestOne Financial Group
Iowa
– – -777 Closed
IA
1964
IFG Advisory
Georgia
– – -728 Closed
SMWM
1965
Silvia McColl Wealth Management
California
– – -725 Closed
SP
1966
Symmetry Partners
Connecticut
– – -709 Closed
OWMIAS
1967
One Wealth Management Investment & Advisory Services
Florida
– – -697 Closed
TWP
1968
Triad Wealth Partners
Kansas
– – -610 Closed
WP
1969
WealthPLAN Partners
Nebraska
– – -603 Closed
A
1970
AJOVista
Massachusetts
– – -593 Closed
IF
1971
Intrua Financial
Texas
– – -549 Closed
WWS
1972
Wellington Wealth Strategies
Indiana
– – -541 Closed
HWA
1973
Heartwood Wealth Advisors
Virginia
– – -524 Closed
AOWM
1974
Alpha Omega Wealth Management
Virginia
– – -506 Closed
DDPIC
1975
Deroy & Devereaux Private Investment Counsel
Michigan
– – -500 Closed
77 78
79
80 81