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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 %
BCM
1976
Barometer Capital Management
Ontario, Canada
– – -480 Closed
RIM
1977
Redwood Investment Management
Arizona
– – -473 Closed
EAMA
1978
EFG Asset Management (Americas)
Florida
– – -465 Closed
EC
1979
EdgeRock Capital
Colorado
– – -302 Closed
RFA
1980
Register Financial Advisors
Georgia
– – -252 Closed
RWMG
1981
Redwood Wealth Management Group
New Jersey
– – -224 Closed
RFG
1982
RFP Financial Group
Georgia
– – -94 Closed
MSFP
1983
Mark Sheptoff Financial Planning
Connecticut
– – -84 Closed
LFA
1984
LGT Financial Advisors
Texas
– – -67 Closed
KFS
1985
Kelly Financial Services
Massachusetts
– – -67 Closed
IWA
1986
IBEX Wealth Advisors
New Jersey
– – -53 Closed
HDIM
1987
Hanson & Doremus Investment Management
Vermont
– – -50 Closed
SSG
1988
Summit Securities Group
New York
– – -47 Closed
SA
1989
Scarborough Advisors
Maryland
– – -41 Closed
GI
1990
Gradient Investments
Minnesota
– – -36 Closed
VAG
1991
VisionPoint Advisory Group
Texas
– – -34 Closed
FW
1992
Fairway Wealth
Ohio
– – -28 Closed
EC
1993
Elequin Capital
New York
– – -21 Closed
CWM
1994
Cedar Wealth Management
California
– – -18 Closed
SVCP
1995
Silicon Valley Capital Partners
California
– – -15 Closed
KLWA
1996
Kelly Lawrence W & Associates
California
– – -15 Closed
AFWM
1997
Abich Financial Wealth Management
Virginia
– – -14 Closed
FFA
1998
Frazier Financial Advisors
Ohio
– – -11 Closed
WIA
1999
Wetzel Investment Advisors
Indiana
– – -11 Closed
ETS
2000
ESL Trust Services
New York
– – -10 Closed
77 78 79
80
81