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Intuitive Surgical
ISRG

Overview Fund Activity

2,102 hedge funds and large institutions have $159B invested in Intuitive Surgical in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 813 increasing their positions, 703 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,102
Holders Change
+169
Holders Change %
+8.74%
% of All Funds
27.98%
Holding in Top 10
71
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.9%
% of All Funds
0.95%
New
277
Increased
813
Reduced
703
Closed
77
Calls
$1.44B
Puts
$1.6B
Net Calls
-$163M
Net Calls Change
+$8.64M

Top Buyers

1
BlackRock
BlackRock
New York
+$620M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$359M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$258M
4
Northern Trust
Northern Trust
Illinois
+$258M
5
Millennium Management
Millennium Management
New York
+$190M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$570M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$315M
3
Jennison Associates
Jennison Associates
New York
-$296M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$226M
5
ClearBridge Investments
ClearBridge Investments
New York
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
451
Broadleaf Partners
Ohio
$12.6M -$149K -286 -1%
VLKIM
452
Van Lanschot Kempen Investment Management
Netherlands
$12.5M +$12.5M +23,933 New
SAM
453
Shell Asset Management
Netherlands
$12.5M -$621K -1,189 -5%
PP
454
Prudential plc
United Kingdom
$12.4M +$1.92M +3,679 +18%
MIG
455
McGuire Investment Group
Rhode Island
$12.2M +$24K +46 +0.2%
PFP
456
Pinnacle Financial Partners
Tennessee
$12.2M +$437K +837 +4%
BF
457
BOK Financial
Oklahoma
$12.1M -$1.85M -3,385 -13%
EWM
458
Elite Wealth Management
Washington
$12.1M -$434K -831 -3%
EF
459
Empowered Funds
Pennsylvania
$12M +$7.74M +14,829 +181%
AIP
460
Ameritas Investment Partners
Nebraska
$12M +$127K +243 +1%
AAS
461
Avantax Advisory Services
Texas
$11.9M +$134K +257 +1%
FG
462
Fiduciary Group
Georgia
$11.9M -$145K -277 -1%
NRW
463
Nova R Wealth
Kansas
$11.6M -$149K -285 -1%
NSAM
464
North Star Asset Management
Wisconsin
$11.5M -$67.3K -129 -0.6%
HIMCH
465
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M -$151K -289 -1%
LSA
466
L & S Advisors
California
$11.5M -$211K -404 -2%
YIA
467
YHB Investment Advisors
Connecticut
$11.5M -$29.2K -56 -0.3%
CCM
468
Connective Capital Management
California
$11.4M – – –
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$11.4M +$3.64M +6,971 +47%
IC
470
IEQ Capital
California
$11.4M -$4.27M -8,173 -27%
SWM
471
Spire Wealth Management
Virginia
$11.3M +$1.78M +3,404 +19%
CCM
472
Carderock Capital Management
Maryland
$11.3M -$185K -355 -2%
NB
473
Norinchukin Bank
Japan
$11.3M +$657K +1,259 +6%
IMCOOI
474
Investment Management Corp of Ontario (IMCO)
Canada
$11.2M +$3.68M +7,043 +49%
Northwestern Mutual Wealth Management
475
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$349K +669 +3%
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