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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 %
AHB
576
Abner Herrman & Brock
New Jersey
$6.73M – – –
A
577
AustralianSuper
Australia
$6.73M – – –
CWG
578
Cornerstone Wealth Group
North Carolina
$6.71M +$17.2K +33 +0.3%
CC
579
Cornerstone Capital
California
$6.59M -$36K -69 -0.5%
PF
580
Phoenix Financial
Israel
$6.55M -$637K -1,220 -9%
FA
581
Fiduciary Alliance
South Carolina
$6.52M +$1.64M +3,151 +34%
CL
582
Choreo LLC
Illinois
$6.51M -$554K -1,054 -8%
UBP
583
Union Bancaire Privee
Switzerland
$6.51M +$6.51M +12,757 New
NA
584
NewEdge Advisors
Louisiana
$6.49M -$153K -294 -2%
WHGC
585
Wealth High Governance Capital
Brazil
$6.48M +$6.48M +12,422 New
ZB
586
Zions Bancorporation
Utah
$6.47M +$425K +814 +7%
KOCAA
587
Knights of Columbus Asset Advisors
Connecticut
$6.42M -$242K -463 -4%
FCM
588
Fourpath Capital Management
Oklahoma
$6.38M -$157K -301 -2%
CIA
589
Concurrent Investment Advisors
Florida
$6.34M +$1.19M +2,272 +23%
LT
590
Legacy Trust
Michigan
$6.34M +$186K +356 +3%
Verition Fund Management
591
Verition Fund Management
Connecticut
$6.3M +$3.09M +5,920 +96%
SBIA
592
Sheaff Brock Investment Advisors
Indiana
$6.27M -$10.4K -20 -0.2%
GRP
593
Global Retirement Partners
California
$6.26M +$646K +1,238 +12%
EF
594
Empirical Finance
Pennsylvania
$6.24M -$78.8K -151 -1%
IAA
595
Independent Advisor Alliance
North Carolina
$6.24M +$1.16M +2,226 +23%
HI
596
Horizon Investments
North Carolina
$6.2M +$1.52M +2,916 +33%
WA
597
Waverly Advisors
Alabama
$6.16M +$1.08M +2,064 +21%
MPA
598
Marvin & Palmer Associates
Delaware
$6.12M -$26.1K -50 -0.4%
PIA
599
Petredis Investment Advisors
Pennsylvania
$6.05M -$52.2K -100 -0.9%
CCM
600
Coldstream Capital Management
Washington
$6.02M -$11.5K -22 -0.2%
22 23
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