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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 %
TCA
601
Trifecta Capital Advisors
Illinois
$6.01M +$342K +655 +6%
FLPIM
602
F.L. Putnam Investment Management
Massachusetts
$5.93M +$55.9K +107 +1%
NMIMC
603
Northwestern Mutual Investment Management Company
Wisconsin
$5.9M +$35.5K +68 +0.6%
AAF
604
Andra AP-fonden
Sweden
$5.9M -$2.45M -4,700 -29%
TFA
605
Transamerica Financial Advisors
Florida
$5.87M -$163K -312 -3%
1SB
606
1ST Source Bank
Indiana
$5.87M -$27.1K -52 -0.5%
GI
607
GAMCO Investors
Connecticut
$5.83M -$233K -446 -4%
BWM
608
BNC Wealth Management
Oregon
$5.82M +$315K +603 +6%
SCM
609
Sandler Capital Management
New York
$5.8M -$1.43M -2,734 -20%
MGWM
610
Marks Group Wealth Management
Minnesota
$5.8M -$42.8K -82 -0.7%
GLA
611
Great Lakes Advisors
Illinois
$5.79M -$417K -799 -7%
AWCI
612
Alpine Woods Capital Investors
New York
$5.78M -$26.1K -50 -0.4%
OA
613
Oak Associates
Ohio
$5.75M +$163K +313 +3%
NWM
614
Nicola Wealth Management
British Columbia, Canada
$5.74M – – –
BSAM
615
Blue Square Asset Management
New York
$5.74M +$135K +259 +2%
IMRF
616
Illinois Municipal Retirement Fund
Illinois
$5.72M – – –
CAM
617
Covenant Asset Management
New Jersey
$5.69M -$95.5K -183 -2%
FRA
618
Frank Rimerman Advisors
California
$5.68M +$31.3K +60 +0.6%
KG
619
Kieckhefer Group
Wisconsin
$5.63M +$5.63M +10,790 New
DAS
620
Dynamic Advisor Solutions
Arizona
$5.48M -$26.6K -51 -0.5%
AC
621
Allstate Corporation
Illinois
$5.48M +$5.48M +10,491 New
TMAM
622
Tokio Marine Asset Management
Japan
$5.47M +$237K +455 +5%
JSSH
623
J. Safra Sarasin Holding
$5.43M +$2.18M +4,168 +67%
AWM
624
Apollon Wealth Management
South Carolina
$5.42M -$81.4K -156 -1%
AMCA
625
Arthur M. Cohen & Associates
Illinois
$5.4M +$272K +522 +5%
23 24
25
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