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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 %
RC
626
Roundview Capital
New Jersey
$5.38M +$52.7K +101 +1%
HCM
627
Howard Capital Management
Georgia
$5.37M +$182K +348 +3%
FT
628
Fiduciary Trust
Massachusetts
$5.37M +$57.9K +111 +1%
VCM
629
Voleon Capital Management
California
$5.37M +$5.37M +10,285 New
FHB
630
First Hawaiian Bank
Hawaii
$5.35M +$1.57K +3 +0%
JSP
631
Jackson Square Partners
California
$5.34M -$571K -1,094 -10%
ATC
632
Argent Trust Co
Tennessee
$5.33M +$232K +445 +5%
LTAS
633
Linden Thomas Advisory Services
North Carolina
$5.33M +$293K +562 +6%
NIMI
634
Natixis Investment Managers International
France
$5.31M -$304K -582 -5%
JWBC
635
J.W. Burns & Co
New York
$5.27M +$137K +263 +3%
LMIM
636
Lockheed Martin Investment Management
Maryland
$5.26M +$835K +1,600 +19%
DRS
637
Deane Retirement Strategies
Louisiana
$5.25M +$50.6K +97 +1%
RBA
638
Richard Bernstein Advisors
New York
$5.24M -$1.55M -2,960 -23%
BG
639
Bahl & Gaynor
Ohio
$5.23M -$113K -217 -2%
TIA
640
Tandem Investment Advisors
South Carolina
$5.2M +$95K +182 +2%
HWM
641
HB Wealth Management
Georgia
$5.17M +$456K +874 +10%
LWM
642
Liberty Wealth Management
California
$5.16M -$199K -381 -4%
CUAMC
643
China Universal Asset Management Company
China
$5.14M +$274K +525 +6%
OCM
644
Orion Capital Management
California
$5.11M -$20.9K -40 -0.4%
ECM
645
Everence Capital Management
Indiana
$5.08M -$99.2K -190 -2%
WF
646
Welch & Forbes
Massachusetts
$5.06M -$49.1K -94 -1%
AF
647
Alerus Financial
North Dakota
$5.05M +$3.23M +6,186 +177%
CFG
648
Citizens Financial Group
Rhode Island
$5.05M +$809K +1,549 +19%
BIM
649
Baldwin Investment Management
Pennsylvania
$5.04M -$44.9K -86 -0.9%
DF
650
DNCA Finance
France
$5.04M -$705K -1,350 -12%
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