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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 %
SWR
701
Spahn Wealth & Retirement
Arizona
$4.34M +$4.34M +8,320 New
WR
702
WD Rutherford
Oregon
$4.34M +$391K +750 +10%
CPC
703
Consolidated Planning Corp
Georgia
$4.3M +$67.9K +130 +2%
PAM
704
Panagora Asset Management
Massachusetts
$4.29M +$584K +1,118 +16%
TW
705
Transform Wealth
Colorado
$4.28M +$1.67M +3,199 +64%
EP
706
Essential Planning
New Hampshire
$4.28M +$4.28M +8,230 New
Kovitz Investment Group Partners
707
Kovitz Investment Group Partners
Illinois
$4.21M +$317K +607 +8%
LS
708
Livforsakringsbolaget Skandia
Sweden
$4.2M +$2.67M +5,120 +175%
RFN
709
RDA Financial Network
Iowa
$4.16M -$158K -302 -4%
AWM
710
Affinity Wealth Management
Delaware
$4.15M +$490K +939 +13%
OAM
711
Oak Asset Management
California
$4.13M -$39.1K -75 -0.9%
PIM
712
Plato Investment Management
Australia
$4.11M +$149K +284 +4%
OIAM
713
OFI Invest Asset Management
France
$4.11M +$4.11M +8,150 New
TF
714
Trek Financial
Arizona
$4.1M +$4.1M +7,862 New
JIP
715
Jaffetilchin Investment Partners
Florida
$4.08M -$22.4K -43 -0.5%
S
716
SignatureFD
Georgia
$4.08M +$164K +315 +4%
SA
717
Strategic Advocates
Utah
$4.07M -$698K -1,337 -15%
PSB
718
Passumpsic Savings Bank
Vermont
$4.05M -$118K -226 -3%
MAS
719
Meeder Advisory Services
Ohio
$4.05M +$190K +364 +5%
WSCM
720
Wellington Shields Capital Management
New York
$4.01M -$104K -200 -3%
RWP
721
RWA Wealth Partners
Massachusetts
$3.99M +$11K +21 +0.3%
PS
722
Principal Securities
Iowa
$3.98M -$82.5K -158 -2%
Renaissance Technologies
723
Renaissance Technologies
New York
$3.98M -$44.2M -84,700 -92%
SCA
724
Snowden Capital Advisors
New York
$3.96M -$278K -533 -7%
IIM
725
Illumine Investment Management
Washington
$3.96M +$3.96M +7,587 New
27 28
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