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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 %
MFG
751
Merit Financial Group
Georgia
$3.48M +$1.16M +2,213 +50%
PWAM
752
Papamarkou Wellner Asset Management
New York
$3.48M +$3.48M +6,658 New
FHA
753
First Horizon Advisors
Tennessee
$3.45M -$53.8K -103 -2%
STA
754
Summit Trail Advisors
New York
$3.45M +$600K +1,150 +21%
GC
755
Guardian Capital
Ontario, Canada
$3.44M +$234K +448 +7%
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$3.44M -$12.4M -23,781 -78%
CAAS
757
Capital Asset Advisory Services
Michigan
$3.43M -$39.1K -73 -1%
CPCPP
758
Canada Post Corporation Pension Plan
Canada
$3.41M +$3.41M +6,532 New
DWP
759
Daymark Wealth Partners
Ohio
$3.41M -$260K -498 -7%
PWM
760
Perigon Wealth Management
California
$3.39M +$204K +350 +6%
CPBTD
761
Central Pacific Bank - Trust Division
Hawaii
$3.39M -$89.8K -172 -3%
HA
762
Herold Advisors
New York
$3.37M – – –
GIM
763
Goelzer Investment Management
Indiana
$3.35M +$47.5K +91 +1%
WPC
764
Wedmont Private Capital
Pennsylvania
$3.34M +$236K +431 +8%
AWM
765
AE Wealth Management
Kansas
$3.31M +$334K +640 +11%
HCMT
766
Highland Capital Management (Tennessee)
Tennessee
$3.3M +$26.6K +51 +0.8%
FFB
767
First Financial Bankshares
Texas
$3.28M +$17.7K +34 +0.5%
AWM
768
Accurate Wealth Management
Florida
$3.27M +$204K +373 +7%
TC
769
TFR Capital
Texas
$3.25M +$3.25M +6,230 New
KWM
770
Keebeck Wealth Management
Illinois
$3.25M +$52.7K +101 +2%
SWA
771
Stratos Wealth Advisors
Ohio
$3.25M +$64.7K +124 +2%
HCG
772
Haven Capital Group
California
$3.22M +$3.22M +6,171 New
BCM
773
Bayesian Capital Management
New York
$3.22M +$3.22M +6,160 New
GLA
774
Good Life Advisors
Pennsylvania
$3.15M -$2.5M -4,795 -44%
LCM
775
Legato Capital Management
California
$3.15M – – –
29 30
31
32 33