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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 %
Capstone Investment Advisors
801
Capstone Investment Advisors
New York
$2.83M +$2.78M +5,319 +5,373%
PCIA
802
Prime Capital Investment Advisors
Kansas
$2.82M -$173K -331 -6%
LWAM
803
Legacy Wealth Asset Management
Minnesota
$2.79M -$213K -408 -7%
BPA
804
Beacon Pointe Advisors
California
$2.78M -$1.41M -2,695 -34%
SM
805
STF Management
Texas
$2.77M +$80.9K +155 +3%
CPC
806
Cookson Peirce & Co
Pennsylvania
$2.76M +$21.9K +42 +0.8%
WCM
807
Whitener Capital Management
North Carolina
$2.75M – – –
MSA
808
MUFG Securities Americas
New York
$2.74M +$2.74M +5,259 New
SCM
809
Suvretta Capital Management
New York
$2.71M – – –
EH
810
Equitable Holdings
New York
$2.7M +$7.31K +14 +0.3%
SC
811
Scotia Capital
Ontario, Canada
$2.7M +$107K +204 +4%
CPA
812
Court Place Advisors
Maryland
$2.69M -$78.3K -150 -3%
GCA
813
Gallagher Capital Advisors
Texas
$2.69M +$2.69M +5,154 New
EHC
814
Everett Harris & Co
California
$2.68M -$75.7K -145 -3%
TCOV
815
Trust Company of Vermont
Vermont
$2.66M -$13K -25 -0.5%
MGP
816
M&G plc
United Kingdom
$2.66M +$9.92K +19 +0.4%
CAM
817
Close Asset Management
United Kingdom
$2.65M – – –
SP
818
Stablepoint Partners
Massachusetts
$2.64M -$26.1K -50 -1%
SWM
819
Segment Wealth Management
Texas
$2.64M -$23.5K -45 -0.9%
FHWM
820
Fox Hill Wealth Management
Massachusetts
$2.64M +$2.64M +5,051 New
AA
821
Altman Advisors
Illinois
$2.62M -$111K -212 -4%
GJWM
822
Gilliland Jeter Wealth Management
Arkansas
$2.62M -$9.92K -19 -0.4%
CW
823
CreativeOne Wealth
Kansas
$2.6M +$1.22M +2,331 +88%
AC
824
Avestar Capital
New York
$2.59M +$155K +296 +6%
CCM
825
Conway Capital Management
California
$2.58M +$199K +382 +8%
31 32
33
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