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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 %
JFG
826
Jefferies Financial Group
New York
$2.58M -$222K -425 -8%
DWT
827
Dorsey & Whitney Trust
South Dakota
$2.57M +$105K +201 +4%
TYCC
828
Texas Yale Capital Corp
Florida
$2.57M – – –
VT
829
Vise Technologies
New York
$2.57M +$1.18M +2,256 +85%
FFA
830
Fairfield Financial Advisors
Massachusetts
$2.57M +$859K +1,645 +50%
CA
831
Cullinan Associates
Kentucky
$2.56M – – –
VWM
832
Vivid Wealth Management
Iowa
$2.55M -$129K -247 -5%
AM
833
Account Management
Massachusetts
$2.54M – – –
WC
834
Waterloo Capital
Texas
$2.54M +$264K +506 +12%
HHGA
835
Halbert Hargrove Global Advisors
California
$2.53M +$158K +303 +7%
LA
836
Legacy Advisors
Pennsylvania
$2.53M +$257K +492 +11%
ELI
837
Empire Life Investments
Ontario, Canada
$2.53M +$2.53M +4,846 New
CMI
838
Clare Market Investments
Texas
$2.53M +$240K +460 +10%
WI
839
Westbourne Investments
Virginia
$2.52M +$2.52M +4,835 New
AW
840
Alaethes Wealth
Nevada
$2.52M +$14.1K +27 +0.6%
JSC
841
Jackson Square Capital
California
$2.5M +$940K +1,800 +60%
ISL
842
Ingalls & Snyder LLC
New York
$2.49M -$143K -273 -5%
SFS
843
Stiles Financial Services
Minnesota
$2.48M -$95K -182 -4%
SDIC
844
South Dakota Investment Council
South Dakota
$2.43M – – –
RAM
845
Redmond Asset Management
Virginia
$2.42M -$43.3K -83 -2%
IPAM
846
ICICI Prudential Asset Management
India
$2.42M – – –
BSG
847
Black Swift Group
Colorado
$2.4M -$1.04M -2,000 -30%
MCC
848
Malaga Cove Capital
California
$2.39M – – –
RA
849
RiverPark Advisors
New York
$2.37M +$1.15M +4,231 +94%
NP
850
NorthRock Partners
Minnesota
$2.37M -$83.5K -160 -3%
32 33
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