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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 %
HCM
876
Howland Capital Management
Massachusetts
$2.19M +$167K +320 +8%
GITFIT
877
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$2.19M – – –
AWM
878
Angeles Wealth Management
California
$2.19M -$212K -407 -9%
VFA
879
Valeo Financial Advisors
Indiana
$2.19M +$38.6K +74 +2%
SW
880
SlateStone Wealth
Florida
$2.18M +$72K +138 +3%
SSA
881
Schonfeld Strategic Advisors
New York
$2.17M -$1.51M -2,890 -41%
SIA
882
Schechter Investment Advisors
Michigan
$2.16M -$8.87K -17 -0.4%
MOS
883
MGO One Seven
Ohio
$2.15M -$53.2K -102 -2%
AIC
884
Argus Investors Counsel
New York
$2.15M -$19.8K -38 -0.9%
LFG
885
Larson Financial Group
Missouri
$2.14M +$1.69M +3,243 +380%
CB
886
CNB Bank
Pennsylvania
$2.14M -$47.5K -91 -2%
ETCM
887
Evolutionary Tree Capital Management
Virginia
$2.14M -$129K -247 -6%
CS
888
Cannell & Spears
New York
$2.13M +$1.57K +3 +0.1%
SAM
889
Smartleaf Asset Management
Massachusetts
$2.12M +$355K +673 +20%
QT
890
Quantbot Technologies
New York
$2.12M -$8.23M -15,763 -80%
TAM
891
Trust Asset Management
Texas
$2.11M – – –
JWM
892
Jacksonville Wealth Management
Florida
$2.11M +$2.11M +4,040 New
PDL
893
Portfolio Design Labs
California
$2.11M +$269K +516 +15%
Twin Tree Management
894
Twin Tree Management
Texas
$2.1M +$2.1M +4,026 +67,100%
QI
895
Qtron Investments
Massachusetts
$2.1M -$79.9K -153 -4%
BP
896
Ballentine Partners
Massachusetts
$2.1M +$87.7K +168 +4%
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$2.09M +$50.6K +97 +2%
TPCW
898
TD Private Client Wealth
New York
$2.08M +$156K +299 +8%
KIA
899
KCM Investment Advisors
California
$2.08M +$949K +1,819 +84%
FWIA
900
Fort Washington Investment Advisors
Ohio
$2.07M – – –
34 35
36
37 38