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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 %
AP
926
Americana Partners
Texas
$1.91M +$116K +223 +6%
MCP
927
Mirador Capital Partners
California
$1.91M +$73.1K +140 +4%
WH
928
Willner & Heller
California
$1.91M -$115K -220 -6%
CI
929
Cigna Investments
Connecticut
$1.9M -$12.5K -24 -0.7%
RFP
930
Root Financial Partners
California
$1.89M +$63.2K +121 +3%
CI
931
Conning Inc
Connecticut
$1.89M +$130K +249 +7%
MCCP
932
Mission Creek Capital Partners
California
$1.89M +$25.6K +49 +1%
CWMGP
933
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.88M -$173K -331 -8%
NW
934
Naviter Wealth
Arkansas
$1.88M +$1.61M +3,093 +616%
KIA
935
Knollwood Investment Advisory
Maryland
$1.87M – – –
VVP
936
Venture Visionary Partners
Ohio
$1.87M +$145K +277 +8%
DFCM
937
Dark Forest Capital Management
Puerto Rico
$1.86M +$978K +1,874 +111%
EGM
938
Engineers Gate Manager
New York
$1.86M -$3.32M -6,357 -64%
LIM
939
Leavell Investment Management
Alabama
$1.86M +$13K +25 +0.7%
1WM
940
1858 Wealth Management
Ohio
$1.84M -$27.1K -52 -1%
LP
941
LMR Partners
United Kingdom
$1.84M -$3.7M -7,089 -67%
PFWA
942
Paces Ferry Wealth Advisors
Georgia
$1.83M -$16.2K -31 -0.9%
SB
943
Strategic Blueprint
Georgia
$1.83M +$129K +248 +8%
WWM
944
Western Wealth Management
Colorado
$1.83M -$540K -1,035 -23%
SAG
945
SageView Advisory Group
California
$1.82M +$341K +653 +23%
DA
946
Doliver Advisors
Texas
$1.81M -$30.3K -58 -2%
LSAG
947
Lake Street Advisors Group
New Hampshire
$1.81M +$103K +197 +6%
GPWM
948
Grant Private Wealth Management
California
$1.8M +$1.8M +3,450 New
WorldQuant Millennium Advisors
949
WorldQuant Millennium Advisors
New York
$1.78M +$1.78M +3,401 New
BBHC
950
Brown Brothers Harriman & Co
New York
$1.76M +$373K +714 +27%
36 37
38
39 40