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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 %
PPWP
1001
Premier Path Wealth Partners
New Jersey
$1.45M +$522 +1 +0%
IIA
1002
IPG Investment Advisors
California
$1.45M +$196K +376 +16%
SYBT
1003
Stock Yards Bank & Trust
Kentucky
$1.45M -$15.7K -30 -1%
IA
1004
Inspire Advisors
Idaho
$1.44M +$2.61K +5 +0.2%
TIAA Trust, National Association
1005
TIAA Trust, National Association
North Carolina
$1.44M +$129K +248 +10%
RCM
1006
Riverpark Capital Management
New York
$1.44M -$143K -274 -9%
CCB
1007
Country Club Bank
Missouri
$1.43M -$120K -227 -8%
VF
1008
Vest Financial
Virginia
$1.42M +$257K +493 +22%
SFA
1009
Souders Financial Advisors
Ohio
$1.42M -$267K -512 -16%
GVAG
1010
Great Valley Advisor Group
Delaware
$1.42M +$92.9K +178 +7%
IIC
1011
Ironwood Investment Counsel
Arizona
$1.42M -$90.3K -173 -6%
CCG
1012
Catalina Capital Group
California
$1.42M +$24K +46 +2%
SIG
1013
Stonegate Investment Group
Alabama
$1.42M -$53.8K -103 -4%
PFG
1014
PAX Financial Group
Texas
$1.41M +$5.22K +10 +0.4%
UOTTAIMCU
1015
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.39M +$1.12M +2,141 +405%
RMP
1016
Richards, Merrill & Peterson
Washington
$1.39M +$1.39M +2,657 New
IAS
1017
Insigneo Advisory Services
Florida
$1.38M -$413K -791 -23%
HIA
1018
Harbor Investment Advisory
Maryland
$1.38M +$133K +254 +11%
TCA
1019
Transcend Capital Advisors
New Jersey
$1.38M -$11K -21 -0.8%
DWA
1020
Douglass Winthrop Advisors
New York
$1.36M +$12.5K +24 +0.9%
DI
1021
Diligent Investors
California
$1.36M – – –
JIC
1022
Joel Isaacson & Co
New York
$1.35M – – –
WCM
1023
Weaver Capital Management
Georgia
$1.35M +$130K +249 +11%
GKWIM
1024
Gerber Kawasaki Wealth & Investment Management
California
$1.34M +$671K +1,285 +100%
TAA
1025
TB Alternative Assets
Cayman Islands
$1.34M -$76.2K -146 -5%
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