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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 %
AA
1051
ALPS Advisors
Colorado
$1.26M -$61.6K -118 -5%
UAG
1052
United Advisor Group
Ohio
$1.26M +$1.57K +3 +0.1%
EAM
1053
Empirical Asset Management
Massachusetts
$1.26M +$224K +3,456 +22%
UAS
1054
United Asset Strategies
New York
$1.26M +$14.1K +27 +1%
PA
1055
Pinnacle Associates
New York
$1.26M -$76.2K -146 -6%
ANTB
1056
AMG National Trust Bank
Colorado
$1.25M +$80.4K +154 +7%
TTWM
1057
TCV Trust & Wealth Management
Virginia
$1.24M – – –
RP
1058
Rowlandmiller & Partners
Georgia
$1.24M +$55.3K +106 +5%
ECM
1059
EagleClaw Capital Management
Massachusetts
$1.24M +$94K +180 +8%
ST
1060
Sabal Trust
Florida
$1.24M +$340K +651 +38%
CIA
1061
Choate Investment Advisors
Massachusetts
$1.24M +$472K +905 +62%
FIC
1062
FCG Investment Company
Tennessee
$1.23M +$111K +212 +10%
NL
1063
NVWM LLC
Pennsylvania
$1.23M -$9.92K -19 -0.8%
FM
1064
Foster & Motley
Ohio
$1.23M +$976K +1,870 +389%
UFF
1065
USA Financial Formulas
Michigan
$1.23M -$1.1M -2,115 -47%
AFG
1066
Atomi Financial Group
New York
$1.22M +$508K +974 +71%
CWM
1067
Chesapeake Wealth Management
Virginia
$1.21M +$6.79K +13 +0.6%
LFA
1068
Legacy Financial Advisors
Kentucky
$1.21M +$124K +237 +11%
AA
1069
AlphaQ Advisors
Florida
$1.21M -$36.5K -70 -3%
Parnassus Investments
1070
Parnassus Investments
California
$1.21M +$96.6K +185 +9%
MCM
1071
Manchester Capital Management
Vermont
$1.21M – – –
CA
1072
CoreCap Advisors
Michigan
$1.21M -$4.07M -7,804 -77%
PIA
1073
Prakash Investment Advisors
Massachusetts
$1.2M +$1.2M +2,301 New
HI
1074
Harrington Investments
California
$1.19M -$11.5K -22 -1%
USCWA
1075
U.S. Capital Wealth Advisors
Texas
$1.18M +$194K +371 +20%
41 42
43
44 45