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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 %
LG
1151
LaFleur & Godfrey
Michigan
$1.02M -$62.6K -120 -6%
BOM
1152
Bank of Marin
California
$1.02M – – –
MA
1153
Mutual Advisors
Nebraska
$1.02M -$15.8K -27 -2%
WG
1154
Winton Group
United Kingdom
$1.02M +$1.02M +1,956 New
JMFC
1155
J.M. Forbes & Co
Massachusetts
$1.02M +$692K +1,326 +211%
MMA
1156
Miracle Mile Advisors
California
$1.02M +$74.6K +143 +8%
TCM
1157
Teza Capital Management
Illinois
$1.01M +$1.01M +1,940 New
PCG
1158
Prosperity Consulting Group
Maryland
$1.01M +$68.9K +132 +7%
C
1159
Certuity
Florida
$1.01M +$314K +602 +45%
BPW
1160
Bingham Private Wealth
California
$1.01M +$1.01M +1,928 New
CB
1161
Centennial Bank
Arkansas
$1M -$30.3K -58 -3%
FRM
1162
Fox Run Management
Connecticut
$1M +$747K +1,432 +295%
CFP
1163
Catalyst Financial Partners
Massachusetts
$1M +$33.4K +64 +3%
TSMHT
1164
Thurston Springer Miller Herd & Titak
Indiana
$998K +$394K +755 +65%
AWA
1165
Arete Wealth Advisors
Illinois
$996K +$437K +838 +78%
WSA
1166
Warm Springs Advisors
California
$991K +$991K +1,898 New
PP
1167
Patron Partners
Texas
$987K +$35K +67 +4%
1IA
1168
1834 Investment Advisors
Wisconsin
$980K – – –
SMA
1169
Sage Mountain Advisors
Georgia
$976K +$13.1K +25 +1%
MMCM
1170
Murphy & Mullick Capital Management
New York
$975K +$975K +1,868 New
HWA
1171
Heritage Wealth Advisors
Virginia
$974K -$39.7K -76 -4%
AWM
1172
Avitas Wealth Management
California
$974K -$22.4K -43 -2%
BLC
1173
Brown, Lisle/Cummings
Rhode Island
$972K +$139K +266 +17%
1CP
1174
17 Capital Partners
Arizona
$966K +$18.3K +35 +2%
TC
1175
Truvestments Capital
Florida
$964K +$194K +372 +25%
45 46
47
48 49