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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 %
HBT
1176
Heartland Bank & Trust
Illinois
$958K -$170K -326 -15%
TPA
1177
Trivium Point Advisory
Connecticut
$953K +$84.6K +162 +10%
CI
1178
CX Institutional
Indiana
$953K -$25.1K -48 -3%
LAM
1179
Lewis Asset Management
California
$953K – – –
PCP
1180
Proficio Capital Partners
Massachusetts
$950K +$394K +755 +71%
DCM
1181
DGS Capital Management
New Jersey
$946K +$80.4K +154 +9%
IWA
1182
Icon Wealth Advisors
Texas
$945K +$2.61K +5 +0.3%
GS
1183
GTS Securities
New York
$943K +$11K +21 +1%
MASUI
1184
MIRAE ASSET SECURITIES (USA) INC.
New York
$942K +$942K +1,804 New
SOS
1185
Silver Oak Securities
Tennessee
$940K +$107K +203 +13%
EFS
1186
Essex Financial Services
Connecticut
$935K -$25.6K -49 -3%
MWM
1187
Moran Wealth Management
Florida
$928K +$15.1K +29 +2%
FMP
1188
Financial Management Professionals
Texas
$924K -$25.6K -49 -3%
PPP
1189
Private Portfolio Partners
New Jersey
$924K +$42.8K +82 +5%
NIA
1190
NIA Impact Advisors
California
$922K – – –
HT
1191
Heritage Trust
Oklahoma
$917K +$917K +1,757 New
MGIA
1192
Moneta Group Investment Advisors
Missouri
$917K +$522 +1 +0.1%
MTIC
1193
Missouri Trust & Investment Company
Missouri
$916K – – –
NG
1194
Norden Group
Utah
$911K +$74.1K +142 +9%
TNA
1195
True North Advisors
Texas
$910K +$267K +512 +42%
FHC
1196
First Heartland Consultants
Missouri
$903K -$21.4K -41 -2%
EG
1197
Ellerson Group
Maryland
$893K -$31.3K -60 -3%
TA
1198
TFB Advisors
Kansas
$893K -$4.18K -8 -0.5%
MFS
1199
Monetta Financial Services
Illinois
$887K – – –
AWM
1200
Avior Wealth Management
Nebraska
$887K -$36K -69 -4%
46 47
48
49 50