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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 %
LOIM
1276
Liberty One Investment Management
Illinois
$716K -$157K -300 -18%
TW
1277
TrinityPoint Wealth
Connecticut
$716K +$132K +253 +23%
CT
1278
Chicago Trust
Illinois
$712K -$89.8K -172 -11%
PWG
1279
Portside Wealth Group
Utah
$708K +$99.7K +191 +16%
BCM
1280
Bourgeon Capital Management
Connecticut
$708K +$708K +1,356 New
OFS
1281
Orrstown Financial Services
Pennsylvania
$706K +$432K +828 +158%
SS
1282
Sunbelt Securities
Texas
$706K +$84.8K +161 +14%
RMC
1283
Resources Management Corp
Connecticut
$705K – – –
EA
1284
Everpar Advisors
Oklahoma
$705K -$20.9K -40 -3%
ADIM
1285
Alpha DNA Investment Management
Maryland
$704K -$59.5K -114 -8%
FA
1286
Fedenia Advisers
Wisconsin
$703K +$703K +1,347 New
MFS
1287
Miller Financial Services
Michigan
$700K +$700K +1,342 New
FBB
1288
Fulton Breakefield Broenniman
Maryland
$699K -$12K -23 -2%
KCM
1289
KRS Capital Management
Michigan
$697K +$7.83K +15 +1%
FTUS
1290
Flow Traders U.S.
New York
$695K +$695K +1,332 New
LI
1291
LRI Investments
Florida
$694K -$25.6K -49 -4%
UWPG
1292
Ullmann Wealth Partners Group
Florida
$694K +$522 +1 +0.1%
QC
1293
Quent Capital
New York
$692K +$3.65K +7 +0.5%
TFM
1294
TFC Financial Management
Massachusetts
$687K – – –
MWM
1295
Mindset Wealth Management
Indiana
$686K – – –
SP
1296
SWS Partners
Ohio
$686K -$483K -926 -41%
B
1297
Bailard
California
$682K -$522 -1 -0.1%
ILI
1298
Invesco LLC (Illinois)
Illinois
$681K +$1.57K +3 +0.2%
MSS
1299
Mitchell Sinkler & Starr
Pennsylvania
$679K +$47K +90 +7%
PA
1300
PharVision Advisers
Florida
$676K +$676K +1,296 New
50 51
52
53 54