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Intuitive Surgical
ISRG

Overview Fund Activity

2,101 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, 812 increasing their positions, 703 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,101
Holders Change
+168
Holders Change %
+8.69%
% 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
812
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
$16.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.76B
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$546M
4
Northern Trust
Northern Trust
Illinois
$1.89B
5
Millennium Management
Millennium Management
New York
$295M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.09M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$44.1M
3
Jennison Associates
Jennison Associates
New York
$1.47B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$555M
5
ClearBridge Investments
ClearBridge Investments
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
1626
Fullerton Fund Management
Singapore
$312K – – –
RCP
1627
Rothschild Capital Partners
New York
$311K +$311K +596 New
WPA
1628
West Paces Advisors
Georgia
$311K – – –
IA
1629
IFG Advisory
Georgia
$311K +$311K +595 New
SI
1630
Seeds Investor
New York
$310K -$11K -21 -3%
LIM
1631
Letson Investment Management
Georgia
$310K +$2.61K +5 +0.9%
BCM
1632
Becker Capital Management
Oregon
$308K +$12.5K +24 +4%
WC
1633
Whitney & Co
New York
$308K – – –
FWA
1634
FSM Wealth Advisors
Ohio
$307K +$11.1K +19 +4%
DA
1635
Drake & Associates
Wisconsin
$307K +$307K +526 New
LSA
1636
Lansing Street Advisors
Pennsylvania
$306K +$53.8K +103 +21%
HTHT
1637
Hemenway Trust Hemenway Trust
New Hampshire
$305K -$28.7K -55 -9%
VC
1638
Veracity Capital
Georgia
$305K -$7.31K -14 -2%
SIA
1639
Soltis Investment Advisors
Utah
$304K +$32.9K +63 +12%
SIC
1640
SFE Investment Counsel
California
$304K -$403K -772 -57%
C
1641
Covestor
United Kingdom
$303K -$3.65K -7 -1%
EGWAG
1642
Elwood & Goetz Wealth Advisory Group
Georgia
$303K – – –
SLC
1643
Second Line Capital
Louisiana
$302K +$9.92K +19 +3%
TSW
1644
Thompson Siegel & Walmsley
Virginia
$301K +$2.09K +4 +0.7%
GFP
1645
Gryphon Financial Partners
Ohio
$300K -$353K -676 -54%
JCM
1646
Jacobsen Capital Management
Utah
$299K – – –
HI
1647
Hendershot Investments
Virginia
$298K -$49.1K -94 -14%
FA
1648
FDx Advisors
Illinois
$297K -$5.22K -10 -2%
NRC
1649
New Republic Capital
North Carolina
$296K +$76.7K +147 +35%
OAM
1650
Occidental Asset Management
California
$296K +$296K +567 New
64 65
66
67 68