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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
1
BlackRock
New York
$16.4B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.76B
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$546M
4
Northern Trust
4
Northern Trust
Illinois
$1.89B
5
Millennium Management
5
Millennium Management
New York
$295M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$1.09M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$44.1M
3
Jennison Associates
3
Jennison Associates
New York
$1.47B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$555M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$806M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1826
Barometer Capital Management
Ontario, Canada
$214K +$214K +480 New
EAM
1827
Everstar Asset Management
North Carolina
$213K +$213K +408 New
SWM
1828
SFG Wealth Management
Maryland
$212K +$212K +407 New
PCM
1829
Princeton Capital Management
New Jersey
$212K +$212K +407 New
CSPIA
1830
Cary Street Partners Investment Advisory
Virginia
$212K -$177K -339 -46%
GP
1831
Greenline Partners
New York
$211K +$211K +405 New
GC
1832
Giverny Capital
Quebec, Canada
$211K +$211K +405 New
LNB
1833
Ledyard National Bank
$211K -$16.2K -31 -7%
AWM
1834
Atticus Wealth Management
Florida
$210K +$26.1K +50 +14%
SAF
1835
Smith Anglin Financial
Texas
$210K +$210K +403 New
CG
1836
Corundum Group
Colorado
$210K -$15.7K -30 -7%
AWM
1837
Aviso Wealth Management
Washington
$210K -$14.6K -28 -7%
PCS
1838
Private Client Services
Kentucky
$210K +$210K +402 New
PAM
1839
Paradigm Asset Management
New York
$209K -$52.2K -100 -20%
KFS
1840
Kaizen Financial Strategies
California
$209K +$209K +400 New
WPP
1841
Whalerock Point Partners
Rhode Island
$209K +$209K +400 New
HCM
1842
Hudson Capital Management
New Jersey
$209K +$209K +400 New
MIH
1843
Meitav Investment House
Israel
$209K +$209K +400 New
PFA
1844
Petra Financial Advisors
Colorado
$208K +$208K +398 New
CFS
1845
CRA Financial Services
New Jersey
$208K +$208K +398 New
FNBOO
1846
First National Bank of Omaha
Nebraska
$208K +$208K +398 New
BF
1847
Brucke Financial
Indiana
$208K +$208K +363 New
TI
1848
TTP Investments
California
$207K +$207K +397 New
CG
1849
Clifford Group
Massachusetts
$207K +$207K +397 New
DBIA
1850
Dumont & Blake Investment Advisors
New Jersey
$206K +$206K +395 New
72 73
74
75 76