Intuitive Surgical
ISRG
1,319 hedge funds and large institutions have $92.8B invested in Intuitive Surgical in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 546 increasing their positions, 380 reducing their positions, and 65 closing their positions.
114% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 65
58% more funds holding in top 10
Funds holding in top 10: 24 → 38 (+14)
44% more repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 380
25% more capital invested
Capital invested by funds: $74.2B → $92.8B (+$18.6B)
5% more funds holding
Funds holding: 1,258 → 1,319 (+61)
0.63% more ownership
Funds ownership: 255.52% → 256.15% (+0.63%)
9% less call options, than puts
Call options by funds: $1.72B | Put options by funds: $1.89B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$287M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$208M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$204M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$179M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.39B |
| 2 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$298M |
| 3 |
Edgewood Management
Greenwich,
Connecticut
|
-$246M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$147M |
| 5 |
BlackRock
New York
|
-$116M |
ISRG Hedge Fund Activity: Q2 2021 in Review
1,319 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2021, worth a combined $92.8B — up 25% from $74.2B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new ISRG positions and 65 closed out — a net gain of 74 holders — while 546 added to existing stakes and 380 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $1.39B.
- 1,319 institutional investors held Intuitive Surgical (ISRG) as of Q2 2021, up from 1,258 in Q1 2021.
- Funds reported $92.8B of Intuitive Surgical stock for Q2 2021, up 25% quarter-over-quarter.
- 139 funds opened new Intuitive Surgical positions in Q2 2021 and 65 closed out, a net change of +74 holders.
- The largest Intuitive Surgical buyer in Q2 2021 was ClearBridge Investments, an estimated $287M added.
- The largest Intuitive Surgical seller in Q2 2021 was Morgan Stanley, an estimated $1.39B sold.
Based on aggregated 13F filings for Q2 2021.