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Intuitive Surgical
ISRG

Overview Fund Activity

1,313 hedge funds and large institutions have $92.8B invested in Intuitive Surgical in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 544 increasing their positions, 378 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+60
Holders Change %
+4.79%
% of All Funds
22.92%
Holding in Top 10
38
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+58.33%
% of All Funds
0.66%
New
138
Increased
544
Reduced
378
Closed
65
Calls
$1.72B
Puts
$1.88B
Net Calls
-$165M
Net Calls Change
-$133M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$314M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$983M
3
Invesco
Invesco
Georgia
$713M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$254M
5
Macquarie Group
Macquarie Group
Australia
$325M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.6B
2
FP
Financial Perspectives
Minnesota
$331K
3
Edgewood Management
Edgewood Management
Connecticut
$2.61B
4
Capital World Investors
Capital World Investors
California
$3.33B
5
BlackRock
BlackRock
New York
$8.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
426
Quadrature Capital
United Kingdom
$4.79M -$5.22M -17,037 -52%
BST
427
Bath Savings Trust
Maine
$4.78M -$36.8K -120 -0.8%
IPW
428
IronBridge Private Wealth
Texas
$4.77M +$4.77M +15,552 New
SW
429
SteelPeak Wealth
California
$4.75M +$144K +471 +3%
PCA
430
Pallas Capital Advisors
Massachusetts
$4.63M +$454K +1,374 +11%
SPC
431
Sigma Planning Corp
Michigan
$4.62M +$74.5K +243 +2%
M
432
Mirova
France
$4.59M -$20.2K -66 -0.4%
PRC
433
Pearl River Capital
Michigan
$4.57M +$4.25M +13,854 +1,301%
NIMI
434
Natixis Investment Managers International
France
$4.51M -$81.8K -267 -2%
ET
435
Equitable Trust
Tennessee
$4.48M -$187K -609 -4%
ACA
436
Aptus Capital Advisors
Alabama
$4.47M – – –
TNBTD
437
Trustmark National Bank Trust Department
Mississippi
$4.45M -$80K -261 -2%
SIA
438
Sit Investment Associates
Minnesota
$4.43M -$2.13M -6,945 -32%
PMAM
439
Picton Mahoney Asset Management
Ontario, Canada
$4.4M +$1.11M +3,630 +34%
PHM
440
Prospect Hill Management
New Jersey
$4.37M – – –
KAS
441
Kestra Advisory Services
Texas
$4.35M +$285K +930 +7%
PP
442
PDT Partners
New York
$4.32M +$3.95M +12,900 +1,075%
SCA
443
Snowden Capital Advisors
New York
$4.3M +$429K +1,401 +11%
OCM
444
Orion Capital Management
California
$4.29M -$27.6K -90 -0.6%
CAM
445
Covenant Asset Management
New Jersey
$4.27M +$28.5K +93 +0.7%
WS
446
Wedbush Securities
California
$4.25M -$68K -222 -2%
EI
447
Ethic Inc
New York
$4.24M +$1.38M +4,515 +49%
ARI
448
Applied Research Investments
Delaware
$4.21M – – –
EHC
449
Everett Harris & Co
California
$4.19M – – –
PAG
450
Private Advisor Group
New Jersey
$4.18M +$284K +927 +7%
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