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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 %
QI
476
QS Investors
New York
$3.52M -$204K -666 -5%
OCM
477
Orser Capital Management
Texas
$3.48M +$48.7K +159 +1%
CI
478
Cigna Investments
Connecticut
$3.43M -$543K -1,770 -14%
BSW
479
Buckingham Strategic Wealth
Missouri
$3.4M -$73.6K -240 -2%
SCA
480
Strategic Capital Advisers
Colorado
$3.4M -$215K -702 -6%
MCM
481
Murphy Capital Management
New Jersey
$3.39M +$426K +1,389 +14%
DADC
482
D.A. Davidson & Co
Montana
$3.38M +$1.31M +4,260 +63%
GG
483
Gofen & Glossberg
Illinois
$3.35M -$69K -225 -2%
KWM
484
Keebeck Wealth Management
Illinois
$3.33M +$4.6K +15 +0.1%
PAM
485
Panagora Asset Management
Massachusetts
$3.31M +$7.36K +24 +0.2%
OHIS
486
Oak Harvest Investment Services
Texas
$3.29M +$568K +1,854 +21%
EGM
487
Engineers Gate Manager
New York
$3.28M +$2.08M +6,792 +173%
CFB
488
Cullen/Frost Bankers
Texas
$3.26M -$95.6K -312 -3%
JIC
489
Johnson Investment Counsel
Ohio
$3.24M -$33.1K -108 -1%
DBG
490
De Burlo Group
Massachusetts
$3.22M +$3.22M +10,500 New
TC
491
TwinBeech Capital
New York
$3.21M +$3.21M +10,464 New
AAS
492
Avantax Advisory Services
Texas
$3.17M +$303K +987 +11%
IAS
493
IMA Advisory Services
Colorado
$3.13M -$490K -1,599 -14%
HVM
494
Harvest Volatility Management
Connecticut
$3.13M +$775K +2,529 +33%
CCP
495
Cunning Capital Partners
North Carolina
$3.07M +$2.12M +6,900 +221%
IRF
496
IBM Retirement Fund
New York
$3.06M -$564K -1,839 -16%
CIS
497
Capital International Sarl
California
$3.04M -$163K -531 -5%
OAM
498
Oak Asset Management
California
$3.02M +$3.02M +9,852 New
AMI
499
Amica Mutual Insurance
Rhode Island
$3M – – –
MGWM
500
Marks Group Wealth Management
Minnesota
$3M -$2.82K -9 -0.1%
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