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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 %
MCM
501
Mitchell Capital Management
Kansas
$2.98M -$117K -381 -4%
BU
502
BBVA USA
Alabama
$2.97M +$2.97M +9,693 New
V
503
Veritable
Delaware
$2.97M +$132K +429 +5%
CCM
504
Coldstream Capital Management
Washington
$2.95M +$19.3K +63 +0.7%
TIM
505
Triodos Investment Management
Netherlands
$2.94M – – –
Wealthfront Advisers
506
Wealthfront Advisers
California
$2.93M +$549K +1,791 +23%
MWM
507
Madison Wealth Management
Ohio
$2.93M +$210K +684 +8%
RIM
508
Redpoint Investment Management
Australia
$2.92M +$80.9K +264 +3%
O
509
Ossiam
France
$2.91M -$3.59M -10,872 -55%
SG Americas Securities
510
SG Americas Securities
New York
$2.9M -$7.35M -23,973 -72%
GIA
511
Granite Investment Advisors
New Hampshire
$2.89M -$760K -2,478 -21%
RC
512
Roundview Capital
New Jersey
$2.86M +$23.9K +78 +0.8%
DA
513
Doliver Advisors
Texas
$2.85M -$85.5K -279 -3%
TA
514
Townsend & Associates
Colorado
$2.84M +$50.8K +159 +2%
PTC
515
Philadelphia Trust Company
Pennsylvania
$2.84M -$37.7K -123 -1%
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.83M -$265K -864 -9%
SLI
517
Sumitomo Life Insurance
Japan
$2.8M -$31.3K -102 -1%
HCM
518
Highlander Capital Management
New Jersey
$2.78M – – –
PWS
519
Peloton Wealth Strategists
Indiana
$2.77M +$69K +225 +3%
HBT
520
Hills Bank & Trust
Iowa
$2.76M – – –
GT
521
Greenleaf Trust
Michigan
$2.76M +$119K +387 +4%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.73M – – –
WP
523
WealthPLAN Partners
Nebraska
$2.7M +$357K +1,077 +15%
AC
524
Allstate Corporation
Illinois
$2.7M -$129K -420 -5%
TFS
525
Thoroughbred Financial Services
Tennessee
$2.68M -$122K -399 -4%
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