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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 %
BO
526
BRR OpCo
Ohio
$2.68M – – –
WT
527
Whittier Trust
California
$2.66M -$167K -546 -6%
SSB
528
Sandy Spring Bank
Maryland
$2.65M +$30.3K +99 +1%
MFAM
529
Motley Fool Asset Management
Virginia
$2.63M +$189K +615 +8%
AMCA
530
Arthur M. Cohen & Associates
Illinois
$2.62M +$417K +1,359 +19%
CRC
531
Curi RMB Capital
Illinois
$2.62M -$33.1K -108 -1%
ECM
532
ExodusPoint Capital Management
New York
$2.61M +$1.5M +4,902 +135%
PP
533
Paloma Partners
Connecticut
$2.61M +$1.86M +6,066 +247%
BSAM
534
Blue Square Asset Management
New York
$2.61M +$151K +492 +6%
CK
535
Cohen Klingenstein
New York
$2.59M – – –
CAN
536
Cetera Advisor Networks
California
$2.59M +$654K +2,133 +34%
IB
537
Intrust Bank
Kansas
$2.59M +$49.7K +162 +2%
GI
538
GAMCO Investors
Connecticut
$2.58M +$254K +828 +11%
N
539
Natixis
France
$2.55M +$1.12M +3,645 +78%
GRP
540
Global Retirement Partners
California
$2.54M +$212K +693 +9%
AIM
541
Achmea Investment Management
Netherlands
$2.53M +$615K +2,007 +32%
DSAM
542
Dock Street Asset Management
Florida
$2.53M -$34.9K -114 -1%
BAM
543
Bruderman Asset Management
New York
$2.51M +$47.8K +156 +2%
AII
544
AGF Investments Inc
Ontario, Canada
$2.51M +$1.96M +6,399 +359%
WTC
545
WhitTier Trust Company
Nevada
$2.5M – – –
WB
546
WesBanco Bank
West Virginia
$2.48M +$267K +870 +12%
AP
547
Advisor Partners
California
$2.48M +$16.6K +54 +0.7%
OPS
548
Orion Portfolio Solutions
Nebraska
$2.44M +$455K +1,485 +23%
CNC
549
Canandaigua National Corp
New York
$2.43M -$63.4K -207 -3%
WDA
550
Wendell David Associates
New Hampshire
$2.41M – – –
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