ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,253 hedge funds and large institutions have $74.1B invested in Intuitive Surgical in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 514 increasing their positions, 386 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+6
Holders Change %
+0.48%
% of All Funds
22.06%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
122
Increased
514
Reduced
386
Closed
105
Calls
$1.23B
Puts
$1.26B
Net Calls
-$32M
Net Calls Change
-$335M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$208M
2
Principal Financial Group
Principal Financial Group
Iowa
+$189M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$159M
4
Citadel Advisors
Citadel Advisors
Florida
+$117M
5
Two Sigma Investments
Two Sigma Investments
New York
+$104M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$448M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$369M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$230M
5
JSP
Jackson Square Partners
California
-$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
551
YorkBridge Wealth Partners
New York
$1.8M +$99.7K +405 +6%
SSI
552
Scott & Selber Inc
Texas
$1.79M -$1.19M -4,848 -40%
WB
553
WesBanco Bank
West Virginia
$1.78M +$1.78M +7,215 New
AMCA
554
Arthur M. Cohen & Associates
Illinois
$1.77M +$242K +984 +16%
TNAM
555
Terra Nova Asset Management
New York
$1.71M -$204K -828 -11%
ANRIA
556
American National Registered Investment Advisor
Texas
$1.7M -$22.9K -93 -1%
Cetera Investment Advisers
557
Cetera Investment Advisers
Illinois
$1.67M -$1.6M -6,495 -49%
DADC
558
D.A. Davidson & Co
Montana
$1.67M +$876K +3,555 +110%
Luther King Capital Management (LKCM)
559
Luther King Capital Management (LKCM)
Texas
$1.64M -$70.9K -288 -4%
RCIM
560
Russell Clark Investment Management
United Kingdom
$1.63M – – –
BRWA
561
B. Riley Wealth Advisors
Florida
$1.62M +$822K +3,330 +103%
VI
562
Vestcor Inc
New Brunswick, Canada
$1.62M -$34.7K -141 -2%
CF
563
Centaurus Financial
California
$1.62M +$248K +1,008 +18%
OPS
564
Orion Portfolio Solutions
Nebraska
$1.6M +$443K +1,797 +38%
MYAM
565
Meiji Yasuda Asset Management
Japan
$1.59M +$245K +996 +18%
SP
566
SWS Partners
Ohio
$1.58M +$431K +1,749 +38%
CCM
567
Canal Capital Management
Virginia
$1.57M +$335K +1,362 +27%
IMRF
568
Illinois Municipal Retirement Fund
Illinois
$1.56M – – –
CAN
569
Cetera Advisor Networks
California
$1.56M +$428K +1,740 +38%
LBD
570
Landsberg Bennett & Dubbaneh
Florida
$1.55M -$2.99K -12 -0.2%
Capstone Investment Advisors
571
Capstone Investment Advisors
New York
$1.54M +$1.54M +6,249 New
AIM
572
Achmea Investment Management
Netherlands
$1.54M – – –
BDS
573
Banco de Sabadell
Florida
$1.5M +$1.5M +6,153 New
CIM
574
Chapman Investment Management
California
$1.5M – – –
AA
575
AlphaCentric Advisors
Puerto Rico
$1.48M – – –
21 22
23
24 25