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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 %
Nomura Holdings
551
Nomura Holdings
Japan
$2.41M -$13M -42,297 -84%
AA
552
ALPS Advisors
Colorado
$2.39M -$208K -678 -8%
PAM
553
Pinpoint Asset Management
Hong Kong
$2.39M +$736K +2,400 +44%
Walleye Trading
554
Walleye Trading
New York
$2.39M +$1.88M +6,147 +375%
EP
555
Eversept Partners
New York
$2.38M – – –
RC
556
RegentAtlantic Capital
New Jersey
$2.37M +$817K +2,664 +53%
YWP
557
YorkBridge Wealth Partners
New York
$2.36M +$119K +387 +5%
MSA
558
Marino Stram & Associates
Massachusetts
$2.36M +$2.36M +7,713 New
AAM
559
Azzad Asset Management
Virginia
$2.35M +$76.3K +249 +3%
GAM
560
Gotham Asset Management
New York
$2.32M +$2.32M +7,554 New
SPFA
561
Summit Place Financial Advisors
New Jersey
$2.31M -$283K -924 -11%
FRA
562
Front Row Advisors
California
$2.3M +$212K +603 +10%
EWA
563
EP Wealth Advisors
California
$2.26M -$1.01M -3,282 -31%
IAA
564
Independent Advisor Alliance
North Carolina
$2.23M -$55.2K -180 -2%
WAM
565
World Asset Management
Michigan
$2.23M -$73.6K -240 -3%
SSI
566
Scott & Selber Inc
Texas
$2.22M -$8.28K -27 -0.4%
HWAM
567
Hennion & Walsh Asset Management
New Jersey
$2.2M +$1.12M +3,645 +103%
VPIM
568
Vanguard Personalized Indexing Management
California
$2.15M +$766K +2,499 +55%
BPA
569
Beacon Pointe Advisors
California
$2.14M +$1.67M +5,454 +354%
RMCM
570
Reynders McVeigh Capital Management
Massachusetts
$2.14M -$557K -1,818 -21%
SC
571
Sepio Capital
Utah
$2.13M -$284K -927 -12%
ANRIA
572
American National Registered Investment Advisor
Texas
$2.09M -$17.5K -57 -0.8%
FTDI
573
First Trust Direct Indexing
Massachusetts
$2.08M +$825K +2,691 +66%
CCM
574
Canal Capital Management
Virginia
$2.07M +$109K +357 +6%
GWM
575
Geneos Wealth Management
Colorado
$2.06M -$1.14M -3,657 -36%
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