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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 %
IWP
576
Icon Wealth Partners
Texas
$1.48M +$276K +1,122 +23%
CI Investments Inc
577
CI Investments Inc
Ontario, Canada
$1.46M +$441K +1,791 +43%
FRA
578
Front Row Advisors
California
$1.46M +$79.1K +321 +6%
WJWM
579
Williams Jones Wealth Management
New York
$1.45M -$378K -1,536 -21%
HPWM
580
High Pines Wealth Management
Massachusetts
$1.45M +$11.8K +48 +0.8%
VCM
581
Virtue Capital Management
Tennessee
$1.44M -$73.1K -297 -5%
EIM
582
Essex Investment Management
Massachusetts
$1.43M -$59.1K -240 -4%
S
583
Seeyond
France
$1.42M +$28.1K +114 +2%
RCM
584
Regency Capital Management
Hawaii
$1.42M +$1.42M +5,745 New
NL
585
NWAM LLC
Washington
$1.41M -$629K -2,556 -31%
KP
586
Keel Point
Alabama
$1.41M +$40.6K +165 +3%
BTWM
587
Baker Tilly Wealth Management
Wisconsin
$1.39M +$578K +2,346 +71%
IA
588
IndexIQ Advisors
New York
$1.38M +$180K +729 +15%
CG
589
Carmignac Gestion
France
$1.38M -$643K -2,628 -32%
AA
590
Altman Advisors
Illinois
$1.38M -$80.5K -327 -6%
PA
591
Paragon Advisors
Texas
$1.36M +$349K +1,419 +35%
AIA
592
Avalon Investment & Advisory
Texas
$1.35M +$217K +879 +19%
EBT
593
Enterprise Bank & Trust
Massachusetts
$1.35M +$20K +81 +1%
DY
594
Dowling & Yahnke
California
$1.35M +$141K +573 +12%
FHC
595
First Horizon Corporation
Tennessee
$1.35M +$739 +3 +0.1%
BCWM
596
Bartlett & Co Wealth Management
Ohio
$1.34M – – –
BC
597
Bartlett & Co
Ohio
$1.34M – – –
RWB
598
RMR Wealth Builders
New Jersey
$1.33M +$149K +603 +13%
PAM
599
Pinpoint Asset Management
Hong Kong
$1.33M +$1.33M +5,400 New
CFGS
600
Concourse Financial Group Securities
Alabama
$1.33M +$179K +726 +16%
22 23
24
25 26