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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 %
OQS
601
Occudo Quantitative Strategies
Florida
$1.32M +$1.32M +5,349 New
WCM
602
Whitener Capital Management
North Carolina
$1.31M +$7.38K +30 +0.6%
PAS
603
Park Avenue Securities
New York
$1.3M +$182K +738 +16%
UB
604
UMB Bank
Missouri
$1.29M -$8.86K -36 -0.7%
LC
605
Lavaca Capital
Texas
$1.29M +$27.3K +111 +2%
WSFS
606
Wilmington Savings Fund Society
Delaware
$1.28M – – –
HCM
607
Hollencrest Capital Management
California
$1.28M – – –
LS
608
Livforsakringsbolaget Skandia
Sweden
$1.28M – – –
FFA
609
First Foundation Advisors
California
$1.27M +$304K +1,236 +31%
CCC
610
Crescent Capital Consulting
Louisiana
$1.27M +$18.4K +75 +1%
CLOS
611
Compagnie Lombard Odier SCmA
Switzerland
$1.27M +$236K +960 +23%
FSA
612
Financial Sense Advisors
California
$1.27M +$78.3K +318 +7%
FBT
613
First Bank & Trust
South Dakota
$1.27M +$189K +768 +18%
BOTW
614
Bank of the West
California
$1.26M +$3.7K +15 +0.3%
IA
615
IAM Advisory
Pennsylvania
$1.26M +$16.5K +57 +1%
JWBC
616
J.W. Burns & Co
New York
$1.26M +$88.7K +360 +8%
RIL
617
Rothschild Investment LLC
Illinois
$1.26M -$73.9K -300 -6%
RC
618
RegentAtlantic Capital
New Jersey
$1.25M +$778K +3,156 +166%
CCP
619
Clarkston Capital Partners
Michigan
$1.23M +$850K +3,450 +223%
LG
620
LaFleur & Godfrey
Michigan
$1.23M – – –
CCP
621
Corient Capital Partners
California
$1.22M +$56.9K +231 +5%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$1.21M -$224K -909 -16%
FWIA
623
Fort Washington Investment Advisors
Ohio
$1.21M – – –
RAM
624
Redmond Asset Management
Virginia
$1.21M – – –
LWAM
625
Legacy Wealth Asset Management
Minnesota
$1.21M +$8.87K +36 +0.7%
23 24
25
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