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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
+$313M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$228M
3
Invesco
Invesco
Georgia
+$223M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$195M
5
Macquarie Group
Macquarie Group
Australia
+$169M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.52B
2
FP
Financial Perspectives
Minnesota
-$325M
3
Edgewood Management
Edgewood Management
Connecticut
-$269M
4
Capital World Investors
Capital World Investors
California
-$161M
5
BlackRock
BlackRock
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
601
Vestcor Inc
New Brunswick, Canada
$1.82M -$200K -654 -10%
MAM
602
Meeder Asset Management
Ohio
$1.81M +$1.18M +3,834 +186%
WJWM
603
Williams Jones Wealth Management
New York
$1.8M +$1.84K +6 +0.1%
HCM
604
Hodges Capital Management
Texas
$1.78M -$161K -525 -8%
IA
605
IndexIQ Advisors
New York
$1.78M +$64.4K +210 +4%
LS
606
Livforsakringsbolaget Skandia
Sweden
$1.77M +$184K +600 +12%
AWM
607
AE Wealth Management
Kansas
$1.77M +$395K +1,290 +29%
IMRF
608
Illinois Municipal Retirement Fund
Illinois
$1.76M -$188K -615 -10%
AIA
609
Avalon Investment & Advisory
Texas
$1.76M +$70.8K +231 +4%
NC
610
NZS Capital
Colorado
$1.72M +$1.72M +5,604 New
EIM
611
Essex Investment Management
Massachusetts
$1.72M -$58.9K -192 -3%
S
612
Seeyond
France
$1.71M -$54.2K -177 -3%
EBT
613
Enterprise Bank & Trust
Massachusetts
$1.7M +$17.5K +57 +1%
AI
614
AXS Investments
New York
$1.69M +$561K +1,830 +50%
HCM
615
Hollencrest Capital Management
California
$1.68M +$92K +300 +6%
FHC
616
First Horizon Corporation
Tennessee
$1.68M +$919 +3 +0.1%
CCP
617
Corient Capital Partners
California
$1.67M +$162K +528 +11%
BC
618
Bartlett & Co
Ohio
$1.67M – – –
BCWM
619
Bartlett & Co Wealth Management
Ohio
$1.67M – – –
KP
620
Keel Point
Alabama
$1.66M -$86.5K -282 -5%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$1.66M +$151K +492 +10%
TI
622
Tidal Investments
Wisconsin
$1.64M +$480K +1,566 +41%
WCM
623
Whitener Capital Management
North Carolina
$1.63M +$1.84K +6 +0.1%
CC
624
Cornerstone Capital
California
$1.63M +$416K +1,356 +34%
DAM
625
Derbend Asset Management
Georgia
$1.63M +$1.63M +5,301 New
23 24
25
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