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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 %
FTDI
651
First Trust Direct Indexing
Massachusetts
$1.01M +$59.1K +240 +6%
MCP
652
Mirador Capital Partners
California
$1M -$174K -705 -15%
WFC
653
Western Financial Corp
California
$1M +$115K +465 +13%
OSAM
654
O'Shaughnessy Asset Management
Connecticut
$996K -$17.7K -72 -2%
IC
655
IEQ Capital
California
$990K +$990K +4,023 New
CAAS
656
Capital Asset Advisory Services
Michigan
$989K +$164K +666 +20%
BFEC
657
Benjamin F. Edwards & Company
Missouri
$988K +$54.7K +222 +6%
WHG
658
Westwood Holdings Group
Texas
$986K -$134K -546 -12%
EF
659
Empirical Finance
Pennsylvania
$986K – – –
WCM
660
Weld Capital Management
New York
$984K +$984K +3,993 New
TCM
661
Teza Capital Management
Illinois
$983K +$983K +3,990 New
CC
662
Cornerstone Capital
California
$976K +$285K +1,158 +41%
FRA
663
Frank Rimerman Advisors
California
$969K – – –
EGM
664
Engineers Gate Manager
New York
$964K +$964K +3,915 New
KA
665
Kintegral Advisory
New York
$963K – – –
ACM
666
Ativo Capital Management
Illinois
$959K +$10.3K +42 +1%
UFF
667
USA Financial Formulas
Michigan
$948K +$160K +648 +20%
NA
668
NewEdge Advisors
Louisiana
$940K +$135K +549 +17%
SIM
669
Sentry Investment Management
Wisconsin
$938K -$4.49M -18,204 -83%
TI
670
Tidal Investments
Wisconsin
$932K +$282K +1,143 +43%
ACM
671
Alamar Capital Management
California
$927K +$99.8K +405 +12%
BFG
672
Berger Financial Group
Minnesota
$917K -$1.48K -6 -0.2%
MHS
673
M Holdings Securities
Oregon
$917K +$917K +3,723 New
CIM
674
CIM Investment Management
Pennsylvania
$916K -$31.1K -126 -3%
PWM
675
Perigon Wealth Management
California
$914K +$914K +3,711 New
25 26
27
28 29