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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 %
BFM
676
Boston Financial Management
Massachusetts
$913K +$7.39K +30 +0.8%
WF
677
Welch & Forbes
Massachusetts
$909K – – –
PCM
678
Prelude Capital Management
New York
$907K +$639K +2,592 +238%
AI
679
AXS Investments
New York
$905K +$905K +3,675 New
PVH
680
Psagot Value Holdings
Israel
$904K – – –
1WA
681
180 Wealth Advisors
Washington
$899K +$228K +828 +34%
ECM
682
ExodusPoint Capital Management
New York
$891K +$891K +3,618 New
LOIM
683
Liberty One Investment Management
Illinois
$889K +$34K +138 +4%
IFAM
684
Institutional & Family Asset Management
Colorado
$887K – – –
SW
685
SkyOak Wealth
Michigan
$882K -$180K -621 -17%
PFWA
686
Paces Ferry Wealth Advisors
Georgia
$877K -$11.1K -45 -1%
SFA
687
Sequoia Financial Advisors
Ohio
$875K -$44.3K -180 -5%
APA
688
American Portfolios Advisors
New York
$875K +$452K +1,836 +107%
HWAM
689
Hennion & Walsh Asset Management
New Jersey
$873K +$873K +3,546 New
BFC
690
Bedel Financial Consulting
Indiana
$872K – – –
CPIG
691
Chicago Partners Investment Group
Illinois
$869K +$76.2K +264 +10%
KIA
692
KCM Investment Advisors
California
$868K +$129K +525 +18%
CA
693
Cetera Advisors
Colorado
$861K +$215K +873 +33%
BM
694
Brandywine Managers
Delaware
$861K +$307K +1,245 +55%
RHBC
695
R.H. Bluestein & Co
Michigan
$853K +$37K +150 +5%
II
696
Inspire Investing
Idaho
$850K +$304K +1,233 +56%
CCM
697
Cinctive Capital Management
New York
$842K +$842K +3,417 New
ATPW
698
Ashton Thomas Private Wealth
Arizona
$839K -$42.9K -174 -5%
HBT
699
Heartland Bank & Trust
Illinois
$839K +$208K +846 +33%
BC
700
BIT Capital
Germany
$831K +$643K +2,610 +341%
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