ISRG icon

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 %
BFEC
676
Benjamin F. Edwards & Company
Missouri
$1.24M +$7.36K +24 +0.6%
CA
677
Cetera Advisors
Colorado
$1.21M +$136K +444 +13%
FRA
678
Frank Rimerman Advisors
California
$1.21M – – –
KA
679
Kintegral Advisory
New York
$1.2M – – –
ACM
680
Ativo Capital Management
Illinois
$1.19M – – –
DT
681
Diversified Trust
Tennessee
$1.19M +$323K +1,053 +37%
PWM
682
Perigon Wealth Management
California
$1.18M +$42.3K +138 +4%
ACM
683
Alamar Capital Management
California
$1.17M +$19.3K +63 +2%
LP
684
LMR Partners
United Kingdom
$1.17M +$1.17M +3,825 New
CW
685
CreativeOne Wealth
Kansas
$1.17M +$202K +660 +21%
LOIM
686
Liberty One Investment Management
Illinois
$1.17M +$59.8K +195 +5%
PCM
687
Prelude Capital Management
New York
$1.16M +$27.6K +90 +2%
APA
688
American Portfolios Advisors
New York
$1.14M +$52.4K +171 +5%
BFG
689
Berger Financial Group
Minnesota
$1.14M – – –
CAM
690
Cresset Asset Management
Illinois
$1.14M +$132K +429 +13%
WF
691
Welch & Forbes
Massachusetts
$1.13M – – –
QSS
692
Quantitative Systematic Strategies
Florida
$1.13M +$1.13M +3,675 New
UFF
693
USA Financial Formulas
Michigan
$1.12M -$59.8K -195 -5%
PA
694
Parallel Advisors
California
$1.11M +$138K +450 +14%
SFA
695
Sequoia Financial Advisors
Ohio
$1.11M +$22.1K +72 +2%
CIM
696
CIM Investment Management
Pennsylvania
$1.11M -$31.3K -102 -3%
KIA
697
KCM Investment Advisors
California
$1.11M +$24.8K +81 +2%
IFAM
698
Institutional & Family Asset Management
Colorado
$1.1M – – –
AWM
699
Altium Wealth Management
New York
$1.09M +$129K +420 +13%
PFWA
700
Paces Ferry Wealth Advisors
Georgia
$1.09M -$3.68K -12 -0.3%
26 27
28
29 30