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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 %
CAM
701
Congress Asset Management
Massachusetts
$828K +$79.1K +321 +11%
IFO
702
Independent Family Office
New York
$825K – – –
IEFM
703
IQ EQ Fund Management
Ireland
$817K +$138K +561 +20%
PCS
704
Personal CFO Solutions
New Jersey
$811K +$28.1K +114 +4%
QP
705
Quilter Plc
United Kingdom
$811K +$141K +573 +21%
CAM
706
Cresset Asset Management
Illinois
$808K +$238K +963 +42%
DCM
707
Donaldson Capital Management
Indiana
$807K -$112K -456 -12%
TIA
708
Tiemann Investment Advisors
California
$805K +$90.2K +366 +13%
CSIC
709
Clifford Swan Investment Counsel
California
$799K +$14.8K +60 +2%
SWP
710
Stratos Wealth Partners
Ohio
$792K +$36.2K +147 +5%
BJL
711
Brighton Jones LLC
Washington
$784K +$2.96K +12 +0.4%
PA
712
Parallel Advisors
California
$784K +$61.3K +249 +8%
EP
713
Eudaimonia Partners
Tennessee
$780K -$782K -3,174 -50%
PIA
714
Perennial Investment Advisors
California
$780K +$360K +1,461 +86%
MCC
715
Money Concepts Capital
Florida
$775K -$2.22K -9 -0.3%
CW
716
CreativeOne Wealth
Kansas
$775K +$89.4K +363 +13%
MCIA
717
Mountain Capital Investment Advisors
Colorado
$772K +$12.7K +48 +2%
AWM
718
Altium Wealth Management
New York
$771K +$216K +876 +39%
CCP
719
Cunning Capital Partners
North Carolina
$768K +$768K +3,120 New
ATC
720
Argent Trust Co
Tennessee
$767K -$8.86K -36 -1%
CCA
721
Checchi Capital Advisers
California
$766K -$14K -57 -2%
SWM
722
Segment Wealth Management
Texas
$752K +$82K +333 +12%
JGGDR
723
JGP Global Gestao de Recursos
Brazil
$750K -$659K -2,676 -47%
GA
724
GoalVest Advisory
New York
$747K +$93.8K +381 +14%
CCM
725
Conway Capital Management
California
$746K – – –
27 28
29
30 31