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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 %
FHA
726
Flagship Harbor Advisors
Massachusetts
$741K -$23.6K -96 -3%
KJHP
727
K.J. Harrison & Partners
Ontario, Canada
$739K +$370K +1,500 +100%
BRWM
728
B. Riley Wealth Management
Tennessee
$728K +$65K +264 +10%
MSE
729
MUFG Securities EMEA
United Kingdom
$723K +$324K +1,317 +81%
CGL
730
Clarius Group LLC
Washington
$708K +$8.87K +36 +1%
IFWM
731
Institute for Wealth Management
Colorado
$702K +$62.1K +252 +10%
VVP
732
Venture Visionary Partners
Ohio
$699K -$196K -795 -22%
TAM
733
Trust Asset Management
Texas
$696K +$124K +504 +22%
DT
734
Diversified Trust
Tennessee
$695K -$109K -444 -14%
FDCDDQ
735
Federation des caisses Desjardins du Quebec
Quebec, Canada
$690K +$48K +195 +7%
DTL
736
Dynamic Technology Lab
Singapore
$685K +$685K +2,781 New
WI
737
WrapManager Inc
California
$677K +$739 +3 +0.1%
SS
738
Sunbelt Securities
Texas
$675K -$17.7K -72 -3%
TTWM
739
TCV Trust & Wealth Management
Virginia
$669K – – –
QT
740
Quantbot Technologies
New York
$669K +$669K +2,718 New
SSWM
741
Smith Salley Wealth Management
North Carolina
$665K -$446K -1,809 -40%
EH
742
Employers Holdings
Nevada
$665K – – –
SRC
743
Stone Run Capital
New York
$665K – – –
CT
744
Columbia Trust
Oregon
$661K -$14K -57 -2%
HFM
745
Harvest Fund Management
China
$654K -$255K -1,035 -28%
Lido Advisors
746
Lido Advisors
California
$650K +$181K +735 +39%
SWP
747
Strategic Wealth Partners
Ohio
$641K +$112K +453 +21%
BOM
748
Bank of Marin
California
$639K – – –
WP
749
WMS Partners
Maryland
$638K – – –
BAIA
750
Bel Air Investment Advisors
California
$633K +$633K +2,571 New
28 29
30
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