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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 %
TMAM
751
Tokio Marine Asset Management
Japan
$632K +$91.7K +372 +17%
CCM
752
Community Capital Management
Florida
$631K – – –
PWAG
753
Polaris Wealth Advisory Group
California
$629K +$179K +684 +40%
CGI
754
Comgest Global Investors
France
$628K – – –
SVWAG
755
Sound View Wealth Advisors Group
Georgia
$627K -$59.9K -243 -9%
PPP
756
Private Portfolio Partners
New Jersey
$627K +$187K +759 +43%
MWM
757
Meridian Wealth Management
Kentucky
$624K -$793K -3,216 -56%
FMB
758
Field & Main Bank
Kentucky
$624K +$42.1K +171 +7%
NAM
759
NorthCoast Asset Management
Connecticut
$623K -$924K -3,750 -60%
RJT
760
Raymond James Trust
Florida
$621K -$25.1K -102 -4%
SFS
761
Sowell Financial Services
Arkansas
$618K -$125K -444 -17%
LWP
762
Lumature Wealth Partners
Georgia
$618K +$618K +2,511 New
KLCM
763
KG&L Capital Management
Louisiana
$615K +$615K +2,496 New
PF
764
Phoenix Financial
Israel
$612K -$75.5K -312 -11%
HIA
765
Harbor Investment Advisory
Maryland
$611K – – –
S
766
SignatureFD
Georgia
$611K +$42.1K +171 +7%
Cerity Partners
767
Cerity Partners
New York
$610K -$40.6K -165 -6%
PNC
768
Park National Corp
Ohio
$605K -$462K -1,875 -43%
PP
769
Paloma Partners
Connecticut
$605K +$230K +933 +61%
AFP
770
Ausdal Financial Partners
Iowa
$604K +$117K +474 +24%
MWM
771
Minot Wealth Management
Massachusetts
$602K +$154K +627 +34%
DIA
772
Dana Investment Advisors
Wisconsin
$597K +$6.65K +27 +1%
DBT
773
Dubuque Bank & Trust
Iowa
$591K -$13.3K -54 -2%
ECM
774
EMC Capital Management
Texas
$591K +$369K +1,500 +167%
GFP
775
Gryphon Financial Partners
Ohio
$581K +$5.17K +21 +0.9%
29 30
31
32 33