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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 %
JWCA
776
J.W. Cole Advisors
Florida
$577K +$55.4K +225 +11%
CG
777
Caprock Group
Idaho
$576K -$82.8K -336 -13%
MCM
778
MAI Capital Management
Ohio
$575K +$170K +690 +42%
AA
779
Ancora Advisors
Ohio
$573K – – –
Arrowstreet Capital
780
Arrowstreet Capital
Massachusetts
$570K -$1.7M -6,918 -75%
CB
781
CNB Bank
Pennsylvania
$566K +$118K +480 +26%
AWA
782
Arete Wealth Advisors
Illinois
$566K +$566K +2,298 New
MAFM
783
Mid Atlantic Financial Management
Pennsylvania
$561K -$155K -630 -22%
JIC
784
Joel Isaacson & Co
New York
$558K +$22.2K +90 +4%
HAG
785
HighPoint Advisor Group
Illinois
$556K -$36.1K -138 -6%
DWM
786
Dakota Wealth Management
Florida
$556K -$739 -3 -0.1%
DWT
787
Dorsey & Whitney Trust
South Dakota
$556K +$87.9K +357 +19%
PAM
788
Paradigm Asset Management
New York
$554K -$73.9K -300 -12%
RE
789
RBC Europe
United Kingdom
$554K +$209K +849 +61%
DWA
790
Douglass Winthrop Advisors
New York
$551K – – –
PFG
791
PAX Financial Group
Texas
$548K +$320K +1,299 +141%
B
792
Barings
North Carolina
$547K -$58.4K -237 -10%
ZCM
793
Ziegler Capital Management
Illinois
$547K +$54.7K +222 +11%
HT
794
Heritage Trust
Oklahoma
$537K -$20.7K -84 -4%
SBIA
795
Sheaff Brock Investment Advisors
Indiana
$536K -$1.48K -6 -0.3%
HCMG
796
Howard Capital Management Group
California
$536K +$536K +2,175 New
HI
797
Harrington Investments
California
$535K -$5.17K -21 -1%
WIA
798
Wealthstreet Investment Advisors
Texas
$533K – – –
GFS
799
GYL Financial Synergies
Connecticut
$530K +$39.2K +159 +8%
BIAS
800
Beacon Investment Advisory Services
New Jersey
$526K +$5.17K +21 +1%
30 31
32
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