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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 %
AC
801
Avestar Capital
New York
$525K -$178K -615 -25%
CC
802
Cannell & Co
New York
$525K – – –
EWM
803
Endurance Wealth Management
Rhode Island
$523K – – –
AWM
804
Avior Wealth Management
Nebraska
$522K – – –
HI
805
Horizon Investments
North Carolina
$521K -$177K -717 -25%
LWMM
806
Legacy Wealth Management (Mississippi)
Mississippi
$521K – – –
CS
807
Comerica Securities
Michigan
$519K +$107K +435 +26%
WG
808
Winton Group
United Kingdom
$518K -$746K -3,027 -59%
AIC
809
Archer Investment Corporation
Indiana
$517K – – –
SFI
810
SPC Financial Inc
Maryland
$517K -$1.03M -4,200 -67%
CI
811
Clal Insurance
Israel
$517K +$517K +2,100 New
DI
812
Diligent Investors
California
$514K -$44.3K -180 -8%
FNT
813
First National Trust
Pennsylvania
$511K -$220K -894 -30%
FMLI
814
Fukoku Mutual Life Insurance
Japan
$509K – – –
PHK
815
Point72 Hong Kong
Hong Kong
$508K -$4.75M -19,308 -90%
WGA
816
Weather Gauge Advisory
Virginia
$508K -$133K -540 -21%
MAM
817
Meeder Asset Management
Ohio
$508K +$28.1K +114 +6%
JSC
818
Jackson Square Capital
California
$507K -$739 -3 -0.1%
HA
819
HYA Advisors
Missouri
$507K – – –
TPM
820
Triasima Portfolio Management
Quebec, Canada
$501K – – –
HSA
821
HBK Sorce Advisory
Pennsylvania
$499K -$2.96K -12 -0.6%
IP
822
Intellectus Partners
California
$497K – – –
CS
823
Cannell & Spears
New York
$495K -$20.7K -84 -4%
CTC
824
Central Trust Company
Missouri
$493K -$62.9K -255 -11%
IWC
825
Integrated Wealth Concepts
Massachusetts
$490K +$61.3K +249 +14%
31 32
33
34 35