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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 %
BG
826
Benedetti & Gucer
Georgia
$484K +$484K +1,968 New
FWM
827
Foresight Wealth Management
Utah
$483K +$11.1K +45 +2%
MCM
828
Manchester Capital Management
Vermont
$481K -$2.22K -9 -0.5%
FP
829
Financial Perspectives
Minnesota
$479K +$479K +1,060,632 +98,207%
CCG
830
Cypress Capital Group
Florida
$471K -$12.6K -51 -3%
EMG
831
ETF Managers Group
New Jersey
$467K +$61K +252 +15%
MIM
832
Moseley Investment Management
Florida
$467K +$114K +462 +32%
BFM
833
Boothbay Fund Management
New York
$466K +$466K +1,890 New
NAM
834
North American Management
Massachusetts
$466K – – –
FWM
835
Frontier Wealth Management
Missouri
$460K +$15.5K +63 +3%
W
836
WealthStone
Ohio
$458K +$25.1K +102 +6%
GC
837
GFG Capital
Florida
$456K +$7.39K +30 +2%
LC
838
Lindbrook Capital
California
$455K +$8.86K +36 +2%
TFIPS
839
Towarzystwo Funduszy Inwestycyjnych PZU SA
$454K – – –
AWM
840
Apollon Wealth Management
South Carolina
$453K +$453K +1,839 New
CRCM
841
Corbett Road Capital Management
Virginia
$452K +$93.1K +378 +26%
GBT
842
Grove Bank & Trust
Florida
$451K +$73.8K +300 +20%
MFW
843
Meristem Family Wealth
Minnesota
$450K +$15.5K +63 +4%
ECM
844
Evergreen Capital Management
Washington
$444K -$2.96K -12 -0.7%
CICI
845
Capital Investment Counsel Inc
North Carolina
$443K – – –
VWA
846
V Wealth Advisors
Kansas
$443K +$77.5K +315 +21%
NL
847
Navalign LLC
California
$443K +$443K +1,800 New
AII
848
AGF Investments Inc
Ontario, Canada
$439K +$201K +816 +84%
FPA
849
First Pacific Advisors
California
$437K – – –
VAS
850
Vestmark Advisory Solutions
Massachusetts
$435K -$58.3K -237 -12%
32 33
34
35 36