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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 %
ClearBridge Investments
851
ClearBridge Investments
New York
$434K – – –
FHC
852
First Heartland Consultants
Missouri
$429K +$95.4K +387 +29%
SIC
853
SFE Investment Counsel
California
$424K +$76.1K +309 +22%
WWM
854
Windsor Wealth Management
Indiana
$421K -$15.5K -63 -4%
SC
855
Scholtz & Company
Connecticut
$420K -$3.69K -15 -0.9%
BHB
856
Bank Hapoalim BM
Israel
$420K – – –
TFM
857
TFC Financial Management
Massachusetts
$420K – – –
MC
858
Moors & Cabot
Massachusetts
$419K +$8.07K +33 +2%
MWM
859
Modera Wealth Management
New Jersey
$418K – – –
RWA
860
Ropes Wealth Advisors
Massachusetts
$418K +$48.5K +174 +13%
SWM
861
SeaCrest Wealth Management
New York
$414K -$7.39K -30 -2%
SP
862
Symmetry Partners
Connecticut
$412K -$65K -264 -14%
B
863
Bellecapital
Switzerland
$407K +$67.2K +273 +20%
HI
864
Harbour Investments
Wisconsin
$407K +$407K +1,653 New
RMC
865
Resources Management Corp
Connecticut
$406K -$14.8K -60 -4%
ARMT
866
Amica Retiree Medical Trust
Rhode Island
$406K – – –
CCT
867
Country Club Trust
Missouri
$406K +$18.9K +78 +5%
Walleye Trading
868
Walleye Trading
New York
$404K -$6.75M -27,414 -94%
MSFS
869
Main Street Financial Solutions
Pennsylvania
$404K +$18.5K +75 +5%
WOSD
870
WFA of San Diego
California
$403K -$3.7K -15 -0.9%
CF
871
Copperwynd Financial
Arizona
$400K +$97.6K +396 +32%
MC
872
Matisse Capital
Oregon
$399K – – –
LOAMS
873
Lombard Odier Asset Management (Switzerland)
Switzerland
$399K +$399K +1,620 New
WSTAM
874
Wilbanks Smith & Thomas Asset Management
Virginia
$398K -$20.7K -84 -5%
WPC
875
Waters Parkerson & Co
Louisiana
$395K -$11.8K -48 -3%
33 34
35
36 37