ISRG icon

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
$239M
2
Principal Financial Group
Principal Financial Group
Iowa
$306M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
4
Citadel Advisors
Citadel Advisors
Florida
$152M
5
Two Sigma Investments
Two Sigma Investments
New York
$117M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.17B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.65B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$541M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.18B
5
JSP
Jackson Square Partners
California
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
876
Bank of Stockton
California
$391K -$28.8K -117 -7%
CYG
877
Clean Yield Group
Vermont
$388K – – –
CAM
878
Concorde Asset Management
Michigan
$386K -$1.08M -4,392 -74%
PWPS
879
Pinnacle Wealth Planning Services
Ohio
$384K -$17K -69 -4%
SC
880
Savant Capital
Illinois
$384K -$7.4K -30 -2%
NAS
881
Nicolet Advisory Services
Wisconsin
$382K +$1.48K +6 +0.4%
AIM
882
Anchor Investment Management
South Carolina
$381K +$138K +561 +57%
LWM
883
Laidlaw Wealth Management
New York
$381K +$51.8K +210 +16%
TA
884
Tectonic Advisors
Texas
$378K -$51.8K -210 -12%
BPA
885
Beacon Pointe Advisors
California
$377K -$1.23M -5,025 -77%
BS
886
Bessemer Securities
New York
$377K – – –
IA
887
IFP Advisors
Florida
$376K -$55.1K -225 -13%
EA
888
Ellsworth Advisors
Ohio
$376K +$2.22K +9 +0.6%
ALAM
889
Asahi Life Asset Management
Japan
$372K -$337K -1,368 -48%
LIM
890
Leavell Investment Management
Alabama
$369K -$73.8K -300 -17%
WA
891
WBH Advisory
Maryland
$369K – – –
NFG
892
Nations Financial Group
Iowa
$369K – – –
NG
893
Northstar Group
New York
$369K – – –
ECM
894
EagleClaw Capital Management
Massachusetts
$369K +$2.96K +12 +0.8%
DA
895
DCM Advisors
New York
$369K +$170K +690 +85%
CA
896
Cullinan Associates
Kentucky
$369K +$369K +1,500 New
CA
897
Cortland Associates
Missouri
$369K +$369K +1,500 New
WA
898
Wealth Alliance
New York
$365K -$5.17K -21 -1%
GG
899
Golden Green
South Carolina
$361K -$522K -2,118 -59%
KA
900
Kercheville Advisors
Texas
$361K -$7.37K -30 -2%
34 35
36
37 38