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Intuitive Surgical
ISRG

Overview Fund Activity

1,313 hedge funds and large institutions have $92.8B invested in Intuitive Surgical in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 544 increasing their positions, 378 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,313
Holders Change
+60
Holders Change %
+4.79%
% of All Funds
22.92%
Holding in Top 10
38
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+58.33%
% of All Funds
0.66%
New
138
Increased
544
Reduced
378
Closed
65
Calls
$1.72B
Puts
$1.88B
Net Calls
-$165M
Net Calls Change
-$133M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$314M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$983M
3
Invesco
Invesco
Georgia
$713M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$254M
5
Macquarie Group
Macquarie Group
Australia
$325M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.6B
2
FP
Financial Perspectives
Minnesota
$331K
3
Edgewood Management
Edgewood Management
Connecticut
$2.61B
4
Capital World Investors
Capital World Investors
California
$3.33B
5
BlackRock
BlackRock
New York
$8.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
901
Ropes Wealth Advisors
Massachusetts
$451K -$9.2K -30 -2%
BAIA
902
Bel Air Investment Advisors
California
$450K -$339K -1,104 -43%
WA
903
Wealth Alliance
New York
$449K -$5.52K -18 -1%
CWM
904
Calamos Wealth Management
Illinois
$447K -$1.84K -6 -0.4%
TFA
905
Teamwork Financial Advisors
Texas
$446K +$28.5K +93 +7%
RMDI
906
R.M. Davis Inc
Maine
$445K -$919 -3 -0.2%
CWM
907
Circle Wealth Management
New Jersey
$442K +$76.3K +249 +21%
CFN
908
Cordasco Financial Network
Florida
$441K – – –
CCMD
909
Cypress Capital Management (Delaware)
Delaware
$441K – – –
RCM
910
RB Capital Management
Nevada
$441K +$46K +150 +12%
CA
911
Cambridge Advisors
Nebraska
$438K – – –
CMO
912
Covenant Multifamily Offices
Texas
$438K +$44.2K +144 +11%
HWA
913
HCR Wealth Advisors
California
$432K +$11K +36 +3%
BAM
914
Blueshift Asset Management
New Jersey
$432K +$432K +1,410 New
CP
915
Castleview Partners
Texas
$432K +$432K +1,410 New
GIA
916
Gladstone Institutional Advisory
Florida
$432K +$432K +1,410 New
CG
917
Colony Group
Massachusetts
$430K +$919 +3 +0.2%
GG
918
Golden Green
South Carolina
$429K -$19.3K -63 -4%
ECM
919
EagleClaw Capital Management
Massachusetts
$428K -$31.3K -102 -7%
BCA
920
Berman Capital Advisors
Georgia
$428K +$186K +609 +77%
SIC
921
Samalin Investment Counsel
New York
$422K +$10.1K +33 +2%
WA
922
Wambolt & Associates
Colorado
$418K -$10.2K -33 -2%
VCA
923
Verdence Capital Advisors
Maryland
$416K +$136K +444 +49%
TFM
924
TFC Financial Management
Massachusetts
$415K -$109K -354 -21%
PCA
925
Personal Capital Advisors
California
$414K -$16.6K -54 -4%
35 36
37
38 39