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 %
CAM
926
Claret Asset Management
Quebec, Canada
$329K – – –
AIC
927
Ameritas Investment Company
Nebraska
$329K +$329K +1,335 New
CIC
928
Crawford Investment Counsel
Georgia
$328K +$3.69K +15 +1%
FNBOH
929
First National Bank of Hutchinson
Kansas
$326K -$80.6K -327 -20%
BWLSA
930
Blue Water Life Science Advisors
California
$325K – – –
VC
931
Veery Capital
Delaware
$324K -$10.4K -42 -3%
PCM
932
Parsons Capital Management
Rhode Island
$324K – – –
VWM
933
Vigilare Wealth Management
Arizona
$324K +$34.8K +141 +12%
DP
934
Dearborn Partners
Illinois
$323K – – –
SB
935
Strategic Blueprint
Georgia
$322K +$14K +57 +5%
AWM
936
Aries Wealth Management
Maine
$322K +$126K +480 +64%
EI
937
Ellevest Inc
New York
$321K +$45K +183 +16%
EAMA
938
EFG Asset Management (Americas)
Florida
$319K +$49.5K +201 +18%
IWM
939
IHT Wealth Management
Illinois
$319K +$319K +1,296 New
FC
940
Financial Consulate
Maryland
$318K +$60.5K +246 +23%
QCG
941
Quadrant Capital Group
Ohio
$317K +$24.4K +99 +8%
RCM
942
RB Capital Management
Nevada
$317K +$62.1K +252 +24%
DWM
943
Dorchester Wealth Management
Quebec, Canada
$317K +$317K +1,287 New
CMO
944
Covenant Multifamily Offices
Texas
$316K – – –
VFA
945
Values First Advisors
Tennessee
$314K +$29.6K +120 +10%
GAM
946
Griffin Asset Management
New York
$313K +$313K +1,269 New
SAM
947
Strategy Asset Managers
California
$311K +$14.8K +60 +5%
PNAA
948
Pictet North America Advisors
Switzerland
$311K +$26.6K +108 +9%
EWA
949
Encompass Wealth Advisors
Oregon
$308K – – –
IWA
950
IVC Wealth Advisors
Pennsylvania
$307K +$3.7K +15 +1%
36 37
38
39 40