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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
1
Millennium Management
New York
$239M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$306M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.44B
4
Citadel Advisors
4
Citadel Advisors
Florida
$152M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$117M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.17B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$6.65B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$541M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$1.18B
5
JSP
5
Jackson Square Partners
California
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCBWMS
951
Texas Capital Bank Wealth Management Services
Texas
$304K – – –
CIM
952
Contravisory Investment Management
Massachusetts
$304K +$13.3K +54 +5%
PFO
953
Pathstone Family Office
New Jersey
$303K +$154K +627 +104%
SS
954
Simplicity Solutions
Minnesota
$300K -$48.8K -198 -14%
KWM
955
Kingsview Wealth Management
Oregon
$300K -$13.5K -54 -4%
SN
956
Sittner & Nelson
Oregon
$299K – – –
PP
957
PDT Partners
New York
$296K -$4.22M -17,100 -93%
TSWM
958
Triangle Securities Wealth Management
North Carolina
$296K – – –
CM
959
Castleark Management
Illinois
$296K – – –
PI
960
Parkside Investments
Illinois
$295K – – –
CWM
961
Circle Wealth Management
New Jersey
$294K +$294K +1,194 New
NNP
962
Nachman Norwood & Parrott
South Carolina
$293K -$24.4K -99 -8%
PFS
963
Prospera Financial Services
Texas
$292K +$39.9K +162 +16%
AG
964
AIA Group
Hong Kong
$292K +$292K +1,185 New
TFS
965
TrustCore Financial Services
Tennessee
$291K -$8.86K -36 -3%
NPF
966
Norris Perne & French
Michigan
$283K -$405K -1,644 -59%
EWA
967
Exencial Wealth Advisors
Oklahoma
$282K – – –
FRM
968
Fox Run Management
Connecticut
$282K +$282K +1,143 New
GKWIM
969
Gerber Kawasaki Wealth & Investment Management
California
$281K -$12.5K -51 -4%
CAG
970
Crestwood Advisors Group
Massachusetts
$279K -$2.95K -12 -1%
HB
971
Homrich & Berg
Georgia
$279K – – –
LJAC
972
L.J. Altfest & Co
New York
$278K -$543K -2,205 -66%
CMI
973
Clare Market Investments
Texas
$277K – – –
ZIC
974
ZWJ Investment Counsel
Georgia
$277K -$36.9K -150 -12%
RPC
975
Rossmore Private Capital
Connecticut
$277K -$36.9K -150 -12%
37 38
39
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