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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 %
ACM
976
Advisors Capital Management
New Jersey
$276K +$10.3K +42 +4%
SFO
977
Standard Family Office
South Dakota
$276K +$272K +1,104 +7,360%
CCA
978
Cobblestone Capital Advisors
New York
$274K – – –
CIAS
979
Capital Investment Advisory Services
North Carolina
$273K – – –
RF
980
Rollins Financial
Georgia
$273K +$44.3K +180 +19%
WAP
981
Wealthcare Advisory Partners
Pennsylvania
$270K -$257K -1,041 -49%
SF
982
Symphony Financial
Texas
$270K +$44.5K +174 +20%
RCAG
983
Rehmann Capital Advisory Group
Michigan
$270K -$90.9K -369 -25%
MFA
984
Mayflower Financial Advisors
Massachusetts
$269K -$70.2K -285 -21%
4WM
985
44 Wealth Management
Oregon
$269K +$4.43K +18 +2%
KPWS
986
Kestra Private Wealth Services
Texas
$269K +$269K +1,092 New
PWAC
987
Private Wealth Advisors (California)
California
$267K -$20.7K -84 -7%
BCAM
988
Boston Common Asset Management
Massachusetts
$267K +$3.69K +15 +1%
GJIC
989
Gamble Jones Investment Counsel
California
$266K – – –
VDI
990
Vaughan David Investments
Illinois
$265K – – –
HWMA
991
Heritage Wealth Management (Arizona)
Arizona
$264K +$264K +1,071 New
PWP
992
Principle Wealth Partners
Connecticut
$264K +$264K +1,071 New
PRC
993
Pearl River Capital
Michigan
$262K +$262K +1,065 New
GSWM
994
Golden State Wealth Management
California
$260K -$11K -45 -4%
VWM
995
Venturi Wealth Management
Texas
$259K +$17.7K +72 +7%
HWA
996
Heritage Wealth Advisors
Virginia
$259K – – –
BP
997
Ballentine Partners
Massachusetts
$258K -$17K -69 -6%
VWA
998
Visionary Wealth Advisors
Illinois
$258K +$739 +3 +0.3%
GA
999
Geller Advisors
New York
$258K +$60.6K +246 +31%
MCWS
1000
McKinley Carter Wealth Services
West Virginia
$257K -$1.48K -6 -0.6%
38 39
40
41 42