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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 %
GKWIM
976
Gerber Kawasaki Wealth & Investment Management
California
$350K – – –
GJIC
977
Gamble Jones Investment Counsel
California
$349K +$18.4K +60 +6%
Verition Fund Management
978
Verition Fund Management
Connecticut
$349K +$349K +1,140 New
CMI
979
Clare Market Investments
Texas
$349K +$3.68K +12 +1%
CAG
980
Crestwood Advisors Group
Massachusetts
$348K – – –
CIC
981
Crawford Investment Counsel
Georgia
$347K -$61.7K -201 -15%
SFO
982
Stokes Family Office
Louisiana
$346K +$40.5K +132 +13%
TCM
983
Traynor Capital Management
Pennsylvania
$346K +$346K +1,107 New
EN1L
984
Engine No 1 LLC
California
$346K +$346K +1,128 New
CAM
985
Concorde Asset Management
Michigan
$345K -$135K -441 -28%
RPC
986
Rossmore Private Capital
Connecticut
$345K – – –
ZIC
987
ZWJ Investment Counsel
Georgia
$345K – – –
SFO
988
Standard Family Office
South Dakota
$343K – – –
LSAG
989
Lake Street Advisors Group
New Hampshire
$343K +$18K +54 +6%
PFA
990
Professional Financial Advisors
Nebraska
$343K +$343K +1,116 New
EP
991
Eudaimonia Partners
Tennessee
$342K -$628K -2,049 -65%
CCA
992
Cobblestone Capital Advisors
New York
$341K – – –
CIAS
993
Capital Investment Advisory Services
North Carolina
$340K – – –
FBFS
994
First Business Financial Services
Wisconsin
$340K +$59.7K +195 +21%
GA
995
Greytown Advisors
Florida
$338K +$17.5K +57 +5%
DTL
996
Dynamic Technology Lab
Singapore
$337K -$517K -1,683 -61%
HWMA
997
Heritage Wealth Management (Arizona)
Arizona
$336K +$7.36K +24 +2%
Jacobs Levy Equity Management
998
Jacobs Levy Equity Management
New Jersey
$334K -$113K -369 -25%
KPWS
999
Kestra Private Wealth Services
Texas
$334K -$920 -3 -0.3%
PWAC
1000
Private Wealth Advisors (California)
California
$333K – – –
38 39
40
41 42