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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 %
GA
1001
Greytown Advisors
Florida
$257K +$42.8K +174 +20%
LWAC
1002
Laurel Wealth Advisors (California)
California
$256K -$4.44K -18 -2%
TPWA
1003
TRUE Private Wealth Advisors
Oregon
$256K +$8.14K +33 +3%
PAM
1004
Palisade Asset Management
Minnesota
$253K +$2.21K +9 +0.9%
GW
1005
GW & Wade
Massachusetts
$253K +$52.5K +213 +26%
UCMOK
1006
United Capital Management of KS
Kansas
$250K +$2.95K +12 +1%
SFO
1007
Stokes Family Office
Louisiana
$245K -$738 -3 -0.3%
CIC
1008
Chilton Investment Company
Connecticut
$244K – – –
AIA
1009
AIMZ Investment Advisors
California
$244K – – –
ED
1010
Exane Derivatives
France
$242K -$188K -762 -44%
GLA
1011
Great Lakes Advisors
Illinois
$242K -$114K -462 -32%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$240K +$5.17K +21 +2%
MSS
1013
Mitchell Sinkler & Starr
Pennsylvania
$239K +$239K +972 New
AI
1014
Accredited Investors
Minnesota
$237K +$8.12K +33 +4%
LA
1015
LexAurum Advisors
Kansas
$236K – – –
GIA
1016
Guyasuta Investment Advisors
Pennsylvania
$234K – – –
AIM
1017
Acropolis Investment Management
Missouri
$233K – – –
IIM
1018
Ipswich Investment Management
Massachusetts
$233K – – –
D
1019
Diversified
Delaware
$233K – – –
JWCA
1020
J.W. Coons Advisors
Ohio
$232K – – –
TNA
1021
True North Advisors
Texas
$231K – – –
BBNA
1022
Bremer Bank National Association
Minnesota
$231K – – –
SFS
1023
Strategic Financial Services
New York
$231K +$231K +939 New
FMTC
1024
Farmers & Merchants Trust Company
California
$230K – – –
EWM
1025
Evercore Wealth Management
New York
$230K +$2.96K +12 +1%
39 40
41
42 43