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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
1
ClearBridge Investments
New York
$314M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$983M
3
Invesco
3
Invesco
Georgia
$713M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$254M
5
Macquarie Group
5
Macquarie Group
Australia
$325M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.6B
2
FP
2
Financial Perspectives
Minnesota
$331K
3
Edgewood Management
3
Edgewood Management
Connecticut
$2.61B
4
Capital World Investors
4
Capital World Investors
California
$3.33B
5
BlackRock
5
BlackRock
New York
$8.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1001
Encompass Wealth Advisors
Oregon
$333K – – –
FP
1002
Financial Perspectives
Minnesota
$331K -$325M -1,060,632 -100%
VDI
1003
Vaughan David Investments
Illinois
$330K – – –
MFA
1004
Mayflower Financial Advisors
Massachusetts
$329K -$5.51K -18 -2%
PWP
1005
Principle Wealth Partners
Connecticut
$328K – – –
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$328K +$10.1K +33 +3%
IC
1007
Inscription Capital
Texas
$328K +$328K +1,071 New
GA
1008
Geller Advisors
New York
$326K +$5.51K +18 +2%
GCP
1009
GSA Capital Partners
United Kingdom
$326K +$326K +1,062 New
BP
1010
Ballentine Partners
Massachusetts
$325K +$3.68K +12 +1%
ER
1011
Enlightenment Research
Florida
$322K +$46K +150 +17%
HWA
1012
Heritage Wealth Advisors
Virginia
$322K – – –
VWA
1013
Visionary Wealth Advisors
Illinois
$320K -$920 -3 -0.3%
BFO
1014
Boston Family Office
Massachusetts
$320K +$320K +1,044 New
MSS
1015
Mitchell Sinkler & Starr
Pennsylvania
$318K +$20.2K +66 +7%
MCWS
1016
McKinley Carter Wealth Services
West Virginia
$317K -$2.76K -9 -0.9%
BCM
1017
Brookstone Capital Management
Illinois
$316K +$316K +990 New
PAM
1018
Palisade Asset Management
Minnesota
$315K – – –
WPW
1019
Waldron Private Wealth
Pennsylvania
$314K +$314K +1,026 New
LA
1020
LVW Advisors
New York
$311K +$39.6K +129 +15%
GDP
1021
Great Diamond Partners
Maine
$310K +$39.4K +129 +15%
HCM
1022
Hall Capital Management
Rhode Island
$310K +$310K +1,011 New
VI
1023
Versor Investments
New York
$309K +$309K +1,008 New
KWM
1024
Kingsview Wealth Management
Oregon
$308K -$64K -207 -17%
LJAC
1025
L.J. Altfest & Co
New York
$307K -$38.6K -126 -11%
39 40
41
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