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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 %
RWM
1026
Ritholtz Wealth Management
New York
$229K -$26.6K -108 -10%
CG
1027
Clarus Group
Texas
$228K – – –
SBWIC
1028
Schaper Benz & Wise Investment Counsel
Wisconsin
$227K – – –
JSA
1029
Jacobson & Schmitt Advisors
Wisconsin
$227K – – –
BOPW
1030
Brandywine Oak Private Wealth
Pennsylvania
$225K -$6.64K -27 -3%
VCA
1031
Verdence Capital Advisors
Maryland
$225K -$2.22K -9 -1%
TWA
1032
TCI Wealth Advisors
Arizona
$225K +$11.8K +48 +6%
STA
1033
Summit Trail Advisors
New York
$225K +$225K +915 New
FBFS
1034
First Business Financial Services
Wisconsin
$225K +$225K +915 New
LFAS
1035
Level Four Advisory Services
Texas
$223K -$23.6K -96 -10%
WF
1036
WoodTrust Financial
Wisconsin
$222K -$22.2K -90 -9%
EIA
1037
Edgemoor Investment Advisors
Maryland
$222K -$2.22K -9 -1%
FWCM
1038
Ferguson Wellman Capital Management
Oregon
$222K – – –
BC
1039
Burney Company
Virginia
$222K – – –
BCM
1040
Brasada Capital Management
Texas
$222K – – –
RSS
1041
Rosenblum Silverman Sutton
California
$222K – – –
UWPG
1042
Ullmann Wealth Partners Group
Florida
$222K – – –
CA
1043
Callahan Advisors
Texas
$222K – – –
NAMP
1044
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222K – – –
CCM
1045
CAAS Capital Management
New York
$222K +$222K +900 New
YMRC
1046
Yorktown Management & Research Company
Virginia
$222K +$222K +900 New
ER
1047
Enlightenment Research
Florida
$222K +$222K +900 New
SAS
1048
Sanford Advisory Services
Michigan
$222K +$222K +900 New
W
1049
WealthOne
New York
$222K +$222K +900 New
SOW
1050
State of Wyoming
Wyoming
$222K +$222K +903 New
40 41
42
43 44