ISRG icon

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 %
LA
1051
LVW Advisors
New York
$218K +$218K +885 New
GDP
1052
Great Diamond Partners
Maine
$217K -$8.09K -33 -4%
FSC
1053
Full Sail Capital
Oklahoma
$217K – – –
FFS
1054
Founders Financial Securities
Maryland
$217K +$26.7K +108 +14%
BWP
1055
BSW Wealth Partners
Colorado
$217K +$217K +882 New
KPW
1056
Kore Private Wealth
New York
$216K +$216K +876 New
TU
1057
TDAM USA
Ontario, Canada
$214K – – –
CWP
1058
Capital Wealth Planning
Florida
$213K -$52.5K -213 -20%
GB
1059
Goepper Burkhardt
South Carolina
$213K – – –
HHGA
1060
Halbert Hargrove Global Advisors
California
$212K +$5.17K +21 +3%
QI
1061
Qtron Investments
Massachusetts
$211K -$193K -783 -48%
KCPG
1062
Kavar Capital Partners Group
Kansas
$211K – – –
PPCM
1063
Pillar Pacific Capital Management
California
$210K – – –
9WM
1064
9258 Wealth Management
Ohio
$207K – – –
VA
1065
Valmark Advisers
Ohio
$203K -$5.91K -24 -3%
SMG
1066
Spectrum Management Group
Indiana
$203K – – –
ACA
1067
Affinity Capital Advisors
California
$202K -$43.5K -177 -18%
SHWM
1068
Smith & Howard Wealth Management
Georgia
$202K – – –
CMBA
1069
C.M. Bidwell & Associates
Hawaii
$200K -$4.44K -18 -2%
PSUF
1070
People's United Financial
Connecticut
$200K +$200K +813 New
BCA
1071
Berman Capital Advisors
Georgia
$194K +$59.5K +243 +44%
KLWA
1072
Kelly Lawrence W & Associates
California
$180K +$180K +732 New
MS
1073
Mizuho Securities
Japan
$176K -$7.36K -30 -4%
FPS
1074
Fieldpoint Private Securities
Connecticut
$163K -$53.3K -216 -25%
TPCW
1075
TD Private Client Wealth
New York
$157K -$8.13K -33 -5%
41 42
43
44 45