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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 %
RSS
1051
Rosenblum Silverman Sutton
California
$276K – – –
BC
1052
Burney Company
Virginia
$276K – – –
MIH
1053
Meitav Investment House
Israel
$276K – – –
UWPG
1054
Ullmann Wealth Partners Group
Florida
$276K – – –
W
1055
WealthOne
New York
$276K – – –
CCM
1056
CAAS Capital Management
New York
$276K – – –
CA
1057
Callahan Advisors
Texas
$276K – – –
NAMP
1058
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$276K – – –
BCM
1059
Brasada Capital Management
Texas
$276K – – –
EIA
1060
Edgemoor Investment Advisors
Maryland
$276K – – –
YMRC
1061
Yorktown Management & Research Company
Virginia
$276K – – –
BFPW
1062
BOK Financial Private Wealth
Colorado
$276K +$276K +900 New
GW
1063
GW & Wade
Massachusetts
$272K -$42.3K -138 -13%
MPPLM
1064
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K +$271K +885 New
RWP
1065
RWA Wealth Partners
Massachusetts
$270K +$270K +882 New
TU
1066
TDAM USA
Ontario, Canada
$269K -$17.9K -54 -6%
SF
1067
Symphony Financial
Texas
$268K -$55.1K -180 -17%
HHGA
1068
Halbert Hargrove Global Advisors
California
$266K +$2.75K +9 +1%
DAS
1069
Dynamic Advisor Solutions
Arizona
$266K +$266K +867 New
GB
1070
Goepper Burkhardt
South Carolina
$265K – – –
KCPG
1071
Kavar Capital Partners Group
Kansas
$262K – – –
QI
1072
Qtron Investments
Massachusetts
$262K – – –
ABC
1073
Associated Banc-Corp
Wisconsin
$261K +$261K +852 New
CWP
1074
Capital Wealth Planning
Florida
$260K -$5.53K -18 -2%
RFN
1075
RDA Financial Network
Iowa
$260K +$260K +849 New
41 42
43
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