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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 %
JF
1076
Jump Financial
Illinois
$259K -$182K -594 -41%
LFAS
1077
Level Four Advisory Services
Texas
$258K -$19.3K -63 -7%
RIA
1078
Realta Investment Advisors
Delaware
$255K +$255K +831 New
ED
1079
Exane Derivatives
France
$254K -$59.3K -186 -19%
IAN
1080
Integrated Advisors Network
Texas
$254K +$254K +828 New
FFS
1081
Founders Financial Securities
Maryland
$253K -$16.6K -54 -6%
VA
1082
Valmark Advisers
Ohio
$253K – – –
SMG
1083
Spectrum Management Group
Indiana
$253K – – –
SHWM
1084
Smith & Howard Wealth Management
Georgia
$252K – – –
FSC
1085
Full Sail Capital
Oklahoma
$251K -$10.1K -33 -4%
BBNA
1086
Bremer Bank National Association
Minnesota
$250K -$37.7K -123 -13%
FPS
1087
Fieldpoint Private Securities
Connecticut
$249K +$29.9K +90 +14%
PMG
1088
ProVise Management Group
Florida
$246K +$246K +801 New
FFM
1089
Fullerton Fund Management
Singapore
$246K +$246K +804 New
FFA
1090
Freedman Financial Associates
Massachusetts
$243K +$243K +792 New
MA
1091
MONECO Advisors
Connecticut
$243K +$243K +792 New
RPWA
1092
Regent Peak Wealth Advisors
Georgia
$241K +$241K +729 New
CPC
1093
Cookson Peirce & Co
Pennsylvania
$240K +$240K +783 New
HIC
1094
Holderness Investments Company
North Carolina
$239K +$239K +780 New
CWM
1095
Chesapeake Wealth Management
Virginia
$238K +$238K +777 New
CCA
1096
Childress Capital Advisors
Texas
$238K +$238K +777 New
GP
1097
Greenline Partners
New York
$237K +$237K +774 New
EPWM
1098
Essex Private Wealth Management
Massachusetts
$235K +$235K +765 New
WA
1099
Waverly Advisors
Alabama
$234K +$234K +699 New
MFG
1100
Magnus Financial Group
New York
$234K +$234K +762 New
42 43
44
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