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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.

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 %
PCM
1126
Pinz Capital Management
New York
$73K +$73K +300 New
BWM
1127
Baystate Wealth Management
Massachusetts
$72K +$14.8K +60 +26%
ZB
1128
Zions Bancorporation
Utah
$67K -$6.7K -27 -9%
SFSIG
1129
San Francisco Sentry Investment Group
California
$67K +$9.68K +39 +17%
WPA
1130
West Paces Advisors
Georgia
$64.3K +$739 +3 +1%
TCWM
1131
Total Clarity Wealth Management
Illinois
$64K +$64K +261 New
MHR
1132
Matthew Hamilton Rosenberg
$63K – – –
NSIM
1133
North Star Investment Management
Illinois
$63K – – –
AP
1134
Arlington Partners
Alabama
$62K – – –
GAM
1135
GVO Asset Management
Switzerland
$61K +$61K +249 New
TIM
1136
Tortoise Investment Management
New York
$60K – – –
JCM
1137
Jacobi Capital Management
Pennsylvania
$58K – – –
GAM
1138
Gemmer Asset Management
California
$58K +$2.97K +12 +5%
FI
1139
FormulaFolio Investments
Michigan
$56K -$578K -2,073 -91%
FA
1140
Financial Advantage
Maryland
$56K – – –
CCA
1141
Catalyst Capital Advisors
New York
$52K -$9.66K -39 -16%
SLF
1142
Sun Life Financial
Ontario, Canada
$52K – – –
ME
1143
McIlrath & Eck
Washington
$52K +$14.6K +60 +39%
EW
1144
Evoke Wealth
California
$52K +$23.8K +96 +84%
MAM
1145
McCarthy Asset Management
California
$52K +$52K +210 New
WLPWM
1146
Walled Lake Planning & Wealth Management
Illinois
$51K – – –
TFA
1147
Toth Financial Advisory
Virginia
$50K -$353K -1,419 -88%
GFPC
1148
Global Financial Private Client
Florida
$47.1K – – –
SWG
1149
Summit Wealth Group
Vermont
$47K +$47K +189 New
APWM
1150
Atlas Private Wealth Management
New York
$45K – – –
44 45
46
47 48