ISRG icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
SAM
1151
S.A. Mason
Michigan
$143K 155 – –
CWP
1152
Concord Wealth Partners
Virginia
$143K 155 +12 +8%
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$142K 154 +3 +2%
BCM
1154
Blume Capital Management
California
$141K 153 – –
CCM
1155
Covington Capital Management
California
$138K 150 +148 +7,400%
First Manhattan
1156
First Manhattan
New York
$137K 150 – –
CFD
1157
Creative Financial Designs
Indiana
$136K 148 – –
COCM
1158
Charter Oak Capital Management
New Hampshire
$133K 145 – –
NFG
1159
Next Financial Group
Texas
$133K 145 +5 +4%
CA
1160
Clearstead Advisors
Ohio
$130K 141 -38 -21%
TF
1161
TimeScale Financial
Massachusetts
$129K 140 – –
JFGIW
1162
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K 138 – –
FHA
1163
First Horizon Advisors
Tennessee
$127K 138 +9 +7%
CI
1164
CX Institutional
Indiana
$127K 138 +39 +39%
FMII
1165
Farmers & Merchants Investments Inc
Nebraska
$124K 135 – –
GC
1166
Giverny Capital
Quebec, Canada
$124K 135 – –
PB
1167
Pinnacle Bancorp
Nebraska
$124K 135 – –
DMBA
1168
Deseret Mutual Benefit Administrators
Utah
$117K 127 +127 New
KPCM
1169
Kings Point Capital Management
New York
$115K 125 +3 +2%
TSW
1170
Thompson Siegel & Walmsley
Virginia
$113K 123 – –
PFGIA
1171
Patriot Financial Group Insurance Agency
Massachusetts
$110K 120 -6 -5%
CAGAS
1172
Capital Advisory Group Advisory Services
Minnesota
$110K 120 -4 -3%
MPWT
1173
MassMutual Private Wealth & Trust
Connecticut
$110K 120 +88 +275%
LWA
1174
Lenox Wealth Advisors
New York
$109K 119 – –
GWS
1175
Glassman Wealth Services
Virginia
$106K 115 +12 +12%
45 46
47
48 49