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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 Market Value Shares Shares
Change 		Shares
Change %
HI
1176
Human Investing
Oregon
$27K 36 – –
BWM
1177
BerganKDV Wealth Management
Minnesota
$25K 34 -180 -84%
WCM
1178
Wealthcare Capital Management
Virginia
$25K 34 +34 New
MPWT
1179
MassMutual Private Wealth & Trust
Connecticut
$24K 32 +19 +146%
NG
1180
NWK Group
California
$22K 30 -6,144 -100%
AF
1181
Allworth Financial
California
$22K 30 – –
VRM
1182
Vectors Research Management
New York
$22K 30 – –
MF
1183
Manchester Financial
California
$21K 28 – –
ATC
1184
Adirondack Trust Company
New York
$21K 28 – –
SBL
1185
Sargent Bickham Lagudis
Colorado
$19K 26 – –
RDFA
1186
Ritter Daniher Financial Advisory
Ohio
$19K 26 – –
PA
1187
Perennial Advisors
New York
$18K 25 -2 -7%
WOC
1188
West Oak Capital
California
$18K 24 – –
DAM
1189
Delta Asset Management
Tennessee
$18K 25 – –
EFSCE
1190
Enterprise Financial Services Corp (EFSC)
Missouri
$18K 24 +5 +26%
GI
1191
Gradient Investments
Minnesota
$17K 23 – –
MWP
1192
Meridian Wealth Partners
Pennsylvania
$17K 23 +23 New
HCP
1193
Hexagon Capital Partners
Arkansas
$16K 23 – –
CFFP
1194
Center for Financial Planning
Michigan
$16K 21 – –
BWA
1195
BDO Wealth Advisors
Florida
$16K 22 +3 +16%
VNA
1196
Valley National Advisers
Pennsylvania
$16K 22 +8 +57%
SWA
1197
Sutton Wealth Advisors
Florida
$15.5K 21 -4 -16%
FCA
1198
FinTrust Capital Advisors
South Carolina
$15K 20 – –
WWM
1199
Wagner Wealth Management
South Carolina
$15K 20 +20 New
SWA
1200
SOA Wealth Advisors
New York
$14K 19 -5 -21%
46 47
48
49 50