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Intuitive Surgical
ISRG

Overview Fund Activity

1,252 hedge funds and large institutions have $74.1B invested in Intuitive Surgical in 2021 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 514 increasing their positions, 386 reducing their positions, and 105 closing their positions.

Holders
1,252
Holders Change
+5
Holders Change %
+0.4%
% of All Funds
22.05%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.42%
New
121
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 %
CA
1326
Calton & Associates
Florida
– – -258 Closed
GP
1327
Greenline Partners
New York
– – -258 Closed
AWA
1328
Aaron Wealth Advisors
Illinois
– – -252 Closed
FA
1329
Fiducient Advisors
Illinois
– – -250 Closed
HFS
1330
Howard Financial Services
Texas
– – -250 Closed
RPWA
1331
Regent Peak Wealth Advisors
Georgia
– – -181 Closed
WAM
1332
Wolverine Asset Management
Illinois
– – -143 Closed
HGWM
1333
Harvest Group Wealth Management
Massachusetts
– – -105 Closed
FCH
1334
Freestone Capital Holdings
Washington
– – -105 Closed
SWA
1335
Safir Wealth Advisors
New Hampshire
– – -100 Closed
CCA
1336
Childress Capital Advisors
Texas
– – -99 Closed
IA
1337
Inspire Advisors
Idaho
– – -81 Closed
CDIA
1338
Capital Directions Investment Advisors
Georgia
– – -47 Closed
CWA
1339
Carolina Wealth Advisors
South Carolina
– – -45 Closed
VCG
1340
Vantage Consulting Group
Virginia
– – -31 Closed
SFP
1341
Sterling Financial Planning
New Jersey
– – -28 Closed
BWA
1342
Burt Wealth Advisors
Maryland
– – -27 Closed
CWA
1343
Core Wealth Advisors
Florida
– – -25 Closed
AssetMark Inc
1344
AssetMark Inc
California
– – -21 Closed
LGA
1345
Lebenthal Global Advisors
New York
– – -20 Closed
AWG
1346
Altus Wealth Group
Colorado
– – -19 Closed
ICP
1347
Interchange Capital Partners
Pennsylvania
– – -14 Closed
GSAM
1348
Grant Street Asset Management
Pennsylvania
– – -13 Closed
M
1349
MOTCO
Texas
– – -13 Closed
ARMC
1350
American Research & Management Company
Massachusetts
– – -6 Closed
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