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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.

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
Amundi
4
Amundi
France
$215M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$254M

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 %
LTI
1351
Laffer Tengler Investments
Tennessee
– – -206 Closed
NIM
1352
NuWave Investment Management
New Jersey
– – -188 Closed
IAIM
1353
International Assets Investment Management
Florida
– – -123 Closed
PCM
1354
Pinz Capital Management
New York
– – -100 Closed
VFA
1355
Valeo Financial Advisors
Indiana
– – -100 Closed
TCWM
1356
Total Clarity Wealth Management
Illinois
– – -87 Closed
MAM
1357
McCarthy Asset Management
California
– – -70 Closed
SLF
1358
Sun Life Financial
Ontario, Canada
– – -70 Closed
APWM
1359
Atlas Private Wealth Management
New York
– – -61 Closed
MLFP
1360
MPS Loria Financial Planners
Illinois
– – -52 Closed
RWG
1361
Regal Wealth Group
California
– – -42 Closed
APP
1362
Alpha Paradigm Partners
Illinois
– – -38 Closed
HI
1363
Human Investing
Oregon
– – -36 Closed
WCM
1364
Wealthcare Capital Management
Virginia
– – -34 Closed
AF
1365
Allworth Financial
California
– – -30 Closed
NG
1366
NWK Group
California
– – -30 Closed
MF
1367
Manchester Financial
California
– – -28 Closed
MWP
1368
Meridian Wealth Partners
Pennsylvania
– – -23 Closed
TCM
1369
Tradewinds Capital Management
Washington
– – -18 Closed
WP
1370
WealthShield Partners
North Carolina
– – -15 Closed
NIC
1371
Northwest Investment Counselors
Oregon
– – -12 Closed
SMFG
1372
Sumitomo Mitsui Financial Group
Japan
– – -10 Closed
T2I
1373
Turim 21 Investimentos
Brazil
– – -6 Closed
SCA
1374
Stuart Chaussee & Associates
California
– – -5 Closed
HDIM
1375
Hanson & Doremus Investment Management
Vermont
– – -5 Closed
52 53 54
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