Intuitive Surgical
ISRG
1,260 hedge funds and large institutions have $74.2B invested in Intuitive Surgical in 2021 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 519 increasing their positions, 387 reducing their positions, and 104 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 387
17% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 104
1% more funds holding
Funds holding: 1,253 → 1,260 (+7)
5% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.29B
5.34% less ownership
Funds ownership: 259.88% → 254.54% (-5.3%)
11% less capital invested
Capital invested by funds: $83.3B → $74.2B (-$9.05B)
29% less funds holding in top 10
Funds holding in top 10: 34 → 24 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$212M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$193M |
| 3 |
JP Morgan Chase
New York
|
+$163M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$120M |
| 5 |
Two Sigma Investments
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$669M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$457M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$377M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$235M |
| 5 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$213M |
ISRG Hedge Fund Activity: Q1 2021 in Review
1,260 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q1 2021, worth a combined $74.2B — down 11% from $83.3B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new ISRG positions and 104 closed out — a net gain of 18 holders — while 519 added to existing stakes and 387 trimmed.
The largest buyer was Millennium Management, adding an estimated $212M. The largest seller was Fidelity Investments, cutting an estimated $669M.
- 1,260 institutional investors held Intuitive Surgical (ISRG) as of Q1 2021, up from 1,253 in Q4 2020.
- Funds reported $74.2B of Intuitive Surgical stock for Q1 2021, down 11% quarter-over-quarter.
- 122 funds opened new Intuitive Surgical positions in Q1 2021 and 104 closed out, a net change of +18 holders.
- The largest Intuitive Surgical buyer in Q1 2021 was Millennium Management, an estimated $212M added.
- The largest Intuitive Surgical seller in Q1 2021 was Fidelity Investments, an estimated $669M sold.
Based on aggregated 13F filings for Q1 2021.