Intuitive Surgical
ISRG
1,320 hedge funds and large institutions have $93B invested in Intuitive Surgical in 2021 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 546 increasing their positions, 379 reducing their positions, and 66 closing their positions.
111% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 66
58% more funds holding in top 10
Funds holding in top 10: 24 → 38 (+14)
44% more repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 379
25% more capital invested
Capital invested by funds: $74.2B → $93B (+$18.7B)
5% more funds holding
Funds holding: 1,260 → 1,320 (+60)
1.53% more ownership
Funds ownership: 254.54% → 256.07% (+1.5%)
9% less call options, than puts
Call options by funds: $1.74B | Put options by funds: $1.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$287M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$208M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$204M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$179M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$155M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.39B |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
-$246M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$147M |
| 4 |
BlackRock
New York
|
-$116M |
| 5 |
Millennium Management
New York
|
-$105M |
ISRG Hedge Fund Activity: Q2 2021 in Review
1,320 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q2 2021, worth a combined $93B — up 25% from $74.2B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new ISRG positions and 66 closed out — a net gain of 73 holders — while 546 added to existing stakes and 379 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $287M. The largest seller was Morgan Stanley, cutting an estimated $1.39B.
- 1,320 institutional investors held Intuitive Surgical (ISRG) as of Q2 2021, up from 1,260 in Q1 2021.
- Funds reported $93B of Intuitive Surgical stock for Q2 2021, up 25% quarter-over-quarter.
- 139 funds opened new Intuitive Surgical positions in Q2 2021 and 66 closed out, a net change of +73 holders.
- The largest Intuitive Surgical buyer in Q2 2021 was ClearBridge Investments, an estimated $287M added.
- The largest Intuitive Surgical seller in Q2 2021 was Morgan Stanley, an estimated $1.39B sold.
Based on aggregated 13F filings for Q2 2021.