Intuitive Surgical
ISRG
1,533 hedge funds and large institutions have $108B invested in Intuitive Surgical in 2021 Q4 according to their latest regulatory filings, with 258 funds opening new positions, 611 increasing their positions, 450 reducing their positions, and 75 closing their positions.
244% more first-time investments, than exits
New positions opened: 258 | Existing positions closed: 75
36% more repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 450
12% more funds holding
Funds holding: 1,371 → 1,533 (+162)
10% more funds holding in top 10
Funds holding in top 10: 42 → 46 (+4)
9% more capital invested
Capital invested by funds: $98.6B → $108B (+$8.95B)
3% less call options, than puts
Call options by funds: $2.23B | Put options by funds: $2.3B
185% less ownership
Funds ownership: 269.43% → 84.42% (-185%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$415M |
| 2 |
ClearBridge Investments
New York
|
+$334M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$255M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$245M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$236M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$6.26B |
| 2 |
Morgan Stanley
New York
|
-$1.36B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$434M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$402M |
| 5 |
CA
Capitolis Advisors
New York
|
-$315M |
ISRG Hedge Fund Activity: Q4 2021 in Review
1,533 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Intuitive Surgical (ISRG) for Q4 2021, worth a combined $108B — up 9.1% from $98.6B a quarter earlier.
Buyers outnumbered sellers: 258 funds opened new ISRG positions and 75 closed out — a net gain of 183 holders — while 611 added to existing stakes and 450 trimmed.
The largest buyer was Winslow Capital Management, opening a new position worth an estimated $415M. The largest seller was Edgewood Management, cutting an estimated $6.26B.
- 1,533 institutional investors held Intuitive Surgical (ISRG) as of Q4 2021, up from 1,371 in Q3 2021.
- Funds reported $108B of Intuitive Surgical stock for Q4 2021, up 9.1% quarter-over-quarter.
- 258 funds opened new Intuitive Surgical positions in Q4 2021 and 75 closed out, a net change of +183 holders.
- The largest Intuitive Surgical buyer in Q4 2021 was Winslow Capital Management, an estimated $415M added.
- The largest Intuitive Surgical seller in Q4 2021 was Edgewood Management, an estimated $6.26B sold.
Based on aggregated 13F filings for Q4 2021.