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Intuitive Surgical
ISRG

Overview Fund Activity

1,365 hedge funds and large institutions have $98.6B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 555 increasing their positions, 442 reducing their positions, and 63 closing their positions.

Holders
1,365
Holders Change
+52
Holders Change %
+3.96%
% of All Funds
23.97%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.74%
New
131
Increased
555
Reduced
442
Closed
63
Calls
$2.23B
Puts
$2.68B
Net Calls
-$450M
Net Calls Change
-$285M

Top Buyers

1
Edgewood Management
1
Edgewood Management
Connecticut
$2.83B
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$360M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$223M
4
UBS AM
4
UBS AM
Illinois
$714M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$160M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.25B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$134M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.59B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$51.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$79.4M
Name Market Value Shares Shares
Change 		Shares
Change %
RIG
351
Renaissance Investment Group
Massachusetts
$10.2M 10,230 +40 +0.4%
MSE
352
MUFG Securities EMEA
United Kingdom
$10.1M 30,344 -46,792 -61%
SI
353
Stephens Inc
Arkansas
$10M 10,098 -490 -5%
CPC
354
Cookson Peirce & Co
Pennsylvania
$9.94M 9,997 +9,736 +3,730%
ETI
355
Enterprise Trust & Investment
California
$9.93M 9,985 -25 -0.2%
MLL
356
Moody Lynn & Lieberson
Massachusetts
$9.87M 29,793 +20,409 +217%
MWM
357
Mission Wealth Management
California
$9.63M 9,683 -5 -0.1%
UC
358
Unio Capital
New Jersey
$9.58M 9,631 -212 -2%
MA
359
Montag & Associates
Georgia
$9.51M 9,565 -1,244 -12%
VIG
360
Vienna Insurance Group
Poland
$9.43M 9,484 – –
SH
361
SeaTown Holdings
Singapore
$9.35M 9,400 +9,400 New
IHL
362
Investment House LLC
California
$9.3M 9,355 +25 +0.3%
SC
363
Slow Capital
California
$9.26M 9,313 -302 -3%
MSRPS
364
Maryland State Retirement & Pension System
Maryland
$9.1M 9,036 – –
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$8.9M 8,950 -15,938 -64%
SC
366
SouthState Corp
Florida
$8.87M 8,916 +461 +5%
O
367
Ossiam
France
$8.78M 8,836 +5,901 +201%
TAM
368
Tocqueville Asset Management
New York
$8.78M 8,829 +80 +0.9%
ACM
369
Aubrey Capital Management
United Kingdom
$8.75M 26,400 +16,800 +175%
SC
370
Scotia Capital
Ontario, Canada
$8.71M 8,764 +1,468 +20%
Rafferty Asset Management
371
Rafferty Asset Management
New York
$8.46M 8,514 +1,870 +28%
MML Investors Services
372
MML Investors Services
Massachusetts
$8.35M 8,394 +230 +3%
AIM
373
ARK Investment Management
Florida
$8.28M 24,978 -27,231 -52%
CIP
374
Chartwell Investment Partners
Pennsylvania
$8.27M 8,315 – –
FCI
375
Financial Counselors Inc
Kansas
$8.21M 8,254 -466 -5%
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15
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