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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
UBS AM
2
UBS AM
Illinois
$714M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$160M
4
CA
4
Capitolis Advisors
New York
$154M
5
Franklin Resources
5
Franklin Resources
California
$1.07B

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 %
WI
401
Wintrust Investments
Illinois
$6.77M 20,421 +20,421 New
MAM
402
Marketfield Asset Management
New York
$6.63M 20,004 -594 -3%
RBA
403
Richard Bernstein Advisors
New York
$6.57M 19,836 +936 +5%
Baird Financial Group
404
Baird Financial Group
Wisconsin
$6.56M 19,785 +3,456 +21%
BC
405
Brookfield Corp
Ontario, Canada
$6.55M 19,758 -2,223 -10%
GLAM
406
Gardner Lewis Asset Management
Pennsylvania
$6.53M 19,698 -1,683 -8%
PCA
407
Pallas Capital Advisors
Massachusetts
$6.48M 53,787 +39,771 +284%
TRCT
408
Tower Research Capital (TRC)
New York
$6.44M 19,425 -4,845 -20%
AAM
409
Advisors Asset Management
Colorado
$6.28M 18,954 +705 +4%
VRS
410
Virginia Retirement Systems
Virginia
$6.16M 18,600 +5,700 +44%
CB
411
Commerce Bank
Missouri
$6.15M 18,555 +1,326 +8%
WCM
412
Wisconsin Capital Management
Wisconsin
$6M 18,090 -1,170 -6%
SIC
413
Sigma Investment Counselors
Michigan
$5.93M 17,892 +366 +2%
MCM
414
McKinley Capital Management
Alaska
$5.9M 17,811 -357 -2%
ACI
415
Alpha Cubed Investments
California
$5.87M 17,706 +873 +5%
SB
416
Simmons Bank
Arkansas
$5.74M 17,322 -2,100 -11%
BBL
417
Beck Bode LLC
Massachusetts
$5.7M 17,196 +1,155 +7%
DP
418
DDD Partners
Washington
$5.69M 17,169 +17,169 New
BCV
419
Banque Cantonale Vaudoise
Switzerland
$5.61M 16,923 -447 -3%
FG
420
Fiduciary Group
Georgia
$5.58M 47,988 +31,782 +196%
MAM
421
Morse Asset Management
Connecticut
$5.54M 16,719 +303 +2%
CAPTRUST Financial Advisors
422
CAPTRUST Financial Advisors
North Carolina
$5.51M 16,635 +942 +6%
KCM
423
Karp Capital Management
California
$5.49M 16,560 +828 +5%
Mercer Global Advisors
424
Mercer Global Advisors
Colorado
$5.46M 49,311 +32,232 +189%
HVM
425
Harvest Volatility Management
Connecticut
$5.45M 16,431 +6,237 +61%
15 16
17
18 19