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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.

New
Increased
Maintained
Reduced
Closed
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
Edgewood Management
Connecticut
$2.83B
2
UBS AM
UBS AM
Illinois
$714M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$160M
4
CA
Capitolis Advisors
New York
$154M
5
Franklin Resources
Franklin Resources
California
$1.07B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.25B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$134M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.59B
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.4M
5
Citadel Advisors
Citadel Advisors
Florida
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHM
451
Prospect Hill Management
New Jersey
$4.72M – – –
ACA
452
Aptus Capital Advisors
Alabama
$4.72M -$119K -360 -2%
EI
453
Ethic Inc
New York
$4.71M +$136K +411 +3%
PMAM
454
Picton Mahoney Asset Management
Ontario, Canada
$4.71M -$44.7K -135 -0.9%
OC
455
Oppenheimer & Co
New York
$4.62M +$233K +702 +5%
CAM
456
Covenant Asset Management
New Jersey
$4.57M -$41.8K -126 -0.9%
OCM
457
Orion Capital Management
California
$4.56M -$74.6K -225 -2%
EHC
458
Everett Harris & Co
California
$4.53M – – –
WS
459
Wedbush Securities
California
$4.52M -$75.5K -228 -2%
ET
460
Equitable Trust
Tennessee
$4.51M -$332K -1,002 -7%
TAMH
461
Taikang Asset Management (HK)
Hong Kong
$4.51M – – –
ARI
462
Applied Research Investments
Delaware
$4.37M -$180K -543 -4%
Walleye Trading
463
Walleye Trading
New York
$4.35M +$1.77M +5,352 +69%
JAWM
464
J. Arnold Wealth Management
Ohio
$4.32M – – –
1SB
465
1ST Source Bank
Indiana
$4.28M +$90.5K +273 +2%
TNBTD
466
Trustmark National Bank Trust Department
Mississippi
$4.28M -$530K -1,599 -11%
TF
467
Tompkins Financial
New York
$4.25M +$4.25M +12,828 New
JIC
468
Johnson Investment Counsel
Ohio
$4.21M +$716K +2,160 +20%
OHIS
469
Oak Harvest Investment Services
Texas
$4.21M +$653K +1,971 +18%
Cetera Investment Advisers
470
Cetera Investment Advisers
Illinois
$4.21M -$102K -309 -2%
ETC
471
Exchange Traded Concepts
Oklahoma
$4.19M +$302K +912 +8%
FHB
472
First Hawaiian Bank
Hawaii
$4.15M +$92.4K +279 +2%
Wealthfront Advisers
473
Wealthfront Advisers
California
$4.13M +$965K +2,913 +30%
AFC
474
AFT Forsyth & Company
Florida
$4.08M +$45.7K +138 +1%
BIP
475
Bouvel Investment Partners
Pennsylvania
$4.06M +$68.6K +207 +2%
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