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Intuitive Surgical
ISRG

Overview Fund Activity

1,526 hedge funds and large institutions have $108B invested in Intuitive Surgical in 2021 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 607 increasing their positions, 448 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,526
Holders Change
+161
Holders Change %
+11.79%
% of All Funds
23.57%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
0.71%
New
257
Increased
607
Reduced
448
Closed
75
Calls
$2.23B
Puts
$2.3B
Net Calls
-$68.5M
Net Calls Change
+$382M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$434M
2
ClearBridge Investments
ClearBridge Investments
New York
+$348M
3
Marshall Wace
Marshall Wace
United Kingdom
+$267M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$255M
5
Deutsche Bank
Deutsche Bank
Germany
+$246M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
-$6.53B
2
Morgan Stanley
Morgan Stanley
New York
-$1.42B
3
Capital World Investors
Capital World Investors
California
-$453M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
5
CA
Capitolis Advisors
New York
-$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
451
Elite Wealth Management
Washington
$5.53M -$259K -720 -4%
RI
452
Redwood Investments
Massachusetts
$5.47M +$229K +637 +4%
BST
453
Bath Savings Trust
Maine
$5.47M -$41.3K -115 -0.7%
MUAMU
454
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.39M – – –
SPC
455
Sigma Planning Corp
Michigan
$5.34M +$189K +525 +4%
OQS
456
Occudo Quantitative Strategies
Florida
$5.31M +$3.89M +10,814 +272%
OHIS
457
Oak Harvest Investment Services
Texas
$5.2M +$637K +1,773 +14%
KAS
458
Kestra Advisory Services
Texas
$5.17M -$187K -520 -3%
CAM
459
Covenant Asset Management
New Jersey
$5.15M +$185K +516 +4%
TWC
460
TD Waterhouse Canada
Ontario, Canada
$5.14M +$5.14M +14,327 New
PHM
461
Prospect Hill Management
New Jersey
$5.12M – – –
ARI
462
Applied Research Investments
Delaware
$5.11M +$375K +1,044 +8%
WS
463
Wedbush Securities
California
$5.1M +$191K +532 +4%
PCA
464
Pallas Capital Advisors
Massachusetts
$5.09M -$9.41M -34,913 -65%
PP
465
PDT Partners
New York
$5.07M -$431K -1,200 -8%
NA
466
NewEdge Advisors
Louisiana
$5.05M +$1.9M +5,297 +61%
M
467
Mirova
France
$5.04M -$380K -1,059 -7%
ACA
468
Aptus Capital Advisors
Alabama
$4.94M -$169K -470 -3%
OC
469
Oppenheimer & Co
New York
$4.94M -$70.4K -196 -1%
EHC
470
Everett Harris & Co
California
$4.94M +$21.6K +60 +0.4%
OCM
471
Orion Capital Management
California
$4.93M -$12.6K -35 -0.3%
JF
472
Jump Financial
Illinois
$4.93M +$4.93M +13,717 New
BG
473
Bahl & Gaynor
Ohio
$4.91M -$487K -1,356 -9%
TAMH
474
Taikang Asset Management (HK)
Hong Kong
$4.89M – – –
AAM
475
Arabesque Asset Management
United Kingdom
$4.89M +$974K +2,712 +25%
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