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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 %
SW
476
SVB Wealth
Massachusetts
$4.01M +$82.5K +249 +2%
SF
477
Synovus Financial
Georgia
$4M +$2.42M +7,293 +154%
FCT
478
Family Capital Trust
Massachusetts
$3.94M – – –
AIM
479
Achmea Investment Management
Netherlands
$3.93M +$1.2M +3,624 +44%
SIA
480
Sit Investment Associates
Minnesota
$3.92M -$877K -2,646 -18%
DADC
481
D.A. Davidson & Co
Montana
$3.89M +$232K +699 +6%
WR
482
WD Rutherford
Oregon
$3.88M -$34.8K -105 -0.9%
HWAM
483
Hennion & Walsh Asset Management
New Jersey
$3.87M +$1.48M +4,476 +62%
ONB
484
Old National Bancorp
Indiana
$3.84M -$305K -921 -7%
OCM
485
Orser Capital Management
Texas
$3.83M +$69.6K +210 +2%
AF
486
Alerus Financial
North Dakota
$3.82M -$65.6K -198 -2%
KWILP
487
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.71M +$3.71M +11,199 New
SCA
488
Snowden Capital Advisors
New York
$3.66M -$988K -2,982 -21%
CI
489
Cigna Investments
Connecticut
$3.63M -$72.6K -219 -2%
AAM
490
Arabesque Asset Management
United Kingdom
$3.61M +$3.61M +10,887 New
SCA
491
Strategic Capital Advisers
Colorado
$3.59M -$80.5K -243 -2%
GG
492
Gofen & Glossberg
Illinois
$3.56M -$59.6K -180 -2%
IC
493
IEQ Capital
California
$3.55M +$1.44M +4,359 +69%
BSW
494
Buckingham Strategic Wealth
Missouri
$3.54M -$132K -399 -4%
AAS
495
Avantax Advisory Services
Texas
$3.51M +$79.8K +240 +2%
CFB
496
Cullen/Frost Bankers
Texas
$3.49M -$31.8K -96 -0.9%
IAS
497
IMA Advisory Services
Colorado
$3.42M +$36.8K +111 +1%
QT
498
Quantbot Technologies
New York
$3.36M +$2.98M +8,991 +774%
MC
499
Maverick Capital
Texas
$3.36M +$2.78M +8,391 +482%
OPS
500
Orion Portfolio Solutions
Nebraska
$3.34M +$700K +2,112 +27%
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