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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 %
SCM
501
Silvant Capital Management
Georgia
$3.33M -$628K -1,896 -16%
CCP
502
Cunning Capital Partners
North Carolina
$3.32M – – –
IRF
503
IBM Retirement Fund
New York
$3.31M +$6.96K +21 +0.2%
TI
504
Trexquant Investment
Connecticut
$3.3M +$2.27M +6,846 +219%
OAM
505
Oak Asset Management
California
$3.27M +$2.18M +19,704 +200%
KWM
506
Keebeck Wealth Management
Illinois
$3.26M -$337K -1,017 -9%
CAN
507
Cetera Advisor Networks
California
$3.25M +$443K +1,338 +16%
AMI
508
Amica Mutual Insurance
Rhode Island
$3.24M – – –
JIP
509
Jaffetilchin Investment Partners
Florida
$3.22M -$3.43M -10,353 -52%
MCM
510
Mitchell Capital Management
Kansas
$3.21M -$10.9K -33 -0.3%
BU
511
BBVA USA
Alabama
$3.19M -$19.9K -60 -0.6%
MWM
512
Madison Wealth Management
Ohio
$3.19M +$26.8K +81 +0.8%
EGM
513
Engineers Gate Manager
New York
$3.18M -$365K -1,101 -10%
TIM
514
Triodos Investment Management
Netherlands
$3.18M – – –
V
515
Veritable
Delaware
$3.16M -$50.7K -153 -2%
KCM
516
Kornitzer Capital Management
Kansas
$3.16M -$774K -2,337 -20%
MGWM
517
Marks Group Wealth Management
Minnesota
$3.14M -$47K -141 -1%
EP
518
Eversept Partners
New York
$3.13M +$559K +1,686 +22%
WAS
519
WESPAC Advisors SoCal
California
$3.12M +$1.81M +16,449 +138%
RC
520
RegentAtlantic Capital
New Jersey
$3.12M +$555K +1,674 +22%
CIS
521
Capital International Sarl
California
$3.1M -$190K -573 -6%
RC
522
Roundview Capital
New Jersey
$3.09M – – –
GT
523
Greenleaf Trust
Michigan
$3.08M +$97.4K +294 +3%
PTC
524
Philadelphia Trust Company
Pennsylvania
$3.07M +$5.97K +18 +0.2%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.05M -$12.9K -39 -0.4%
19 20
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