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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 %
IC
501
IEQ Capital
California
$4.08M +$224K +623 +6%
SW
502
SVB Wealth
Massachusetts
$4.06M -$284K -789 -7%
CCM
503
Coldstream Capital Management
Washington
$4.06M +$3.28M +9,132 +420%
SLI
504
Sumitomo Life Insurance
Japan
$4.06M +$870K +2,420 +27%
OCM
505
Orser Capital Management
Texas
$4.01M -$145K -403 -3%
ONB
506
Old National Bancorp
Indiana
$3.99M -$165K -458 -4%
PP
507
Prudential plc
United Kingdom
$3.98M +$2.74M +7,637 +222%
SCA
508
Strategic Capital Advisers
Colorado
$3.91M +$16.5K +46 +0.4%
AAS
509
Avantax Advisory Services
Texas
$3.91M +$121K +337 +3%
GG
510
Gofen & Glossberg
Illinois
$3.8M -$66.1K -184 -2%
Connor, Clark & Lunn Investment Management (CC&L)
511
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.79M -$13.2M -36,767 -78%
NL
512
NWAM LLC
Washington
$3.79M +$2.17M +6,039 +134%
CCP
513
Corient Capital Partners
California
$3.77M +$1.69M +4,712 +82%
SIMG
514
Stephens Investment Management Group
Texas
$3.73M -$1.6M -4,464 -30%
BSW
515
Buckingham Strategic Wealth
Missouri
$3.69M -$154K -429 -4%
SM
516
Sciencast Management
New Jersey
$3.69M +$3.69M +10,440 New
CAN
517
Cetera Advisor Networks
California
$3.67M +$151K +421 +4%
SGH
518
Sivik Global Healthcare
Connecticut
$3.67M +$3.67M +10,199 New
MIAN
519
Mariner Independent Advisor Network
Kansas
$3.64M +$3.64M +10,116 New
CFB
520
Cullen/Frost Bankers
Texas
$3.64M -$148K -413 -4%
RC
521
RegentAtlantic Capital
New Jersey
$3.62M +$239K +666 +7%
GT
522
Greenleaf Trust
Michigan
$3.61M +$272K +758 +8%
NSAM
523
North Star Asset Management
Wisconsin
$3.61M +$3.61M +10,039 New
CCP
524
Cunning Capital Partners
North Carolina
$3.6M – – –
PRC
525
Pearl River Capital
Michigan
$3.56M -$1.74M -4,831 -33%
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