ISRG icon

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 %
GIA
526
Granite Investment Advisors
New Hampshire
$3.03M -$98.4K -297 -3%
RIM
527
Redpoint Investment Management
Australia
$3.01M -$151K -456 -5%
HCM
528
Highlander Capital Management
New Jersey
$3.01M – – –
HBT
529
Hills Bank & Trust
Iowa
$3M +$10.9K +33 +0.4%
PWS
530
Peloton Wealth Strategists
Indiana
$2.98M -$4.97K -15 -0.2%
MFAM
531
Motley Fool Asset Management
Virginia
$2.97M +$124K +375 +4%
CRC
532
Curi RMB Capital
Illinois
$2.97M +$142K +429 +5%
AMCA
533
Arthur M. Cohen & Associates
Illinois
$2.96M +$123K +372 +4%
SLI
534
Sumitomo Life Insurance
Japan
$2.94M -$86.5K -261 -3%
LWCFA
535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.92M -$33.8K -102 -1%
WT
536
Whittier Trust
California
$2.9M +$26.8K +81 +0.9%
NA
537
NewEdge Advisors
Louisiana
$2.9M +$1.54M +4,635 +113%
TFS
538
Thoroughbred Financial Services
Tennessee
$2.89M -$14.9K -45 -0.5%
BSAM
539
Blue Square Asset Management
New York
$2.86M +$47.7K +144 +2%
WP
540
WealthPLAN Partners
Nebraska
$2.86M +$1.94M +17,079 +210%
BAM
541
Bruderman Asset Management
New York
$2.86M +$140K +423 +5%
SSB
542
Sandy Spring Bank
Maryland
$2.81M -$51.7K -156 -2%
GRP
543
Global Retirement Partners
California
$2.81M +$60.6K +183 +2%
CK
544
Cohen Klingenstein
New York
$2.8M – – –
CNC
545
Canandaigua National Corp
New York
$2.8M +$169K +510 +6%
GI
546
GAMCO Investors
Connecticut
$2.79M -$2.98K -9 -0.1%
IB
547
Intrust Bank
Kansas
$2.77M -$23.9K -72 -0.9%
BO
548
BRR OpCo
Ohio
$2.77M -$125K -378 -4%
WG
549
Winton Group
United Kingdom
$2.76M +$1.77M +5,355 +180%
AC
550
Allstate Corporation
Illinois
$2.76M -$161K -486 -6%
20 21
22
23 24