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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 %
MWM
526
Madison Wealth Management
Ohio
$3.56M +$95.9K +267 +3%
KWM
527
Keebeck Wealth Management
Illinois
$3.53M – – –
EP
528
Eversept Partners
New York
$3.53M +$140K +390 +4%
Walleye Trading
529
Walleye Trading
New York
$3.53M -$1.19M -3,318 -25%
AssetMark Inc
530
AssetMark Inc
California
$3.52M +$3.47M +9,662 +6,710%
JIP
531
Jaffetilchin Investment Partners
Florida
$3.52M +$22.6K +63 +0.6%
OAM
532
Oak Asset Management
California
$3.5M -$7.12M -19,804 -67%
Acadian Asset Management
533
Acadian Asset Management
Massachusetts
$3.5M -$14.6M -40,702 -81%
LFM
534
LGT Fund Management
Liechtenstein
$3.5M +$3.5M +9,750 New
GI
535
GAMCO Investors
Connecticut
$3.5M +$470K +1,309 +16%
MCM
536
Mitchell Capital Management
Kansas
$3.46M -$19K -53 -0.5%
SCM
537
Silvant Capital Management
Georgia
$3.46M -$153K -426 -4%
CG
538
Carmignac Gestion
France
$3.45M +$572K +1,584 +20%
V
539
Veritable
Delaware
$3.44M +$11.1K +31 +0.3%
KCM
540
Kornitzer Capital Management
Kansas
$3.42M – – –
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.39M +$76.5K +213 +2%
MGWM
542
Marks Group Wealth Management
Minnesota
$3.38M +$39.4K +111 +1%
RC
543
Roundview Capital
New Jersey
$3.36M +$1.8K +5 +0.1%
N
544
Natixis
France
$3.35M -$13M -36,150 -79%
MFAM
545
Motley Fool Asset Management
Virginia
$3.32M +$105K +291 +3%
IAS
546
IMA Advisory Services
Colorado
$3.29M -$421K -1,172 -11%
TNBTD
547
Trustmark National Bank Trust Department
Mississippi
$3.27M -$1.37M -3,814 -30%
HCM
548
Highlander Capital Management
New Jersey
$3.26M – – –
PWS
549
Peloton Wealth Strategists
Indiana
$3.25M +$12.6K +35 +0.4%
TFS
550
Thoroughbred Financial Services
Tennessee
$3.25M +$119K +331 +4%
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