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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 %
HPWM
551
High Pines Wealth Management
Massachusetts
$2.76M +$688K +2,076 +33%
DSAM
552
Dock Street Asset Management
Florida
$2.76M +$26.8K +81 +1%
GAM
553
Gotham Asset Management
New York
$2.75M +$250K +753 +10%
TC
554
TwinBeech Capital
New York
$2.74M -$725K -2,187 -21%
AII
555
AGF Investments Inc
Ontario, Canada
$2.71M -$3.98K -12 -0.1%
WTC
556
WhitTier Trust Company
Nevada
$2.7M – – –
PAM
557
Pinpoint Asset Management
Hong Kong
$2.7M +$1.76M +14,700 +188%
YWP
558
YorkBridge Wealth Partners
New York
$2.67M +$115K +348 +5%
VPIM
559
Vanguard Personalized Indexing Management
California
$2.66M +$336K +1,014 +14%
CCM
560
Cinctive Capital Management
New York
$2.66M -$8.99M -27,132 -77%
CG
561
Carmignac Gestion
France
$2.64M +$604K +1,824 +30%
HA
562
Herold Advisors
New York
$2.63M +$2.63M +7,950 New
AP
563
Advisor Partners
California
$2.63M -$50.7K -153 -2%
AA
564
ALPS Advisors
Colorado
$2.62M +$36.8K +111 +1%
NC
565
NZS Capital
Colorado
$2.62M +$765K +2,307 +41%
TA
566
Townsend & Associates
Colorado
$2.62M +$1.66M +15,384 +173%
DA
567
Doliver Advisors
Texas
$2.61M -$474K -1,431 -15%
WDA
568
Wendell David Associates
New Hampshire
$2.61M – – –
CIBC World Market
569
CIBC World Market
Ontario, Canada
$2.55M -$241K -2,178 -9%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$2.51M +$417K +1,257 +20%
CC
571
Cypress Capital
Tennessee
$2.5M +$2.5M +7,530 New
FFA
572
First Foundation Advisors
California
$2.47M +$498K +1,503 +25%
FTDI
573
First Trust Direct Indexing
Massachusetts
$2.46M +$206K +621 +9%
Squarepoint
574
Squarepoint
New York
$2.45M -$12.6M -38,061 -84%
TNAM
575
Terra Nova Asset Management
New York
$2.4M +$266K +804 +12%
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