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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 %
AMCA
551
Arthur M. Cohen & Associates
Illinois
$3.25M +$43.1K +120 +1%
HBT
552
Hills Bank & Trust
Iowa
$3.25M -$3.23K -9 -0.1%
PTC
553
Philadelphia Trust Company
Pennsylvania
$3.23M -$102K -284 -3%
RIM
554
Redpoint Investment Management
Australia
$3.22M -$46K -128 -1%
BTWM
555
Baker Tilly Wealth Management
Wisconsin
$3.21M +$484K +1,347 +18%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.16M -$1.44K -4 -0%
SSB
557
Sandy Spring Bank
Maryland
$3.15M +$105K +291 +3%
WT
558
Whittier Trust
California
$3.15M – – –
GRP
559
Global Retirement Partners
California
$3.14M +$99.5K +277 +3%
BSAM
560
Blue Square Asset Management
New York
$3.13M +$28.7K +80 +0.9%
DSAM
561
Dock Street Asset Management
Florida
$3.13M +$145K +404 +5%
YWP
562
YorkBridge Wealth Partners
New York
$3.06M +$167K +464 +6%
PAS
563
Park Avenue Securities
New York
$3.06M +$842K +2,343 +38%
CK
564
Cohen Klingenstein
New York
$3.04M – – –
CNC
565
Canandaigua National Corp
New York
$3.02M -$10.4K -29 -0.3%
Tudor Investment Corp
566
Tudor Investment Corp
Connecticut
$3.02M +$1.24M +3,464 +70%
PAM
567
Panagora Asset Management
Massachusetts
$3.01M -$62.9M -174,943 -95%
NCGI
568
Next Century Growth Investors
Minnesota
$3.01M +$1.4M +3,909 +88%
AMI
569
Amica Mutual Insurance
Rhode Island
$2.99M -$523K -1,456 -15%
WTC
570
WhitTier Trust Company
Nevada
$2.98M +$50.7K +141 +2%
CF
571
Centaurus Financial
California
$2.97M +$594K +1,653 +25%
IAA
572
Independent Advisor Alliance
North Carolina
$2.95M +$392K +1,090 +15%
AA
573
ALPS Advisors
Colorado
$2.93M +$86.6K +241 +3%
CI
574
Cigna Investments
Connecticut
$2.91M -$1.03M -2,857 -26%
TIM
575
Triodos Investment Management
Netherlands
$2.91M -$539K -1,500 -16%
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