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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 %
UB
576
UMB Bank
Missouri
$2.91M +$1.07M +2,968 +58%
IB
577
Intrust Bank
Kansas
$2.89M -$114K -318 -4%
HPWM
578
High Pines Wealth Management
Massachusetts
$2.89M -$99.9K -278 -3%
AP
579
Advisor Partners
California
$2.88M +$34.9K +97 +1%
HA
580
Herold Advisors
New York
$2.86M – – –
TI
581
Tidal Investments
Wisconsin
$2.82M +$424K +1,181 +18%
WDA
582
Wendell David Associates
New Hampshire
$2.8M -$27K -75 -1%
VCM
583
Virtue Capital Management
Tennessee
$2.79M +$635K +1,767 +30%
BRWA
584
B. Riley Wealth Advisors
Florida
$2.76M +$645K +1,795 +30%
FFA
585
First Foundation Advisors
California
$2.75M +$79K +220 +3%
CC
586
Cornerstone Capital
California
$2.74M +$593K +1,650 +28%
FTDI
587
First Trust Direct Indexing
Massachusetts
$2.72M +$56.4K +157 +2%
WAS
588
WESPAC Advisors SoCal
California
$2.7M -$5.42M -18,907 -67%
PAM
589
Pinpoint Asset Management
Hong Kong
$2.7M -$5.39M -15,000 -67%
SCA
590
Snowden Capital Advisors
New York
$2.65M -$1.32M -3,661 -33%
PP
591
Paloma Partners
Connecticut
$2.65M +$1.63M +4,539 +161%
SC
592
Sepio Capital
Utah
$2.64M +$39.2K +109 +2%
DY
593
Dowling & Yahnke
California
$2.63M +$293K +816 +13%
National Bank of Canada
594
National Bank of Canada
Quebec, Canada
$2.63M +$2.63M +7,313 New
WP
595
WealthPLAN Partners
Nebraska
$2.57M -$4.6M -16,173 -64%
TNAM
596
Terra Nova Asset Management
New York
$2.57M -$35.9K -100 -1%
IWP
597
Icon Wealth Partners
Texas
$2.56M +$78.7K +219 +3%
EWA
598
EP Wealth Advisors
California
$2.56M -$31.3K -87 -1%
AHIA
599
Andrew Hill Investment Advisors
Florida
$2.56M +$2.56M +7,130 New
CCM
600
Canal Capital Management
Virginia
$2.55M +$47.4K +132 +2%
22 23
24
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