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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 %
HCM
626
Hodges Capital Management
Texas
$2.22M -$93.4K -260 -4%
IA
627
IFP Advisors
Florida
$2.2M +$1.78M +4,908 +417%
EF
628
Empirical Finance
Pennsylvania
$2.18M +$586K +1,630 +37%
JFA
629
Johanson Financial Advisors
California
$2.17M -$84.4K -235 -4%
CIM
630
Chapman Investment Management
California
$2.16M -$19.4K -54 -0.9%
FC
631
FORA Capital
Florida
$2.14M +$2.14M +5,963 New
SRC
632
Stone Run Capital
New York
$2.14M +$467K +1,300 +28%
IA
633
IndexIQ Advisors
New York
$2.13M -$64.7K -180 -3%
FHA
634
First Horizon Advisors
Tennessee
$2.13M +$9.7K +27 +0.5%
IRF
635
IBM Retirement Fund
New York
$2.12M -$1.47M -4,103 -41%
CFGS
636
Concourse Financial Group Securities
Alabama
$2.1M +$84.1K +234 +4%
WJWM
637
Williams Jones Wealth Management
New York
$2.09M -$22.6K -63 -1%
AG
638
AIA Group
Hong Kong
$2.06M +$1.22M +3,388 +144%
MCM
639
MAI Capital Management
Ohio
$2.06M +$969K +2,697 +89%
BPA
640
Beacon Pointe Advisors
California
$2.06M +$266K +740 +15%
DA
641
Doliver Advisors
Texas
$2.01M -$245K -857 -11%
BFG
642
Berger Financial Group
Minnesota
$2M +$666K +1,854 +50%
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$2M +$63.2K +176 +3%
ANI
644
American National Insurance
Texas
$1.99M -$17.3M -48,105 -90%
PA
645
PFG Advisors
Arizona
$1.99M +$184K +511 +10%
JWBC
646
J.W. Burns & Co
New York
$1.97M +$236K +656 +14%
CAM
647
Cresset Asset Management
Illinois
$1.97M +$265K +739 +16%
LNWWM
648
Laird Norton Wetherby Wealth Management
California
$1.97M -$1.8K -5 -0.1%
Cerity Partners
649
Cerity Partners
New York
$1.96M +$1.04M +2,917 +113%
RAM
650
Redmond Asset Management
Virginia
$1.96M +$216K +600 +12%
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