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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 %
WCM
651
Whitener Capital Management
North Carolina
$1.96M +$56K +156 +3%
KP
652
Keel Point
Alabama
$1.95M +$19.4K +54 +1%
EBT
653
Enterprise Bank & Trust
Massachusetts
$1.95M +$17.2K +48 +0.9%
Luther King Capital Management (LKCM)
654
Luther King Capital Management (LKCM)
Texas
$1.94M -$98.1K -273 -5%
CS
655
Comerica Securities
Michigan
$1.94M +$974K +2,712 +101%
RFN
656
RDA Financial Network
Iowa
$1.94M +$1.61M +4,487 +494%
FBT
657
First Bank & Trust
South Dakota
$1.94M +$29.8K +83 +2%
SFS
658
Stiles Financial Services
Minnesota
$1.92M +$1.92M +5,261 New
SCA
659
Southern Capital Advisors
Tennessee
$1.9M +$1.9M +5,294 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$1.9M – – –
BC
661
Bartlett & Co
Ohio
$1.9M – – –
TCM
662
Teza Capital Management
Illinois
$1.9M +$1.3M +3,615 +216%
UFF
663
USA Financial Formulas
Michigan
$1.9M +$1.89M +5,274 +87,900%
BOTW
664
Bank of the West
California
$1.89M -$7.54K -21 -0.4%
SBWIC
665
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.87M +$98.4K +274 +6%
HCM
666
Hollencrest Capital Management
California
$1.86M – – –
TYCC
667
Texas Yale Capital Corp
Florida
$1.86M +$30.5K +85 +2%
PWAG
668
Polaris Wealth Advisory Group
California
$1.85M -$2.42M -6,736 -57%
CCC
669
Crescent Capital Consulting
Louisiana
$1.84M +$359 +1 +0%
PDN
670
Pensionfund DSM Netherlands
Netherlands
$1.83M – – –
FWIA
671
Fort Washington Investment Advisors
Ohio
$1.82M +$25.2K +70 +1%
HF
672
HRT Financial
New York
$1.82M -$5.76M -16,027 -76%
DA
673
DCM Advisors
New York
$1.81M -$300K -835 -14%
AA
674
AlphaCentric Advisors
Puerto Rico
$1.8M -$89.9K -250 -5%
BAS
675
Brown Advisory Securities
Maryland
$1.79M -$401K -1,115 -18%
25 26
27
28 29