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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 %
AFS
676
Aft Forsyth & Sober
Florida
$1.78M – – –
EIM
677
Essex Investment Management
Massachusetts
$1.78M -$221K -615 -11%
FNBT
678
FineMark National Bank & Trust
Florida
$1.78M +$29.1K +81 +2%
AWM
679
Apollon Wealth Management
South Carolina
$1.73M +$794K +2,210 +85%
LP
680
Lloyd Park
Illinois
$1.73M +$1.73M +4,803 New
BWM
681
BNC Wealth Management
Oregon
$1.72M +$1.72M +4,778 New
FF
682
FourThought Financial
Florida
$1.72M -$142K -394 -8%
SAM
683
Sequent Asset Management
Texas
$1.72M – – –
ZB
684
Zions Bancorporation
Utah
$1.71M +$1.5M +4,162 +701%
MCM
685
McRae Capital Management
New Jersey
$1.7M – – –
ECM
686
Everence Capital Management
Indiana
$1.7M +$866K +2,410 +104%
LJCM
687
Lee Johnson Capital Management
Texas
$1.69M +$1.69M +4,713 New
RBFC
688
Roman Butler Fullerton & Co
Missouri
$1.68M -$2.58M -7,173 -60%
LC
689
Lavaca Capital
Texas
$1.68M -$97K -270 -5%
CT
690
Chicago Trust
Illinois
$1.68M -$1.8K -5 -0.1%
PA
691
Paragon Advisors
Texas
$1.67M -$228K -635 -12%
EGM
692
Engineers Gate Manager
New York
$1.67M -$1.79M -4,973 -52%
WP
693
WMS Partners
Maryland
$1.66M +$450K +1,253 +37%
WFC
694
Western Financial Corp
California
$1.66M +$228K +635 +16%
SP
695
SWS Partners
Ohio
$1.66M -$728K -2,027 -31%
HCM
696
Howland Capital Management
Massachusetts
$1.64M -$4.31K -12 -0.3%
TCOV
697
Trust Company of Vermont
Vermont
$1.64M +$11.1K +31 +0.7%
AIA
698
Angeles Investment Advisors
California
$1.63M +$11.1K +31 +0.7%
VAS
699
Vestmark Advisory Solutions
Massachusetts
$1.63M +$923K +2,568 +131%
PGFC
700
Peapack-Gladstone Financial Corp
New Jersey
$1.63M +$145K +403 +10%
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