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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 %
AIM
701
Alhambra Investment Management
Florida
$1.62M – – –
EFM
702
E Fund Management
China
$1.62M +$4.67K +13 +0.3%
AA
703
Altman Advisors
Illinois
$1.61M -$3.17M -11,752 -66%
MWM
704
Meridian Wealth Management
Kentucky
$1.6M -$335K -933 -17%
CA
705
Cetera Advisors
Colorado
$1.59M -$652K -1,815 -29%
AW
706
Alaethes Wealth
Nevada
$1.59M +$40.6K +113 +3%
VI
707
Vestcor Inc
New Brunswick, Canada
$1.58M -$299K -832 -16%
CCM
708
Conway Capital Management
California
$1.58M +$387K +1,077 +32%
S
709
SignatureFD
Georgia
$1.57M +$214K +595 +16%
CW
710
CreativeOne Wealth
Kansas
$1.56M -$755K -2,101 -33%
LWAM
711
Legacy Wealth Asset Management
Minnesota
$1.56M +$16.5K +46 +1%
ACM
712
Alamar Capital Management
California
$1.56M +$47.8K +133 +3%
GD
713
Grandfield & Dodd
New York
$1.55M -$104K -288 -6%
EMG
714
ETF Managers Group
New Jersey
$1.54M +$1.54M +4,233 New
PWM
715
Perigon Wealth Management
California
$1.54M +$94.9K +264 +7%
APA
716
American Portfolios Advisors
New York
$1.53M +$165K +458 +12%
SAM
717
Strategy Asset Managers
California
$1.53M +$190K +529 +14%
CAAS
718
Capital Asset Advisory Services
Michigan
$1.52M +$14.7K +41 +1%
WHG
719
Westwood Holdings Group
Texas
$1.52M +$583K +1,622 +62%
LCM
720
Leisure Capital Management
California
$1.51M +$47.4K +132 +3%
PA
721
Parallel Advisors
California
$1.51M +$98.1K +273 +7%
BFEC
722
Benjamin F. Edwards & Company
Missouri
$1.49M +$3.23K +9 +0.2%
SWP
723
Stratos Wealth Partners
Ohio
$1.48M -$285K -793 -16%
LNC
724
Lincoln National Corp
Pennsylvania
$1.47M +$52.5K +146 +4%
HWIS
725
Hancock Whitney Investment Services
Louisiana
$1.47M +$1.47M +4,100 New
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