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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 %
HFM
726
Harvest Fund Management
China
$1.43M +$221K +609 +18%
SS
727
Simplicity Solutions
Minnesota
$1.41M +$735K +2,046 +108%
CA
728
CoreCap Advisors
Michigan
$1.41M +$1.41M +3,932 New
KIA
729
KCM Investment Advisors
California
$1.41M +$2.88K +8 +0.2%
AI
730
AXS Investments
New York
$1.41M +$1.41M +3,917 New
KA
731
Kintegral Advisory
New York
$1.41M – – –
ACM
732
Ativo Capital Management
Illinois
$1.4M -$27.3K -76 -2%
IA
733
IAM Advisory
Pennsylvania
$1.4M -$2.9M -8,919 -67%
ATC
734
Argent Trust Co
Tennessee
$1.4M +$181K +504 +15%
RJT
735
Raymond James Trust
Florida
$1.4M +$530K +1,476 +61%
LWAC
736
Laurel Wealth Advisors (California)
California
$1.4M +$1.04M +2,888 +287%
FRA
737
Frank Rimerman Advisors
California
$1.4M – – –
AWM
738
Altium Wealth Management
New York
$1.4M +$85.9K +239 +7%
AIA
739
Avalon Investment & Advisory
Texas
$1.39M -$786K -2,188 -36%
SWP
740
Strategic Wealth Partners
Ohio
$1.38M +$211K +588 +18%
FDCDDQ
741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.37M +$251K +699 +23%
FCBT
742
First Citizens Bank & Trust
North Carolina
$1.36M +$104K +288 +8%
KA
743
Kovack Advisors
Florida
$1.36M +$240K +669 +22%
IB
744
Iyo Bank
Japan
$1.34M +$1.34M +3,720 New
IFAM
745
Institutional & Family Asset Management
Colorado
$1.33M +$35.9K +100 +3%
NL
746
NVWM LLC
Pennsylvania
$1.32M +$56.4K +157 +4%
AWM
747
Avitas Wealth Management
California
$1.32M +$1.32M +3,661 New
WF
748
Welch & Forbes
Massachusetts
$1.31M +$2.16K +6 +0.2%
TMAM
749
Tokio Marine Asset Management
Japan
$1.31M +$103K +286 +9%
CC
750
Centiva Capital
New York
$1.3M +$3.95K +11 +0.3%
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30
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