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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 %
SFA
751
Sequoia Financial Advisors
Ohio
$1.3M +$649K +1,808 +101%
BFM
752
Boston Financial Management
Massachusetts
$1.29M +$19.4K +54 +2%
BAM
753
Bruderman Asset Management
New York
$1.29M -$1.79M -5,009 -58%
CCP
754
Clarkston Capital Partners
Michigan
$1.29M -$401K -1,116 -24%
CI
755
Conning Inc
Connecticut
$1.27M -$122K -339 -9%
CG
756
Caprock Group
Idaho
$1.27M +$240K +669 +23%
PFWA
757
Paces Ferry Wealth Advisors
Georgia
$1.26M -$12.2K -34 -1%
CCM
758
CAAS Capital Management
New York
$1.26M +$935K +2,600 +289%
BM
759
Brandywine Managers
Delaware
$1.26M – – –
BFC
760
Bedel Financial Consulting
Indiana
$1.25M -$21.2K -59 -2%
Assenagon Asset Management
761
Assenagon Asset Management
Luxembourg
$1.24M -$44.2K -123 -3%
AIC
762
Argus Investors Counsel
New York
$1.24M +$1.24M +3,453 New
BC
763
BIT Capital
Germany
$1.24M +$24.1K +67 +2%
HI
764
Horizon Investments
North Carolina
$1.24M +$410K +1,141 +50%
FHA
765
Flagship Harbor Advisors
Massachusetts
$1.23M +$183K +509 +17%
SIM
766
Sentry Investment Management
Wisconsin
$1.23M +$202K +561 +20%
MAM
767
Meeder Asset Management
Ohio
$1.23M -$1.92M -5,345 -61%
RIL
768
Rothschild Investment LLC
Illinois
$1.23M +$10.8K +30 +0.9%
PFG
769
PAX Financial Group
Texas
$1.23M +$44.2K +123 +4%
LG
770
LaFleur & Godfrey
Michigan
$1.23M -$130K -363 -10%
TAM
771
Trust Asset Management
Texas
$1.23M – – –
SEC
772
Seven Eight Capital
New York
$1.22M +$1.22M +3,402 New
WA
773
Wealth Architects
California
$1.21M -$601K -1,674 -33%
BG
774
Benedetti & Gucer
Georgia
$1.21M +$204K +568 +20%
SWM
775
Segment Wealth Management
Texas
$1.2M +$55.3K +154 +5%
29 30
31
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