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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 %
BJL
776
Brighton Jones LLC
Washington
$1.2M +$12.2K +34 +1%
IIL
777
Insight Inv LLC
California
$1.18M +$1.18M +3,273 New
RHBC
778
R.H. Bluestein & Co
Michigan
$1.17M -$1.08K -3 -0.1%
VFA
779
Voya Financial Advisors
Connecticut
$1.17M -$82.8K -228 -7%
MWM
780
Minot Wealth Management
Massachusetts
$1.16M -$2.16K -6 -0.2%
GSWM
781
Golden State Wealth Management
California
$1.16M +$20.1K +56 +2%
LOIM
782
Liberty One Investment Management
Illinois
$1.15M -$170K -474 -13%
TIA
783
Tiemann Investment Advisors
California
$1.15M -$2.16K -6 -0.2%
BRWM
784
B. Riley Wealth Management
Tennessee
$1.14M +$3.59K +10 +0.3%
PCM
785
Prelude Capital Management
New York
$1.14M +$357K +993 +46%
CSIC
786
Clifford Swan Investment Counsel
California
$1.14M -$2.28M -6,336 -67%
QCM
787
Quantinno Capital Management
New York
$1.14M +$1.14M +3,166 New
PIA
788
Perennial Investment Advisors
California
$1.14M – – –
PCS
789
Personal CFO Solutions
New Jersey
$1.13M +$30.5K +85 +3%
CGL
790
Clarius Group LLC
Washington
$1.13M +$40.9K +114 +4%
MCIA
791
Mountain Capital Investment Advisors
Colorado
$1.12M -$1.61M -4,919 -59%
MGP
792
Metis Global Partners
California
$1.12M +$1.12M +3,108 New
A
793
Astrantus
Cyprus
$1.11M +$1.11M +3,100 New
CWA
794
Core Wealth Advisors
Florida
$1.11M +$1.11M +3,081 New
WSFS
795
Wilmington Savings Fund Society
Delaware
$1.11M -$754K -2,100 -41%
MCP
796
Mirador Capital Partners
California
$1.11M +$8.98K +25 +0.8%
AT
797
American Trust
Kentucky
$1.1M +$1.1M +3,070 New
CWA
798
Consilium Wealth Advisory
Texas
$1.1M +$1.1M +3,071 New
XT
799
XTX Topco
Cayman Islands
$1.09M +$1.09M +3,036 New
ITFISA
800
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.09M +$436K +1,200 +67%
30 31
32
33 34