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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 %
BC
801
Brookfield Corp
Ontario, Canada
$1.08M -$6.01M -16,743 -85%
WI
802
WrapManager Inc
California
$1.08M +$39.5K +110 +4%
KJHP
803
K.J. Harrison & Partners
Ontario, Canada
$1.08M – – –
LCH
804
Lee Capital Holdings
New York
$1.08M +$1.08M +3,000 New
DT
805
Diversified Trust
Tennessee
$1.08M -$544K -1,515 -34%
VVP
806
Venture Visionary Partners
Ohio
$1.07M +$49.6K +138 +5%
EFS
807
Essex Financial Services
Connecticut
$1.06M -$237K -660 -18%
Lido Advisors
808
Lido Advisors
California
$1.05M +$139K +388 +15%
JSC
809
Jackson Square Capital
California
$1.05M +$79K +220 +8%
CCA
810
Checchi Capital Advisers
California
$1.05M +$4.67K +13 +0.4%
CB
811
CNB Bank
Pennsylvania
$1.04M +$41.6K +116 +4%
IFWM
812
Institute for Wealth Management
Colorado
$1.03M +$25.9K +72 +3%
LWP
813
Lumature Wealth Partners
Georgia
$1.03M +$53.2K +148 +5%
MCC
814
Money Concepts Capital
Florida
$1.03M +$1.03M +2,870 New
CCT
815
Country Club Trust
Missouri
$1.03M +$154K +425 +18%
AC
816
Avestar Capital
New York
$999K +$153K +425 +18%
IEFM
817
IQ EQ Fund Management
Ireland
$991K – – –
JGGDR
818
JGP Global Gestao de Recursos
Brazil
$990K -$1.8K -5 -0.2%
SSWM
819
Smith Salley Wealth Management
North Carolina
$985K +$8.98K +25 +0.9%
TTWM
820
TCV Trust & Wealth Management
Virginia
$984K +$8.62K +24 +0.9%
MWM
821
Modera Wealth Management
New Jersey
$984K +$371K +1,032 +60%
HCMG
822
Howard Capital Management Group
California
$974K -$26.9K -75 -3%
CG
823
Cutler Group
California
$963K +$767K +2,135 +391%
PPP
824
Private Portfolio Partners
New Jersey
$963K +$48.5K +135 +5%
Nomura Holdings
825
Nomura Holdings
Japan
$959K -$33.4M -93,070 -97%
31 32
33
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