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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 %
ATPW
826
Ashton Thomas Private Wealth
Arizona
$956K +$43.8K +122 +5%
MC
827
Matisse Capital
Oregon
$942K +$359K +1,000 +62%
JWCA
828
J.W. Cole Advisors
Florida
$933K +$14K +39 +2%
QIM
829
Quantitative Investment Management
Virginia
$932K +$932K +2,596 New
CT
830
Columbia Trust
Oregon
$927K -$1.85M -1,864 -67%
1WA
831
180 Wealth Advisors
Washington
$924K -$1.76M -6,542 -66%
CCM
832
Community Capital Management
Florida
$921K +$13.5K +38 +1%
FMB
833
Field & Main Bank
Kentucky
$920K +$10.8K +30 +1%
1CP
834
17 Capital Partners
Arizona
$919K – – –
SBH
835
Segall Bryant & Hamill
Illinois
$918K +$53.9K +150 +6%
CGI
836
Comgest Global Investors
France
$916K – – –
BOM
837
Bank of Marin
California
$911K – – –
HBT
838
Heartland Bank & Trust
Illinois
$906K +$16.5K +46 +2%
AFP
839
Ausdal Financial Partners
Iowa
$906K +$126K +350 +16%
MPM
840
MBB Public Markets
Illinois
$906K +$906K +2,522 New
SB
841
Strategic Blueprint
Georgia
$903K +$68.3K +190 +8%
CC
842
Cypress Capital
Tennessee
$902K -$1.8M -5,020 -67%
BCM
843
Bayesian Capital Management
New York
$898K +$898K +2,500 New
FMLI
844
Fukoku Mutual Life Insurance
Japan
$894K – – –
KFP
845
KMG Fiduciary Partners
Ohio
$894K +$439K +1,223 +97%
SS
846
Sunbelt Securities
Texas
$886K +$97.8K +345 +12%
UIA
847
Ulland Investment Advisors
Minnesota
$884K +$884K +2,460 New
PNC
848
Park National Corp
Ohio
$883K – – –
CG
849
Colony Group
Massachusetts
$883K +$428K +1,191 +94%
ACM
850
AlphaCrest Capital Management
New York
$883K +$560K +1,557 +173%
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