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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 %
HIA
876
Harbor Investment Advisory
Maryland
$791K +$18.3K +51 +2%
WF
877
WoodTrust Financial
Wisconsin
$788K +$7.18K +20 +0.9%
GBT
878
Grove Bank & Trust
Florida
$785K +$58.2K +162 +8%
SMFG
879
Sumitomo Mitsui Financial Group
Japan
$785K +$785K +2,150 New
HT
880
Heritage Trust
Oklahoma
$784K – – –
FWM
881
Frontier Wealth Management
Missouri
$783K +$46.4K +129 +6%
SBIA
882
Sheaff Brock Investment Advisors
Indiana
$781K – – –
KLCM
883
KG&L Capital Management
Louisiana
$774K +$52.5K +146 +7%
GC
884
GFG Capital
Florida
$770K +$14.7K +41 +2%
HI
885
Harrington Investments
California
$769K -$63.6K -177 -8%
LWMM
886
Legacy Wealth Management (Mississippi)
Mississippi
$763K +$3.23K +9 +0.4%
EWM
887
Endurance Wealth Management
Rhode Island
$763K – – –
CTC
888
Central Trust Company
Missouri
$756K +$10.8K +30 +1%
PNAA
889
Pictet North America Advisors
Switzerland
$756K +$53.9K +150 +8%
CPIG
890
Chicago Partners Investment Group
Illinois
$751K -$1.54M -5,481 -67%
FUBT
891
First United Bank & Trust
Maryland
$749K +$123K +341 +20%
CC
892
Cannell & Co
New York
$746K -$19.8K -55 -3%
S
893
Seeyond
France
$742K – – –
BCM
894
Brookstone Capital Management
Illinois
$741K -$1.61M -4,958 -68%
HA
895
HYA Advisors
Missouri
$739K -$1.48M -4,116 -67%
IP
896
Intellectus Partners
California
$739K -$10.8K -30 -1%
HSA
897
HBK Sorce Advisory
Pennsylvania
$738K +$17.6K +49 +2%
SWM
898
SeaCrest Wealth Management
New York
$731K +$87.6K +244 +14%
HC
899
Hamilton Capital
Ohio
$727K +$727K +2,024 New
MIM
900
Moseley Investment Management
Florida
$726K +$6.83K +19 +0.9%
34 35
36
37 38