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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 %
SPWM
901
Schrum Private Wealth Management
Florida
$725K +$725K +2,019 New
CS
902
Cannell & Spears
New York
$722K – – –
WWM
903
Western Wealth Management
Colorado
$717K +$717K +1,997 New
PFO
904
Pathstone Family Office
New Jersey
$715K +$138K +386 +24%
CW
905
Connectus Wealth
Ohio
$707K +$707K +1,967 New
MCM
906
Manchester Capital Management
Vermont
$702K – – –
BFIM
907
Beese Fulmer Investment Management
Ohio
$702K +$6.1K +17 +0.9%
CAM
908
Concorde Asset Management
Michigan
$701K -$70.1K -195 -9%
RWM
909
Ritholtz Wealth Management
New York
$701K +$66.4K +185 +10%
ECM
910
EagleClaw Capital Management
Massachusetts
$701K +$200K +555 +40%
LC
911
Lindbrook Capital
California
$688K +$2.16K +6 +0.3%
WA
912
Wambolt & Associates
Colorado
$681K +$160K +446 +31%
GFS
913
GYL Financial Synergies
Connecticut
$679K +$39.9K +111 +6%
FWM
914
Foresight Wealth Management
Utah
$674K +$1.08K +3 +0.2%
FC
915
Financial Consulate
Maryland
$667K +$66.5K +185 +11%
DCM
916
Dupont Capital Management
Delaware
$664K -$404K -1,125 -38%
AWM
917
Avior Wealth Management
Nebraska
$664K -$10.8K -30 -2%
SC
918
Savant Capital
Illinois
$662K +$65K +181 +11%
AIC
919
Archer Investment Corporation
Indiana
$656K -$147K -409 -18%
AWM
920
Axxcess Wealth Management
California
$655K +$655K +1,822 New
MFG
921
Menard Financial Group
Texas
$655K +$655K +1,823 New
MSFS
922
Main Street Financial Solutions
Pennsylvania
$649K -$83K -231 -11%
BAM
923
Belpointe Asset Management
Nevada
$649K +$310K +863 +92%
NL
924
Navalign LLC
California
$647K – – –
SFI
925
SPC Financial Inc
Maryland
$647K +$49.2K +137 +8%
35 36
37
38 39