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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 %
HH
926
Hilltop Holdings
Texas
$647K +$189K +528 +41%
STA
927
Summit Trail Advisors
New York
$647K +$236K +657 +57%
AT
928
Arden Trust
Delaware
$647K +$647K +1,799 New
TBA
929
Tower Bridge Advisors
Pennsylvania
$647K -$1.29M -3,600 -67%
WPWM
930
Western Pacific Wealth Management
Illinois
$646K +$646K +1,800 New
CFA
931
Camarda Financial Advisors
Florida
$640K +$640K +1,781 New
WSTAM
932
Wilbanks Smith & Thomas Asset Management
Virginia
$639K – – –
FPA
933
First Pacific Advisors
California
$638K – – –
SAM
934
Simplify Asset Management
Nevada
$637K +$637K +1,773 New
LOAMS
935
Lombard Odier Asset Management (Switzerland)
Switzerland
$636K +$636K +1,770 New
LP
936
LMR Partners
United Kingdom
$636K +$636K +1,771 New
BS
937
Bessemer Securities
New York
$635K +$85.5K +238 +16%
AIM
938
Aigen Investment Management
New York
$635K +$635K +1,846 New
IWC
939
Integrated Wealth Concepts
Massachusetts
$631K -$100K -279 -14%
MTIC
940
Missouri Trust & Investment Company
Missouri
$631K +$631K +1,755 New
MS
941
Mizuho Securities
Japan
$630K -$1.47M -4,090 -70%
FPAS
942
Focus Partners Advisor Solutions
Missouri
$629K +$629K +1,751 New
EAMA
943
EFG Asset Management (Americas)
Florida
$621K +$11.9K +33 +2%
WH
944
Willner & Heller
California
$621K +$621K +625 New
PFS
945
Prospera Financial Services
Texas
$616K +$223K +621 +57%
FFM
946
Forum Financial Management
Illinois
$615K +$615K +1,712 New
WPC
947
Waters Parkerson & Co
Louisiana
$613K +$18.7K +52 +3%
GA
948
GraniteShares Advisors
New York
$612K +$612K +1,704 New
PCA
949
Personal Capital Advisors
California
$608K +$95.7K +275 +19%
CYG
950
Clean Yield Group
Vermont
$605K – – –
36 37
38
39 40