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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 %
EI
951
Ellevest Inc
New York
$604K +$21.9K +61 +4%
SP
952
Symmetry Partners
Connecticut
$601K -$1.2M -3,348 -67%
SIC
953
SFE Investment Counsel
California
$601K +$3.59K +10 +0.6%
VCA
954
Verdence Capital Advisors
Maryland
$600K +$4.67K +13 +0.8%
B
955
Bellecapital
Switzerland
$599K +$599K +1,668 New
RCM
956
RB Capital Management
Nevada
$597K +$61.4K +171 +11%
CAC
957
Cowen and Company
New York
$594K +$594K +1,654 New
RMC
958
Resources Management Corp
Connecticut
$593K – – –
CMI
959
Clare Market Investments
Texas
$590K +$163K +455 +38%
BHB
960
Bank Hapoalim BM
Israel
$590K -$74K -206 -11%
AAS
961
Ameritas Advisory Services
Nebraska
$585K +$585K +1,627 New
APP
962
Alpha Paradigm Partners
Illinois
$585K +$585K +1,628 New
AA
963
Auxano Advisors
Washington
$578K – – –
WOSD
964
WFA of San Diego
California
$577K – – –
MC
965
Machina Capital
France
$575K +$575K +1,600 New
PF
966
Phoenix Financial
Israel
$564K -$121K -333 -18%
CA
967
Cambridge Advisors
Nebraska
$564K – – –
WANY
968
Wealthspire Advisors (New York)
New York
$562K -$37K -103 -6%
CRCM
969
Corbett Road Capital Management
Virginia
$561K -$60K -167 -10%
AMC
970
Asset Management Corp
Illinois
$561K – – –
PHIC
971
Pine Haven Investment Counsel
Massachusetts
$559K +$559K +1,555 New
HWA
972
HCR Wealth Advisors
California
$557K +$33.8K +94 +6%
WPW
973
Waldron Private Wealth
Pennsylvania
$556K +$34.5K +96 +7%
AWA
974
Arete Wealth Advisors
Illinois
$553K -$32.4K -90 -6%
WWM
975
Windsor Wealth Management
Indiana
$549K +$4.97K +14 +0.9%
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