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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 %
CA
976
Cortland Associates
Missouri
$539K – – –
LIM
977
Leavell Investment Management
Alabama
$539K – – –
BWP
978
Baldwin Wealth Partners
Massachusetts
$539K – – –
CA
979
Cullinan Associates
Kentucky
$539K – – –
SIC
980
Samalin Investment Counsel
New York
$538K +$33.4K +93 +7%
NFG
981
Nations Financial Group
Iowa
$536K -$59.3K -165 -10%
PCP
982
Proficio Capital Partners
Massachusetts
$533K -$7.19K -20 -1%
GCM
983
Graham Capital Management
Connecticut
$531K +$531K +1,478 New
FB
984
Fulton Bank
Pennsylvania
$530K +$135K +377 +34%
RMDI
985
R.M. Davis Inc
Maine
$522K – – –
PAM
986
Paradigm Asset Management
New York
$521K -$71.9K -200 -12%
USCWA
987
U.S. Capital Wealth Advisors
Texas
$520K +$47K +131 +10%
CFN
988
Cordasco Financial Network
Florida
$517K – – –
CCMD
989
Cypress Capital Management (Delaware)
Delaware
$517K – – –
CIM
990
Contravisory Investment Management
Massachusetts
$514K +$64.7K +180 +14%
LWM
991
Laidlaw Wealth Management
New York
$513K -$6.1K -17 -1%
FCH
992
Freestone Capital Holdings
Washington
$513K +$513K +1,429 New
BFO
993
Biltmore Family Office
North Carolina
$511K – – –
TFGT
994
TS Financial Group (TSFG)
Illinois
$509K -$100K -279 -16%
MFW
995
Meristem Family Wealth
Minnesota
$508K -$12.2K -34 -2%
FBFS
996
First Business Financial Services
Wisconsin
$507K – – –
GAM
997
Griffin Asset Management
New York
$502K +$51.7K +144 +11%
JWCA
998
J.W. Coons Advisors
Ohio
$498K +$169K +470 +51%
GWANC
999
Guardian Wealth Advisors (North Carolina)
North Carolina
$498K +$498K +1,385 New
VFM
1000
Vivid Financial Management
California
$496K +$496K +1,381 New
38 39
40
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