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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 %
VWA
1001
Visionary Wealth Advisors
Illinois
$492K +$117K +325 +31%
AWM
1002
Aries Wealth Management
Maine
$490K +$40.6K +113 +9%
TW
1003
TrinityPoint Wealth
Connecticut
$488K +$52.1K +145 +12%
CWM
1004
Circle Wealth Management
New Jersey
$487K +$17.2K +48 +4%
TFM
1005
TFC Financial Management
Massachusetts
$486K – – –
CWM
1006
Congress Wealth Management
Massachusetts
$485K +$485K +1,352 New
IWA
1007
IVC Wealth Advisors
Pennsylvania
$483K +$3.23K +9 +0.7%
EA
1008
Ellsworth Advisors
Ohio
$482K -$64.7K -180 -12%
BFPW
1009
BOK Financial Private Wealth
Colorado
$482K +$85.2K +237 +21%
CWM
1010
Calamos Wealth Management
Illinois
$481K -$34.1K -95 -7%
BIA
1011
Benchmark Investment Advisors
Illinois
$479K +$479K +1,332 New
SF
1012
Summit Financial
New Jersey
$479K +$35.6K +99 +8%
CAM
1013
Claret Asset Management
Quebec, Canada
$478K – – –
KPWS
1014
Kestra Private Wealth Services
Texas
$478K +$69.7K +194 +17%
LFAS
1015
Level Four Advisory Services
Texas
$478K +$162K +450 +51%
BO
1016
BRR OpCo
Ohio
$477K -$2.53M -7,028 -84%
BFA
1017
Bragg Financial Advisors
North Carolina
$477K -$954K -960 -67%
FIM
1018
Freedom Investment Management
Connecticut
$477K +$249K +693 +109%
TPA
1019
Trivium Point Advisory
Connecticut
$474K -$929K -2,586 -66%
VC
1020
Veery Capital
Delaware
$473K – – –
PCM
1021
Parsons Capital Management
Rhode Island
$472K – – –
FMP
1022
Financial Management Professionals
Texas
$472K – – –
RWA
1023
Ropes Wealth Advisors
Massachusetts
$470K -$91.6K -255 -16%
TA
1024
Tectonic Advisors
Texas
$470K – – –
RWP
1025
Revolve Wealth Partners
New Jersey
$469K +$469K +1,305 New
39 40
41
42 43