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Intuitive Surgical
ISRG

Overview Fund Activity

1,365 hedge funds and large institutions have $98.6B invested in Intuitive Surgical in 2021 Q3 according to their latest regulatory filings, with 131 funds opening new positions, 555 increasing their positions, 442 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
+52
Holders Change %
+3.96%
% of All Funds
23.97%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.74%
New
131
Increased
555
Reduced
442
Closed
63
Calls
$2.23B
Puts
$2.68B
Net Calls
-$450M
Net Calls Change
-$285M

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
$2.83B
2
UBS AM
UBS AM
Illinois
$714M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$160M
4
CA
Capitolis Advisors
New York
$154M
5
Franklin Resources
Franklin Resources
California
$1.07B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.25B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$134M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.59B
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$51.4M
5
Citadel Advisors
Citadel Advisors
Florida
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
1026
Values First Advisors
Tennessee
$350K -$45.7K -138 -12%
EP
1027
Eudaimonia Partners
Tennessee
$348K -$21.9K -66 -6%
HWA
1028
Heritage Wealth Advisors
Virginia
$348K – – –
VWA
1029
Visionary Wealth Advisors
Illinois
$346K – – –
MFA
1030
Mayflower Financial Advisors
Massachusetts
$346K +$226K +2,013 +187%
PAM
1031
Palisade Asset Management
Minnesota
$341K – – –
AIM
1032
Acropolis Investment Management
Missouri
$339K +$27.7K +84 +9%
MCWS
1033
McKinley Carter Wealth Services
West Virginia
$337K -$5.97K -18 -2%
GA
1034
Geller Advisors
New York
$335K -$17.9K -54 -5%
HCM
1035
Hall Capital Management
Rhode Island
$335K – – –
4WM
1036
44 Wealth Management
Oregon
$335K +$2.98K +9 +0.9%
LWAC
1037
Laurel Wealth Advisors (California)
California
$333K -$50.7K -153 -13%
GDP
1038
Great Diamond Partners
Maine
$333K -$2.98K -9 -0.9%
LJAC
1039
L.J. Altfest & Co
New York
$332K – – –
WA
1040
WestEnd Advisors
North Carolina
$331K -$919K – –
EIA
1041
Eastover Investment Advisors
North Carolina
$331K +$331K +999 New
AIA
1042
AIMZ Investment Advisors
California
$328K – – –
TNA
1043
True North Advisors
Texas
$328K +$2.98K +9 +0.9%
B
1044
Barings
North Carolina
$326K -$358K -1,080 -52%
BFO
1045
Boston Family Office
Massachusetts
$326K -$19.9K -60 -6%
AI
1046
Accredited Investors
Minnesota
$324K +$4.97K +15 +2%
IIM
1047
Ipswich Investment Management
Massachusetts
$323K +$9.94K +30 +3%
HHGA
1048
Halbert Hargrove Global Advisors
California
$322K +$33.8K +102 +12%
LA
1049
LexAurum Advisors
Kansas
$320K +$2.98K +9 +0.9%
GW
1050
GW & Wade
Massachusetts
$319K +$24.8K +75 +8%
40 41
42
43 44