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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 %
MOS
1026
MGO One Seven
Ohio
$468K -$587K -1,634 -56%
KWILP
1027
Kiwi Wealth Investments Limited Partnership
New Zealand
$465K -$3.56M -9,904 -88%
DCM
1028
Donaldson Capital Management
Indiana
$464K -$45.6K -127 -9%
ZIC
1029
ZWJ Investment Counsel
Georgia
$455K – – –
ACM
1030
Advisors Capital Management
New Jersey
$455K +$35.6K +99 +8%
IAG
1031
Investmark Advisory Group
Connecticut
$455K +$455K +1,267 New
TCBWMS
1032
Texas Capital Bank Wealth Management Services
Texas
$452K – – –
HIG
1033
Heritage Investment Group
Florida
$452K +$452K +1,257 New
FNBOH
1034
First National Bank of Hutchinson
Kansas
$451K +$2.88K +8 +0.6%
BCAM
1035
Boston Common Asset Management
Massachusetts
$451K +$24.8K +69 +6%
BWP
1036
BSW Wealth Partners
Colorado
$451K +$27K +75 +6%
LJHT
1037
Laurie J. Hall Trustee
$449K -$8.98K -25 -2%
CIAS
1038
Capital Investment Advisory Services
North Carolina
$448K +$28K +78 +7%
KWM
1039
Kingsview Wealth Management
Oregon
$445K -$31.2K -87 -7%
VWA
1040
V Wealth Advisors
Kansas
$444K -$42K -117 -9%
LGA
1041
Lebenthal Global Advisors
New York
$444K +$444K +1,237 New
WA
1042
WESPAC Advisors
California
$443K +$19.1K +53 +4%
DU
1043
Delphia (USA)
Ontario, Canada
$441K +$441K +1,227 New
KA
1044
Kercheville Advisors
Texas
$438K -$25.1K -70 -5%
SN
1045
Sittner & Nelson
Oregon
$437K – – –
BOS
1046
Bank of Stockton
California
$435K -$88.1K -245 -17%
KM
1047
Kalos Management
Georgia
$434K -$844K -1,977 -66%
NPF
1048
Norris Perne & French
Michigan
$434K +$21.5K +60 +5%
DP
1049
Dearborn Partners
Illinois
$433K -$28.8K -80 -6%
MSS
1050
Mitchell Sinkler & Starr
Pennsylvania
$431K – – –
40 41
42
43 44