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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 %
TSWM
1051
Triangle Securities Wealth Management
North Carolina
$431K – – –
MSS
1052
Mitchell Sinkler & Starr
Pennsylvania
$431K – – –
HWA
1053
Heritage Wealth Advisors
Virginia
$431K +$53.9K +150 +14%
SFO
1054
Stokes Family Office
Louisiana
$426K +$16.9K +47 +4%
RF
1055
Rollins Financial
Georgia
$424K +$424K +1,180 New
SIA
1056
SkyView Investment Advisors
New Jersey
$422K +$422K +1,174 New
DAS
1057
Dynamic Advisor Solutions
Arizona
$421K +$23.3K +65 +6%
DGAM
1058
Desjardins Global Asset Management
Quebec, Canada
$417K +$417K +1,162 New
RPC
1059
Rossmore Private Capital
Connecticut
$415K – – –
AAP
1060
Arax Advisory Partners
Colorado
$415K – – –
TPWA
1061
TRUE Private Wealth Advisors
Oregon
$415K +$31.9K +89 +8%
HWM
1062
HB Wealth Management
Georgia
$415K +$415K +1,155 New
BP
1063
Ballentine Partners
Massachusetts
$414K +$30.9K +86 +8%
PWP
1064
Principle Wealth Partners
Connecticut
$413K +$1.08K +3 +0.3%
SFG
1065
Synergy Financial Group
California
$413K +$413K +1,149 New
GKWIM
1066
Gerber Kawasaki Wealth & Investment Management
California
$411K -$7.19K -20 -2%
GL
1067
Graypoint LLC
New York
$411K +$156K +434 +61%
GJIC
1068
Gamble Jones Investment Counsel
California
$410K – – –
EIA
1069
Eastover Investment Advisors
North Carolina
$409K +$49.6K +138 +14%
SWM
1070
Silverlake Wealth Management
Vermont
$407K +$407K +1,134 New
VFA
1071
Values First Advisors
Tennessee
$402K +$22.3K +62 +6%
CAG
1072
Crestwood Advisors Group
Massachusetts
$401K – – –
VWM
1073
Vigilare Wealth Management
Arizona
$400K -$72.2K -201 -15%
IAIM
1074
International Assets Investment Management
Florida
$398K +$16.2K +45 +4%
GA
1075
Greytown Advisors
Florida
$397K +$1.8K +5 +0.5%
41 42
43
44 45