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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 %
CG
1076
Clarus Group
Texas
$298K – – –
NAMP
1077
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$298K – – –
SAS
1078
Sanford Advisory Services
Michigan
$298K +$298K +900 New
ACM
1079
AlphaCrest Capital Management
New York
$298K +$298K +900 New
MPPLM
1080
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$296K +$2.98K +9 +1%
UCMOK
1081
United Capital Management of KS
Kansas
$295K -$17.9K -54 -6%
BOPW
1082
Brandywine Oak Private Wealth
Pennsylvania
$292K -$8.94K -27 -3%
RWP
1083
RWA Wealth Partners
Massachusetts
$292K – – –
LFAS
1084
Level Four Advisory Services
Texas
$291K +$11.9K +36 +4%
CCA
1085
Cobblestone Capital Advisors
New York
$290K -$78.5K -237 -21%
MA
1086
MONECO Advisors
Connecticut
$290K +$27.8K +84 +11%
WHG
1087
Westwood Holdings Group
Texas
$288K -$21.9K -198 -7%
GB
1088
Goepper Burkhardt
South Carolina
$286K – – –
PI
1089
Pachira Investments
California
$286K +$286K +864 New
PMG
1090
ProVise Management Group
Florida
$285K +$19.9K +60 +7%
KCPG
1091
Kavar Capital Partners Group
Kansas
$283K – – –
ABC
1092
Associated Banc-Corp
Wisconsin
$282K – – –
9WM
1093
9258 Wealth Management
Ohio
$281K +$30.8K +93 +12%
TCA
1094
Transcend Capital Advisors
New Jersey
$281K +$281K +2,418 New
IAN
1095
Integrated Advisors Network
Texas
$280K +$5.96K +18 +2%
WFI
1096
West Family Investments
California
$280K +$280K +846 New
WB
1097
WesBanco Bank
West Virginia
$279K -$2.4M -7,242 -90%
IIC
1098
Integrated Investment Consultants
Michigan
$279K +$279K +843 New
GVAG
1099
Great Valley Advisor Group
Delaware
$277K +$277K +837 New
RIA
1100
Realta Investment Advisors
Delaware
$272K -$2.98K -9 -1%
42 43
44
45 46