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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
$709M
3
Marshall Wace
Marshall Wace
United Kingdom
$278M
4
AllianceBernstein
AllianceBernstein
Tennessee
$2.26B
5
Deutsche Bank
Deutsche Bank
Germany
$467M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
$2.66B
2
Morgan Stanley
Morgan Stanley
New York
$2.1B
3
Capital World Investors
Capital World Investors
California
$3.47B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.89B
5
CA
Capitolis Advisors
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
1076
Rehmann Capital Advisory Group
Michigan
$392K -$5.75K -16 -1%
EWA
1077
Encompass Wealth Advisors
Oregon
$391K – – –
PWAC
1078
Private Wealth Advisors (California)
California
$390K -$780K -2,172 -67%
FP
1079
Financial Perspectives
Minnesota
$388K – – –
VDI
1080
Vaughan David Investments
Illinois
$387K – – –
SC
1081
Scholtz & Company
Connecticut
$385K -$285K -794 -43%
GW
1082
GW & Wade
Massachusetts
$383K +$37K +103 +11%
DS
1083
DRW Securities
Illinois
$383K +$383K +1,065 New
GDP
1084
Great Diamond Partners
Maine
$380K +$19.4K +54 +5%
VWM
1085
Venturi Wealth Management
Texas
$380K +$380K +1,059 New
CSWM
1086
Cassady Schiller Wealth Management
Ohio
$377K +$377K +1,050 New
TFA
1087
Teamwork Financial Advisors
Texas
$375K -$185K -514 -33%
PCM
1088
Penserra Capital Management
California
$373K +$373K +1,040 New
HKIMG
1089
Hutchens & Kramer Investment Management Group
Indiana
$372K +$372K +1,297 New
SAI
1090
Systematic Alpha Investments
New Jersey
$370K -$746K -2,076 -67%
MFA
1091
Mayflower Financial Advisors
Massachusetts
$370K -$740K -2,058 -67%
PAM
1092
Palisade Asset Management
Minnesota
$370K – – –
AIM
1093
Acropolis Investment Management
Missouri
$370K – – –
MCWS
1094
McKinley Carter Wealth Services
West Virginia
$370K +$4.32K +12 +1%
VFA
1095
Valeo Financial Advisors
Indiana
$370K +$224K +623 +153%
FFS
1096
Founders Financial Securities
Maryland
$370K +$370K +1,030 New
HI
1097
Hendershot Investments
Virginia
$370K +$370K +1,031 New
B
1098
Bailard
California
$369K +$369K +1,026 New
LA
1099
LVW Advisors
New York
$368K -$61.5K -171 -14%
TNA
1100
True North Advisors
Texas
$366K +$11.1K +31 +3%
42 43
44
45 46