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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 %
SHWM
1101
Smith & Howard Wealth Management
Georgia
$272K – – –
FSC
1102
Full Sail Capital
Oklahoma
$272K – – –
AP
1103
Americana Partners
Texas
$270K +$270K +816 New
CCA
1104
Childress Capital Advisors
Texas
$269K +$14.7K +45 +6%
DTL
1105
Dynamic Technology Lab
Singapore
$268K -$95.3K -288 -26%
Credit Agricole
1106
Credit Agricole
France
$266K -$1.61M -14,595 -86%
HIC
1107
Holderness Investments Company
North Carolina
$266K +$7.94K +24 +3%
SOW
1108
State of Wyoming
Wyoming
$265K -$40.7K -123 -13%
AWA
1109
Aaron Wealth Advisors
Illinois
$264K +$21.8K +66 +9%
BC
1110
Bridgefront Capital
Texas
$263K +$263K +795 New
AWE
1111
Avidian Wealth Enterprises
Texas
$261K +$17.9K +54 +7%
MA
1112
Mutual Advisors
Nebraska
$257K +$257K +777 New
SF
1113
Symphony Financial
Texas
$256K -$33.7K -102 -12%
GP
1114
Greenline Partners
New York
$256K – – –
PSUF
1115
People's United Financial
Connecticut
$256K +$4.98K +15 +2%
ED
1116
Exane Derivatives
France
$255K -$8.95K -27 -3%
HI
1117
Horizon Investments
North Carolina
$254K +$13.9K +126 +6%
MFG
1118
Magnus Financial Group
New York
$253K – – –
BWM
1119
BerganKDV Wealth Management
Minnesota
$251K +$17.9K +54 +8%
ACA
1120
Affinity Capital Advisors
California
$249K -$996 -3 -0.4%
FA
1121
Fiducient Advisors
Illinois
$249K – – –
Dodge & Cox
1122
Dodge & Cox
California
$248K – – –
RPWA
1123
Regent Peak Wealth Advisors
Georgia
$247K +$4.98K +15 +2%
HFS
1124
Howard Financial Services
Texas
$246K -$2.99K -9 -1%
IA
1125
IFG Advisory
Georgia
$246K +$14.9K +45 +6%
43 44
45
46 47