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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 %
VC
1101
Veracity Capital
Georgia
$365K -$53.8K -150 -13%
GA
1102
Geller Advisors
New York
$364K +$360 +1 +0.1%
NG
1103
Northstar Group
New York
$359K -$180K -500 -33%
ZCA
1104
Zeke Capital Advisors
Pennsylvania
$358K +$358K +996 New
AIA
1105
AIMZ Investment Advisors
California
$356K – – –
AI
1106
Accredited Investors
Minnesota
$354K +$2.16K +6 +0.6%
ARMT
1107
Amica Retiree Medical Trust
Rhode Island
$352K -$57.9K -161 -14%
HHGA
1108
Halbert Hargrove Global Advisors
California
$352K +$3.23K +9 +0.9%
RB
1109
Renasant Bank
Mississippi
$351K +$351K +978 New
DC
1110
Davenport & Co
Virginia
$349K -$1.08M -3,015 -76%
PI
1111
PFS Investments
Georgia
$349K +$349K +971 New
FWM
1112
Finer Wealth Management
Massachusetts
$349K +$349K +972 New
IAN
1113
Integrated Advisors Network
Texas
$348K +$44.5K +124 +15%
PVH
1114
Psagot Value Holdings
Israel
$347K -$856K -2,380 -71%
LA
1115
LexAurum Advisors
Kansas
$347K – – –
NP
1116
NorthRock Partners
Minnesota
$347K +$347K +966 New
GT
1117
Glenview Trust
Kentucky
$345K – – –
PPW
1118
Parcion Private Wealth
Washington
$344K -$655K -2,110 -66%
GIA
1119
Guyasuta Investment Advisors
Pennsylvania
$341K – – –
FAG
1120
Fortitude Advisory Group
Washington
$341K +$341K +949 New
IIM
1121
Ipswich Investment Management
Massachusetts
$340K -$10.8K -30 -3%
UWPG
1122
Ullmann Wealth Partners Group
Florida
$340K – – –
D
1123
Diversified
Delaware
$340K – – –
AWA
1124
Aaron Wealth Advisors
Illinois
$338K +$51.4K +143 +18%
HCM
1125
Hall Capital Management
Rhode Island
$337K -$26.6K -74 -7%
43 44
45
46 47