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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 %
FRM
1126
Fox Run Management
Connecticut
$246K +$246K +741 New
QC
1127
QCM Cayman
Texas
$245K +$245K +738 New
WA
1128
Waverly Advisors
Alabama
$245K +$163K +1,398 +200%
TCM
1129
Tufton Capital Management
Maryland
$243K – – –
KLWA
1130
Kelly Lawrence W & Associates
California
$243K – – –
IC
1131
Intersect Capital
California
$242K +$242K +729 New
LFA
1132
Legacy Financial Advisors
Kentucky
$242K +$242K +729 New
FPS
1133
Fieldpoint Private Securities
Connecticut
$241K -$7.97K -24 -3%
PWS
1134
Paragon Wealth Strategies
Florida
$241K – – –
SICM
1135
Sustainable Insight Capital Management
New York
$241K +$241K +726 New
FFA
1136
Freedman Financial Associates
Massachusetts
$239K -$23.9K -72 -9%
PWLP
1137
Prio Wealth Limited Partnership
Massachusetts
$239K – – –
MG
1138
Mather Group
Illinois
$237K -$9.96K -30 -4%
GL
1139
Graypoint LLC
New York
$236K +$236K +711 New
TU
1140
TDAM USA
Ontario, Canada
$235K -$34.9K -105 -13%
FMBTD
1141
First Midwest Bank Trust Division
Illinois
$235K – – –
SYBT
1142
Stock Yards Bank & Trust
Kentucky
$235K – – –
PP
1143
Patron Partners
Texas
$234K +$13.9K +42 +6%
FNBOO
1144
First National Bank of Omaha
Nebraska
$234K +$234K +705 New
CWM
1145
Chesapeake Wealth Management
Virginia
$233K -$24.9K -75 -10%
WMP
1146
Wealth Management Partners
Arizona
$233K -$996 -3 -0.4%
BWM
1147
BT Wealth Management
Georgia
$233K – – –
HIP
1148
HUB Investment Partners
Texas
$232K +$11K +33 +5%
PHK
1149
Point72 Hong Kong
Hong Kong
$232K +$232K +699 New
PI
1150
PineBridge Investments
New York
$230K -$15.2M -45,795 -99%
44 45
46
47 48