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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 %
PWA
1151
Physician Wealth Advisors
Utah
$230K +$230K +2,085 New
LNWTC
1152
Laird Norton Wetherby Trust Company
Washington
$229K +$229K +693 New
CWP
1153
Capital Wealth Planning
Florida
$228K -$52.8K -159 -19%
MPM
1154
Meritage Portfolio Management
Kansas
$228K – – –
BBNA
1155
Bremer Bank National Association
Minnesota
$227K -$43.8K -132 -16%
TPCW
1156
TD Private Client Wealth
New York
$227K +$994 +3 +0.4%
5L
1157
55I LLC
Massachusetts
$225K -$6.97K -21 -3%
PIM
1158
Penobscot Investment Management
Massachusetts
$224K – – –
HWA
1159
Heritage Way Advisors
Illinois
$224K – – –
SP
1160
Successful Portfolios
Florida
$223K – – –
CCFCSB
1161
Cape Cod Five Cents Savings Bank
Massachusetts
$223K +$996 +3 +0.4%
FAFN
1162
First Affirmative Financial Network
Colorado
$221K +$221K +666 New
FOA
1163
Five Oceans Advisors
California
$220K +$220K +663 New
EPWM
1164
Essex Private Wealth Management
Massachusetts
$219K -$34.8K -105 -14%
HTHT
1165
Hemenway Trust Hemenway Trust
New Hampshire
$217K -$1.99K -6 -0.9%
BBA
1166
BLB&B Advisors
Pennsylvania
$215K +$215K +648 New
OC
1167
Oarsman Capital
Wisconsin
$215K +$215K +648 New
LA
1168
Latitude Advisors
Florida
$215K +$215K +648 New
FM
1169
Foster & Motley
Ohio
$215K +$215K +648 New
RWA
1170
Redhawk Wealth Advisors
Minnesota
$214K +$214K +645 New
TWM
1171
Tradition Wealth Management
Minnesota
$213K +$9.95K +30 +5%
CCC
1172
Chelsea Counsel Company
California
$212K +$212K +639 New
TCPWM
1173
Traverso Chambers Private Wealth Management
California
$212K +$212K +639 New
BDF
1174
Balasa Dinverno & Foltz
$211K +$211K +636 New
FIM
1175
Freedom Investment Management
Connecticut
$210K +$210K +633 New
45 46
47
48 49