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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 %
EW
1151
Evoke Wealth
California
$316K +$252K +702 +397%
SGA
1152
Seaport Global Advisors
Massachusetts
$316K +$316K +880 New
CCA
1153
Cobblestone Capital Advisors
New York
$315K – – –
VAM
1154
Vienna Asset Management
California
$314K +$314K +874 New
PI
1155
Pachira Investments
California
$313K +$2.52K +7 +0.8%
SF
1156
Symphony Financial
Texas
$312K +$33.5K +93 +12%
DWM
1157
Drive Wealth Management
Utah
$311K +$311K +866 New
MA
1158
Mutual Advisors
Nebraska
$310K +$30.9K +86 +11%
GMA
1159
Glassy Mountain Advisors
Maryland
$310K +$310K +863 New
PMG
1160
ProVise Management Group
Florida
$309K – – –
KCPG
1161
Kavar Capital Partners Group
Kansas
$307K – – –
9WM
1162
9258 Wealth Management
Ohio
$306K +$1.08K +3 +0.4%
NAM
1163
NorthCrest Asset Manangement
Minnesota
$306K +$306K +852 New
AP
1164
Americana Partners
Texas
$305K +$11.9K +33 +4%
ANTB
1165
AMG National Trust Bank
Colorado
$305K +$305K +850 New
LJAC
1166
L.J. Altfest & Co
New York
$304K -$56.5K -157 -16%
RWP
1167
RWA Wealth Partners
Massachusetts
$304K -$12.6K -35 -4%
EA
1168
Echo45 Advisors
California
$304K +$304K +845 New
LFA
1169
Legacy Financial Advisors
Kentucky
$303K +$41K +114 +16%
AWE
1170
Avidian Wealth Enterprises
Texas
$302K +$18.3K +51 +6%
TCA
1171
Transcend Capital Advisors
New Jersey
$301K -$566K -1,579 -65%
WFI
1172
West Family Investments
California
$301K -$2.51K -7 -0.8%
CCA
1173
Childress Capital Advisors
Texas
$301K +$5.75K +16 +2%
A
1174
AustralianSuper
Australia
$301K +$764 +2,155 +0.3%
RIA
1175
Realta Investment Advisors
Delaware
$299K +$3.59K +10 +1%
45 46
47
48 49