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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.

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
1
Edgewood Management
Connecticut
$2.83B
2
UBS AM
2
UBS AM
Illinois
$714M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$160M
4
CA
4
Capitolis Advisors
New York
$154M
5
Franklin Resources
5
Franklin Resources
California
$1.07B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.25B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$134M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.59B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$51.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1176
Insight Advisors
Pennsylvania
$210K +$210K +1,737 New
MAG
1177
Mokosak Advisory Group
Iowa
$208K +$208K +624 New
CRWM
1178
Castle Rock Wealth Management
California
$208K +$208K +1,704 New
VI
1179
Versor Investments
New York
$206K -$128K -387 -38%
LTI
1180
Laffer Tengler Investments
Tennessee
$205K +$205K +618 New
ST
1181
Smithfield Trust
Pennsylvania
$204K +$4.98K +15 +3%
TC
1182
Trust Company
Kansas
$203K – – –
MSFP
1183
Mark Sheptoff Financial Planning
Connecticut
$199K -$49.8K -150 -20%
LWA
1184
Lenox Wealth Advisors
New York
$199K +$80.6K +243 +68%
ZB
1185
Zions Bancorporation
Utah
$197K -$1.99K -6 -1%
NFG
1186
Next Financial Group
Texas
$195K +$50.7K +153 +35%
MAM
1187
Magellan Asset Management
Australia
$190K -$29.8K -90 -14%
PMFA
1188
Plante Moran Financial Advisors
Michigan
$189K -$2.98K -9 -2%
CG
1189
Cutler Group
California
$180K +$180K +546 New
VC
1190
Vestor Capital
Illinois
$169K +$9.94K +30 +6%
MUMSS
1191
Mitsubishi UFJ Morgan Stanley Securities
Japan
$159K +$159K +480 New
RFA
1192
Reilly Financial Advisors
California
$155K – – –
PFBT
1193
Parkside Financial Bank & Trust
Missouri
$155K +$1.99K +6 +1%
SAM
1194
S.A. Mason
Michigan
$154K – – –
BCM
1195
Blume Capital Management
California
$152K – – –
EARNEST Partners
1196
EARNEST Partners
Georgia
$152K +$101K +306 +200%
CCM
1197
Covington Capital Management
California
$150K +$993 +3 +0.7%
First Manhattan
1198
First Manhattan
New York
$149K – – –
DFCM
1199
Dark Forest Capital Management
Puerto Rico
$146K +$146K +441 New
KIG
1200
Kowal Investment Group
Wisconsin
$146K +$146K +441 New
46 47
48
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