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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 Market Value Shares Shares
Change 		Shares
Change %
CFD
1201
Creative Financial Designs
Indiana
$145K 438 -6 -1%
COCM
1202
Charter Oak Capital Management
New Hampshire
$144K 435 – –
TF
1203
TimeScale Financial
Massachusetts
$139K 420 – –
CI
1204
CX Institutional
Indiana
$139K 420 +6 +1%
FMII
1205
Farmers & Merchants Investments Inc
Nebraska
$139K 420 +15 +4%
JFGIW
1206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K 414 – –
VFA
1207
Valeo Financial Advisors
Indiana
$135K 408 +408 New
CA
1208
Clearstead Advisors
Ohio
$132K 399 -24 -6%
WPA
1209
West Paces Advisors
Georgia
$128K 387 +126 +48%
GWS
1210
Glassman Wealth Services
Virginia
$123K 372 +27 +8%
TSW
1211
Thompson Siegel & Walmsley
Virginia
$122K 369 – –
KPCM
1212
Kings Point Capital Management
New York
$121K 366 -9 -2%
CAGAS
1213
Capital Advisory Group Advisory Services
Minnesota
$121K 366 +6 +2%
MPWT
1214
MassMutual Private Wealth & Trust
Connecticut
$120K 363 +3 +0.8%
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$119K 360 – –
SWM
1216
Selective Wealth Management
Virginia
$118K 357 +300 +526%
PB
1217
Pinnacle Bancorp
Nebraska
$115K 348 -57 -14%
LWM
1218
Liberty Wealth Management
California
$109K 564 +390 +224%
TFO
1219
Tarbox Family Office
California
$108K 327 – –
FPFS
1220
First Personal Financial Services
North Carolina
$107K 324 – –
SIAP
1221
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$105K 318 – –
VCM
1222
Versant Capital Management
Arizona
$102K 309 – –
EBA
1223
Eagle Bay Advisors
New York
$101K 303 +99 +49%
EIP
1224
Ellis Investment Partners
Pennsylvania
$99K 300 – –
DMBA
1225
Deseret Mutual Benefit Administrators
Utah
$98K 297 -84 -22%
47 48
49
50 51