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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
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$360M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$223M
4
UBS AM
4
UBS AM
Illinois
$714M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$160M

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 %
PHAM
1226
Portland Hill Asset Management
United Kingdom
$98K 99 – –
BWM
1227
Baystate Wealth Management
Massachusetts
$98K 99 +2 +2%
RCM
1228
Regency Capital Management
Hawaii
$88K 89 -2,125 -96%
GEA
1229
Glen Eagle Advisors
New Jersey
$87.5K 88 – –
TCWM
1230
Total Clarity Wealth Management
Illinois
$86K 87 +87 New
NSIM
1231
North Star Investment Management
Illinois
$85K 85 -325 -79%
MHR
1232
Matthew Hamilton Rosenberg
$85K 85 – –
CFFP
1233
Center for Financial Planning
Michigan
$85K 86 – –
CFA
1234
Carroll Financial Associates
North Carolina
$85K 86 +25 +41%
AP
1235
Arlington Partners
Alabama
$84K 84 – –
NR
1236
Newfound Research
Massachusetts
$83K 83 -19 -19%
TIM
1237
Tortoise Investment Management
New York
$81K 81 – –
JCM
1238
Jacobi Capital Management
Pennsylvania
$78K 78 – –
GAM
1239
Gemmer Asset Management
California
$76K 76 -4 -5%
FA
1240
Financial Advantage
Maryland
$76K 77 – –
POIA
1241
Pin Oak Investment Advisors
Texas
$72K 72 – –
CCA
1242
Catalyst Capital Advisors
New York
$71K 71 -1 -1%
ME
1243
McIlrath & Eck
Washington
$71K 71 – –
IUHSA
1244
Itau Unibanco Holding S.A.
Brazil
$71K 71 +25 +54%
TFA
1245
Toth Financial Advisory
Virginia
$70K 70 +3 +4%
AF
1246
Advisornet Financial
Minnesota
$70K 70 +10 +17%
DWA
1247
Delos Wealth Advisors
Texas
$70K 70 +66 +1,650%
WLPWM
1248
Walled Lake Planning & Wealth Management
Illinois
$69K 69 – –
Koshinski Asset Management
1249
Koshinski Asset Management
Illinois
$65.2K 259 +259 New
CWP
1250
Concord Wealth Partners
Virginia
$63K 63 -92 -59%
48 49
50
51 52