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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
1
Winslow Capital Management
Minnesota
$434M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$709M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$278M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$2.26B
5
Deutsche Bank
5
Deutsche Bank
Germany
$467M

Top Sellers

1
Edgewood Management
1
Edgewood Management
Connecticut
$2.66B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.1B
3
Capital World Investors
3
Capital World Investors
California
$3.47B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$8.89B
5
CA
5
Capitolis Advisors
New York
$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1226
Blue Fin Capital
Rhode Island
$251K +$251K +699 New
BOPW
1227
Brandywine Oak Private Wealth
Pennsylvania
$250K -$66.8K -186 -21%
CWM
1228
Chesapeake Wealth Management
Virginia
$249K -$2.87K -8 -1%
NW
1229
NewEdge Wealth
Pennsylvania
$249K +$249K +692 New
MAM
1230
Magellan Asset Management
Australia
$248K +$42.1K +117 +20%
LSPW
1231
Lake Street Private Wealth
Illinois
$248K +$248K +689 New
MPM
1232
Meritage Portfolio Management
Kansas
$247K – – –
FM
1233
Foster & Motley
Ohio
$247K +$14K +39 +6%
IC
1234
Intersect Capital
California
$246K -$16.2K -45 -6%
BBNA
1235
Bremer Bank National Association
Minnesota
$245K – – –
HTHT
1236
Hemenway Trust Hemenway Trust
New Hampshire
$244K +$8.64K +24 +4%
GIA
1237
Gladstone Institutional Advisory
Florida
$243K -$1.38M -3,833 -85%
SICM
1238
Sustainable Insight Capital Management
New York
$243K -$18K -50 -7%
HWA
1239
Heritage Way Advisors
Illinois
$243K – – –
PIM
1240
Penobscot Investment Management
Massachusetts
$243K – – –
FOA
1241
Five Oceans Advisors
California
$243K +$4.67K +13 +2%
VC
1242
Vestor Capital
Illinois
$243K +$59.4K +165 +32%
VCM
1243
Viewpoint Capital Management
Washington
$243K +$243K +675 New
KIG
1244
Kowal Investment Group
Wisconsin
$242K +$83.4K +232 +53%
IA
1245
IFG Advisory
Georgia
$241K -$26.2K -73 -10%
LNWTC
1246
Laird Norton Wetherby Trust Company
Washington
$241K -$7.9K -22 -3%
TWM
1247
Tradition Wealth Management
Minnesota
$241K +$10.8K +30 +5%
EPWM
1248
Essex Private Wealth Management
Massachusetts
$237K – – –
FCM
1249
Fourpath Capital Management
Oklahoma
$237K +$237K +661 New
MA
1250
MONECO Advisors
Connecticut
$236K -$13.7K -48 -5%
48 49
50
51 52