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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 %
PP
1251
PrairieView Partners
Minnesota
$60K 60 -40 -40%
FCA
1252
FinTrust Capital Advisors
South Carolina
$60K 60 +24 +67%
EW
1253
Evoke Wealth
California
$58K 59 -16 -21%
MRG
1254
Milestone Resources Group
British Virgin Islands
$58K 58 – –
PCG
1255
Private Capital Group
Connecticut
$56K 56 – –
AP
1256
Atwood & Palmer
Missouri
$56K 56 +56 New
Q
1257
QVR
California
$56K 169 +169 New
RFWA
1258
RPg Family Wealth Advisory
Massachusetts
$50.7K 51 – –
GWSG
1259
GPS Wealth Strategies Group
Colorado
$50K 50 -1 -2%
KC
1260
Knuff & Co
California
$50K 50 – –
FA
1261
Financial Avengers
California
$50K 50 – –
WQ
1262
Wealth Quarterback
New Jersey
$50K 50 +17 +52%
AssetMark Inc
1263
AssetMark Inc
California
$48K 48 +41 +586%
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
$47K 47 -418 -90%
SIM
1265
Sonora Investment Management
Arizona
$47K 47 – –
CDIA
1266
Capital Directions Investment Advisors
Georgia
$47K 47 – –
SWM
1267
Sugarloaf Wealth Management
Georgia
$46K 46 +14 +44%
LCM
1268
Logan Capital Management
Pennsylvania
$46K 46 +22 +92%
BDWM
1269
Brewin Dolphin Wealth Management
Ireland
$45.7K 46 – –
SA
1270
SRH Advisors
Kansas
$45K 45 – –
GC
1271
Giverny Capital
Quebec, Canada
$45K 135 – –
KTC
1272
Kistler-Tiffany Companies
Pennsylvania
$45K 45 +5 +13%
FCB
1273
First Command Bank
Texas
$42K 42 -36 -46%
FCFS
1274
First Command Financial Services
Texas
$42K 42 -36 -46%
CHC
1275
City Holding Co
West Virginia
$42K 42 – –
49 50
51
52 53