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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, 1,204 increasing their positions, 46 reducing their positions, and 75 closing their positions.

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
1,204
Reduced
46
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 Market Value Shares Shares
Change 		Shares
Change %
PTP
1251
Platform Technology Partners
New York
$236K 658 +658 New
PA
1252
Procyon Advisors
Connecticut
$236K 658 +658 New
SP
1253
Successful Portfolios
Florida
$235K 653 -19 -3%
MAG
1254
Mokosak Advisory Group
Iowa
$235K 654 +30 +5%
CMS
1255
Capital Market Strategies
Florida
$235K 654 +654 New
FW
1256
FirstPurpose Wealth
Utah
$235K 654 +654 New
BBA
1257
BLB&B Advisors
Pennsylvania
$233K 648 – –
LA
1258
Latitude Advisors
Florida
$233K 648 – –
TPCW
1259
TD Private Client Wealth
New York
$232K 647 -37 -5%
SMG
1260
Spectrum Management Group
Indiana
$232K 645 -276 -30%
OC
1261
Oarsman Capital
Wisconsin
$232K 646 -2 -0.3%
RWA
1262
Redhawk Wealth Advisors
Minnesota
$232K 645 – –
BDF
1263
Balasa Dinverno & Foltz
$231K 644 +8 +1%
TCPWM
1264
Traverso Chambers Private Wealth Management
California
$230K 639 – –
RGC
1265
Roberts, Glore & Co
Illinois
$229K 636 +636 New
MMPW
1266
Mitchell McLeod Pugh & Williams
Alabama
$226K 629 +629 New
AG
1267
Ascent Group
Virginia
$226K 839 +839 New
PWA
1268
Physician Wealth Advisors
Utah
$225K 695 -1,390 -67%
AF
1269
Advisornet Financial
Minnesota
$225K 626 +416 +198%
LWA
1270
Lenox Wealth Advisors
New York
$224K 624 +24 +4%
FFA
1271
Freedman Financial Associates
Massachusetts
$223K 620 -100 -14%
ASFA
1272
All Season Financial Advisors
Colorado
$223K 620 +620 New
LTI
1273
Laffer Tengler Investments
Tennessee
$222K 618 – –
HPWM
1274
Highland Private Wealth Management
Washington
$222K 617 +617 New
MCWA
1275
Meadow Creek Wealth Advisors
Georgia
$221K 614 +614 New
49 50
51
52 53