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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 %
PWMG
1276
Prestige Wealth Management Group
New Jersey
$41K 41 +2 +5%
CFA
1277
Cahill Financial Advisors
Minnesota
$41K 41 +41 New
TCWA
1278
Ten Capital Wealth Advisors
Washington
$40K 40 – –
Nisa Investment Advisors
1279
Nisa Investment Advisors
Missouri
$39.3K 39,521 -1,051 -3%
CCM
1280
Cribstone Capital Management
Maine
$38K 38 -5 -12%
RIM
1281
Rockbridge Investment Management
New York
$38K 38 – –
JWM
1282
Janiczek Wealth Management
Colorado
$38K 38 +14 +58%
SWA
1283
SOA Wealth Advisors
New York
$36K 37 – –
AF
1284
Allworth Financial
California
$35K 35 +35 New
VNA
1285
Valley National Advisers
Pennsylvania
$34K 34 +4 +13%
JEST
1286
JTC Employer Solutions Trustee
Jersey
$31K 31 – –
VRM
1287
Vectors Research Management
New York
$30K 30 – –
MCM
1288
MV Capital Management
Maryland
$30K 30 +12 +67%
CH
1289
Canton Hathaway
Rhode Island
$30K 30 +30 New
GG
1290
Gleason Group
Kentucky
$30K 30 +30 New
ODG
1291
O'Dell Group
Ohio
$30K 30 +30 New
ATC
1292
Adirondack Trust Company
New York
$30K 84 +56 +200%
BIA
1293
Bell Investment Advisors
California
$29K 29 +29 New
IPW
1294
IronBridge Private Wealth
Texas
$27K 27 -5,157 -99%
GI
1295
Gradient Investments
Minnesota
$27K 27 +4 +17%
HI
1296
Hudock Inc
Pennsylvania
$26K 27 -13 -33%
SBL
1297
Sargent Bickham Lagudis
Colorado
$26K 26 – –
RDFA
1298
Ritter Daniher Financial Advisory
Ohio
$26K 26 – –
SWA
1299
Sutton Wealth Advisors
Florida
$25.8K 26 +1 +4%
WOC
1300
West Oak Capital
California
$24K 24 – –
50 51
52
53 54