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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 %
HMS
1301
Hanseatic Management Services
New Mexico
$24K 24 +24 New
JFA
1302
JNBA Financial Advisors
Minnesota
$24K 24 +24 New
CPC
1303
Consolidated Planning Corp
Georgia
$24K 24 +24 New
HCP
1304
Hexagon Capital Partners
Arkansas
$23K 23 – –
RA
1305
Resolute Advisors
California
$22K 22 – –
BWA
1306
BDO Wealth Advisors
Florida
$22K 22 – –
WWM
1307
Wagner Wealth Management
South Carolina
$22K 60 +40 +200%
EWA
1308
Evolution Wealth Advisors
Florida
$20K 20 -13 -39%
AA
1309
AlphaMark Advisors
Kentucky
$18K 18 – –
KFI
1310
Key Financial Inc
Pennsylvania
$17K 17 – –
RCG
1311
Rock Creek Group
District of Columbia
$17K 17 +17 New
RIA
1312
RPG Investment Advisory
California
$15K 15 -4 -21%
GWMIA
1313
Global Wealth Management Investment Advisory
Florida
$15K 15 – –
AWM
1314
Atticus Wealth Management
Florida
$15K 15 +5 +50%
JWA
1315
JFS Wealth Advisors
Pennsylvania
$14K 14 – –
ADL
1316
Asset Dedication LLC
California
$14K 14 +9 +180%
PFA
1317
Professional Financial Advisors
Nebraska
$13K 13 -359 -97%
LWANC
1318
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K 13 -14 -52%
FFC
1319
First Financial Corp
Indiana
$13K 13 – –
SCA
1320
Stonebridge Capital Advisors
Minnesota
$13K 13 +7 +117%
HWA
1321
HHM Wealth Advisors
Tennessee
$12K 12 – –
LFG
1322
Larson Financial Group
Missouri
$12K 12 – –
NFSG
1323
Newbridge Financial Services Group
Florida
$12K 12 +10 +500%
DOA
1324
D'Orazio & Associates
Virginia
$12K 12 +12 New
ACM
1325
Anfield Capital Management
California
$12K 12 +12 New
51 52
53
54 55