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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 %
SFS
1301
Strategic Financial Services
New York
$203K 564 +564 New
AL
1302
Aspiriant LLC
California
$203K 567 +567 New
TAM
1303
Trillium Asset Management
Massachusetts
$202K 561 +561 New
SCM
1304
Stevens Capital Management
Pennsylvania
$201K 559 +559 New
CCA
1305
Conestoga Capital Advisors
Pennsylvania
$201K 560 +560 New
EWM
1306
EPG Wealth Management
Georgia
$200K 558 +558 New
BAM
1307
Byrne Asset Management
New Jersey
$198K 551 +551 New
CQS
1308
Credential Qtrade Securities
$185K 515 +515 New
NFG
1309
Next Financial Group
Texas
$185K 515 +319 +163%
PMFA
1310
Plante Moran Financial Advisors
Michigan
$181K 504 +314 +165%
GWS
1311
Glassman Wealth Services
Virginia
$178K 495 +371 +299%
CWS
1312
Confluence Wealth Services
Pennsylvania
$178K 498 +498 New
PFBT
1313
Parkside Financial Bank & Trust
Missouri
$177K 492 +336 +215%
CWP
1314
Concord Wealth Partners
Virginia
$173K 481 +418 +663%
RFA
1315
Reilly Financial Advisors
California
$172K 480 +324 +208%
SAM
1316
S.A. Mason
Michigan
$167K 465 +310 +200%
SC
1317
Seldon Capital
California
$166K 462 +462 New
BCM
1318
Blume Capital Management
California
$165K 459 +306 +200%
BWM
1319
BerganKDV Wealth Management
Minnesota
$164K 456 +204 +81%
CCM
1320
Covington Capital Management
California
$163K 453 +302 +200%
First Manhattan
1321
First Manhattan
New York
$161K 450 +300 +200%
TF
1322
TimeScale Financial
Massachusetts
$159K 443 +303 +216%
ED
1323
Exane Derivatives
France
$157K 436 +179 +70%
COCM
1324
Charter Oak Capital Management
New Hampshire
$156K 435 +290 +200%
CA
1325
Clearstead Advisors
Ohio
$154K 430 +297 +223%
51 52
53
54 55