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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 %
M
1326
MOTCO
Texas
$11K 11 +4 +57%
CWA
1327
Clearview Wealth Advisors
Oregon
$11K 11 +6 +120%
PCH
1328
Polar Capital Holdings
United Kingdom
$11K 11,022 -2,939 -21%
TVWM
1329
Tower View Wealth Management
Wisconsin
$10K 10 – –
MFA
1330
McClarren Financial Advisors
Pennsylvania
$10K 11 +11 New
MGIM
1331
M&G Investment Management
United Kingdom
$9.44K 9,493 +1,530 +19%
RBC
1332
Roble Belko & Company
Pennsylvania
$9K 9 – –
JMF
1333
Johnson Midwest Financial
Iowa
$9K 9 – –
Jones Financial Companies
1334
Jones Financial Companies
Missouri
$8K 8 – –
OIA
1335
Optimum Investment Advisors
Illinois
$8K 8 +8 New
PP
1336
Pacifica Partners
Canada
$7K 7 – –
WWM
1337
Wolff Wiese Magana
California
$7K 7 – –
FCM
1338
Firestone Capital Management
Florida
$6K 7 – –
PSB
1339
Piscataqua Savings Bank
New Hampshire
$6K 6 – –
AWM
1340
Activest Wealth Management
Florida
$6K 6 +6 New
ACA
1341
Atlas Capital Advisors
Wyoming
$5.96K 6 – –
AFS
1342
Annapolis Financial Services
Maryland
$5K 5 -5 -50%
CA
1343
Crewe Advisors
Utah
$5K 5 – –
TJHA
1344
Thomas J. Herzfeld Advisors
Florida
$5K 15 – –
PWA
1345
Phoenix Wealth Advisors
North Carolina
$5K 5 – –
HDIM
1346
Hanson & Doremus Investment Management
Vermont
$5K 5 +5 New
FWM
1347
Filbrandt Wealth Management
Wisconsin
$5K 5 +5 New
CWM
1348
Cranbrook Wealth Management
Michigan
$5K 5 +5 New
KFS
1349
Kelly Financial Services
Massachusetts
$4.97K 5 -4,593 -100%
MG
1350
MilWealth Group
Wisconsin
$4.97K 5 +5 New
52 53
54
55 56