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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 %
JGIA
1351
Jackson Grant Investment Advisers
Connecticut
$4K 4 – –
LF
1352
Lee Financial
Texas
$4K 4 – –
CTB
1353
Country Trust Bank
Illinois
$4K 4 +4 New
MA
1354
MCF Advisors
Kentucky
$4K 4 +4 New
GFPC
1355
Global Financial Private Client
Florida
$3.03K 3 -30 -91%
EWM
1356
Edge Wealth Management
New York
$3K 3 – –
CWC
1357
Carolinas Wealth Consulting
North Carolina
$3K 3 – –
PO
1358
Private Ocean
California
$3K 3 +3 New
BWL
1359
Bogart Wealth LLC
Virginia
$3K 3 +3 New
UFF
1360
USA Financial Formulas
Michigan
$2K 2 -1,216 -100%
Kayne Anderson Rudnick Investment Management
1361
Kayne Anderson Rudnick Investment Management
California
$2K 2 – –
BMD
1362
Better Money Decisions
New Mexico
$2K 2 – –
HFM
1363
Hartford Financial Management
Connecticut
$2K 2 – –
LIM
1364
Longfellow Investment Management
Massachusetts
$2K 2 – –
CCA
1365
Column Capital Advisors
Indiana
$1K 1 – –
BBHC
1366
Brown Brothers Harriman & Co
New York
$26 26 – –
PGEBT
1367
Pactiv General Employee Benefit Trust
Illinois
– – -78,127 Closed
CIM
1368
CCLA Investment Management
United Kingdom
– – -45,901 Closed
PHP
1369
Parkman Healthcare Partners
Connecticut
– – -19,613 Closed
B
1370
BP
United Kingdom
– – -17,124 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1371
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -10,866 Closed
QIM
1372
Quantitative Investment Management
Virginia
– – -9,623 Closed
SSA
1373
Schonfeld Strategic Advisors
New York
– – -9,524 Closed
LAM
1374
LifePro Asset Management
California
– – -9,006 Closed
QC
1375
Quadrature Capital
United Kingdom
– – -5,204 Closed
53 54
55
56 57