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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 %
DHGWA
1351
Dixon Hughes Goodman Wealth Advisors
North Carolina
$106K 294 +294 New
EARNEST Partners
1352
EARNEST Partners
Georgia
$100K 278 +125 +82%
CFA
1353
Carroll Financial Associates
North Carolina
$100K 277 +191 +222%
C
1354
Covestor
United Kingdom
$100K 278 +278 New
AF
1355
Allworth Financial
California
$99K 275 +240 +686%
SAM
1356
Sycomore Asset Management
France
$98K 269 +269 New
Manulife (Manufacturers Life Insurance)
1357
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.6K 270,304 -28,050 -9%
AIL
1358
AGF Investments LLC
Ontario, Canada
$97K 271 +271 New
TCWM
1359
Total Clarity Wealth Management
Illinois
$96K 268 +181 +208%
HIIFS
1360
Harel Insurance Investments & Financial Services
Israel
$96K 265 +218 +464%
GEA
1361
Glen Eagle Advisors
New Jersey
$94.9K 264 +176 +200%
CFFP
1362
Center for Financial Planning
Michigan
$94K 261 +175 +203%
DWA
1363
Delos Wealth Advisors
Texas
$94K 261 +191 +273%
MHR
1364
Matthew Hamilton Rosenberg
$92K 255 +170 +200%
CWC
1365
Carolinas Wealth Consulting
North Carolina
$91K 253 +250 +8,333%
Koshinski Asset Management
1366
Koshinski Asset Management
Illinois
$89.2K 429 +170 +66%
Capstone Investment Advisors
1367
Capstone Investment Advisors
New York
$89K 249 +249 New
SWM
1368
Sugarloaf Wealth Management
Georgia
$88K 244 +198 +430%
TIM
1369
Tortoise Investment Management
New York
$87K 243 +162 +200%
SCA
1370
Sandy Cove Advisors
Massachusetts
$87K 241 +241 New
MUMSS
1371
Mitsubishi UFJ Morgan Stanley Securities
Japan
$86K 240 +80 +50%
CT
1372
Cambridge Trust
Massachusetts
$86K 237 +237 New
NSIM
1373
North Star Investment Management
Illinois
$85K 237 +152 +179%
EPM
1374
Equitec Proprietary Markets
Illinois
$83K 230 +230 New
GAM
1375
Gemmer Asset Management
California
$82K 228 +152 +200%
53 54
55
56 57