ISRG icon

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 %
WAM
1376
Weiss Asset Management
Massachusetts
– – -4,360 Closed
CIG
1377
Consolidated Investment Group
Colorado
– – -4,000 Closed
CCFM
1378
Clear Creek Financial Management
Washington
– – -3,898 Closed
MSA
1379
Marino Stram & Associates
Massachusetts
– – -2,571 Closed
AI
1380
AXS Investments
New York
– – -1,835 Closed
MS
1381
Maven Securities
Jersey
– – -1,766 Closed
AWM
1382
Accurate Wealth Management
Florida
– – -1,537 Closed
CCM
1383
Crossvault Capital Management
Texas
– – -1,335 Closed
LP
1384
LMR Partners
United Kingdom
– – -1,275 Closed
QSS
1385
Quantitative Systematic Strategies
Florida
– – -1,225 Closed
CIM
1386
CIM Investment Management
Pennsylvania
– – -1,205 Closed
SRAM
1387
Spouting Rock Asset Management
Pennsylvania
– – -1,048 Closed
SW
1388
SkyOak Wealth
Michigan
– – -1,015 Closed
WCM
1389
Weld Capital Management
New York
– – -895 Closed
PCIG
1390
Partners Capital Investment Group
Massachusetts
– – -789 Closed
FI
1391
Fosun International
China
– – -660 Closed
CAM
1392
ClariVest Asset Management
California
– – -600 Closed
B
1393
Bellecapital
Switzerland
– – -561 Closed
LOAMS
1394
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -554 Closed
GG
1395
Golden Green
South Carolina
– – -467 Closed
DS
1396
DRW Securities
Illinois
– – -397 Closed
EWA
1397
Exencial Wealth Advisors
Oklahoma
– – -381 Closed
Verition Fund Management
1398
Verition Fund Management
Connecticut
– – -380 Closed
SFO
1399
Standard Family Office
South Dakota
– – -373 Closed
IC
1400
Inscription Capital
Texas
– – -357 Closed
54 55
56
57 58