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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
UBS AM
2
UBS AM
Illinois
$714M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$160M
4
CA
4
Capitolis Advisors
New York
$154M
5
Franklin Resources
5
Franklin Resources
California
$1.07B

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 %
ER
1401
Enlightenment Research
Florida
– – -350 Closed
LSAG
1402
Lake Street Advisors Group
New Hampshire
– – -343 Closed
SFS
1403
Strategic Financial Services
New York
– – -313 Closed
DWM
1404
Dorchester Wealth Management
Quebec, Canada
– – -309 Closed
MIH
1405
Meitav Investment House
Israel
– – -300 Closed
QI
1406
Qtron Investments
Massachusetts
– – -285 Closed
JF
1407
Jump Financial
Illinois
– – -282 Closed
FFS
1408
Founders Financial Securities
Maryland
– – -275 Closed
FFM
1409
Fullerton Fund Management
Singapore
– – -268 Closed
OA
1410
Oxbow Advisors
Texas
– – -240 Closed
CFO
1411
CVA Family Office
Colorado
– – -221 Closed
VWM
1412
Venturi Wealth Management
Texas
– – -220 Closed
CG
1413
Corundum Group
Colorado
– – -220 Closed
IWM
1414
IHT Wealth Management
Illinois
– – -219 Closed
ALAM
1415
Asahi Life Asset Management
Japan
– – -160 Closed
DSC
1416
Duncker Streett & Co
Missouri
– – -90 Closed
GAM
1417
GVO Asset Management
Switzerland
– – -83 Closed
RDWM
1418
Red Door Wealth Management
Tennessee
– – -57 Closed
SWG
1419
Summit Wealth Group
Vermont
– – -54 Closed
Optiver Holding
1420
Optiver Holding
Netherlands
– – -38 Closed
EFSCE
1421
Enterprise Financial Services Corp (EFSC)
Missouri
– – -28 Closed
DAM
1422
Delta Asset Management
Tennessee
– – -25 Closed
PA
1423
Perennial Advisors
New York
– – -25 Closed
PWP
1424
Personal Wealth Partners
Minnesota
– – -20 Closed
1IA
1425
1834 Investment Advisors
Wisconsin
– – -10 Closed
54 55 56
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