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Intuitive Surgical
ISRG

Overview Fund Activity

1,525 hedge funds and large institutions have $107B invested in Intuitive Surgical in 2021 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 1,203 increasing their positions, 46 reducing their positions, and 75 closing their positions.

Holders
1,525
Holders Change
+161
Holders Change %
+11.8%
% of All Funds
23.56%
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
1,203
Reduced
46
Closed
75
Calls
$2.23B
Puts
$2.3B
Net Calls
-$68.5M
Net Calls Change
+$382M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.1B
2
BlackRock
2
BlackRock
New York
$9.54B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.89B
4
State Street
4
State Street
Massachusetts
$5.33B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.82B

Top Sellers

1
Edgewood Management
1
Edgewood Management
Connecticut
$2.66B
2
ACI
2
AMP Capital Investors
Australia
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
WI
4
Wafra Inc
New York
$0
5
PAM
5
Panagora Asset Management
Massachusetts
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1501
Edge Wealth Management
New York
$3K 9 +6 +200%
CCA
1502
Column Capital Advisors
Indiana
$3K 7 +6 +600%
BWL
1503
Bogart Wealth LLC
Virginia
$3K 9 +6 +200%
PO
1504
Private Ocean
California
$3K 9 +6 +200%
AA
1505
Addison Advisors
Vermont
$3K 7 +7 New
SC
1506
Schubert & Co
Texas
$3K 7 +7 New
Kayne Anderson Rudnick Investment Management
1507
Kayne Anderson Rudnick Investment Management
California
$3K 9 +7 +350%
PK
1508
Pflug Koory
Nebraska
$3K 8 +8 New
CA
1509
Cornerstone Advisory
Maryland
$3K 9 +9 New
S
1510
Surevest
California
$3K 9 +9 New
HFM
1511
Hartford Financial Management
Connecticut
$2K 6 +4 +200%
HH
1512
HWG Holdings
Texas
$2K 5 +5 New
SAM
1513
Strategic Asset Management
Minnesota
$2K 6 +6 New
JRFS
1514
James Reed Financial Services
Ohio
$2K 6 +6 New
CWM
1515
Curi Wealth Management
North Carolina
$2K 6 +6 New
CP
1516
Castleview Partners
Texas
$1.83K 655,722 +655,722 New
KFS
1517
Kelly Financial Services
Massachusetts
$1.8K 5 – –
WA
1518
WestEnd Advisors
North Carolina
$1.08K 3 +3 New
CAL
1519
Capital Advisors Ltd
Ohio
$1K 3 +3 New
ACK
1520
Andrew C. Karlinski
$1K 3 +3 New
AIP
1521
Ahrens Investment Partners
Louisiana
$1K 3 +3 New
FHC
1522
First Heartland Consultants
Missouri
$666 1,855 +1,237 +200%
MGIM
1523
M&G Investment Management
United Kingdom
$380 1,059 -8,434 -89%
FGAM
1524
Financial Gravity Asset Management
Texas
$88 1,077 +1,077 New
BBHC
1525
Brown Brothers Harriman & Co
New York
$22 60 +34 +131%
59 60
61
62 63