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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 %
VI
1576
Versor Investments
New York
– – -207 Closed
LWM
1577
Liberty Wealth Management
California
– – -188 Closed
Q
1578
QVR
California
– – -169 Closed
CI
1579
CX Institutional
Indiana
– – -140 Closed
GC
1580
Giverny Capital
Quebec, Canada
– – -135 Closed
CAGAS
1581
Capital Advisory Group Advisory Services
Minnesota
– – -122 Closed
NR
1582
Newfound Research
Massachusetts
– – -83 Closed
JCM
1583
Jacobi Capital Management
Pennsylvania
– – -78 Closed
WLPWM
1584
Walled Lake Planning & Wealth Management
Illinois
– – -69 Closed
CDIA
1585
Capital Directions Investment Advisors
Georgia
– – -47 Closed
CFA
1586
Cahill Financial Advisors
Minnesota
– – -41 Closed
CPC
1587
Consolidated Planning Corp
Georgia
– – -24 Closed
RA
1588
Resolute Advisors
California
– – -22 Closed
EWA
1589
Evolution Wealth Advisors
Florida
– – -20 Closed
RCG
1590
Rock Creek Group
District of Columbia
– – -17 Closed
RIA
1591
RPG Investment Advisory
California
– – -15 Closed
DOA
1592
D'Orazio & Associates
Virginia
– – -12 Closed
FCM
1593
Firestone Capital Management
Florida
– – -7 Closed
PP
1594
Pacifica Partners
Canada
– – -7 Closed
AWM
1595
Activest Wealth Management
Florida
– – -6 Closed
CA
1596
Crewe Advisors
Utah
– – -5 Closed
CWM
1597
Cranbrook Wealth Management
Michigan
– – -5 Closed
PWA
1598
Phoenix Wealth Advisors
North Carolina
– – -5 Closed
MA
1599
MCF Advisors
Kentucky
– – -4 Closed
BMD
1600
Better Money Decisions
New Mexico
– – -2 Closed
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