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Intuitive Surgical
ISRG

Overview Fund Activity

1,043 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 426 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+42
Holders Change %
+4.2%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
125
Increased
426
Reduced
301
Closed
77
Calls
$999M
Puts
$1.01B
Net Calls
-$6.78M
Net Calls Change
+$423M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$558M
2
BlackRock
BlackRock
New York
$5.32B
3
Fisher Asset Management
Fisher Asset Management
Washington
$642M
4
JSP
Jackson Square Partners
California
$346M
5
Edgewood Management
Edgewood Management
Connecticut
$1.86B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.56B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$388M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
GQG Partners
GQG Partners
Florida
$0
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ETI
301
Enterprise Trust & Investment
California
$6.22M -$31.3K -165 -0.5%
SWM
302
SVA Wealth Management
Wisconsin
$6.02M -$17.1K -90 -0.3%
HT
303
HighTower Trust
Texas
$6.02M +$6.84K +36 +0.1%
SAM
304
Stewart Asset Management
New York
$5.91M +$867K +4,566 +17%
Creative Planning
305
Creative Planning
Kansas
$5.72M -$832K -4,380 -13%
PA
306
Profund Advisors
Maryland
$5.65M +$592K +3,117 +12%
MWM
307
Mission Wealth Management
California
$5.62M +$58.7K +309 +1%
AIP
308
Ameritas Investment Partners
Nebraska
$5.55M -$2.85K -15 -0.1%
SMDAM
309
Sumitomo Mitsui DS Asset Management
Japan
$5.5M -$223K -1,173 -4%
AIM
310
ARK Investment Management
Florida
$5.5M +$2.28M +12,009 +71%
PMAM
311
Picton Mahoney Asset Management
Ontario, Canada
$5.4M -$27.2M -143,169 -83%
JCM
312
Jag Capital Management
Missouri
$5.34M +$1.37M +7,215 +35%
IHL
313
Investment House LLC
California
$5.33M – – –
MCM
314
McKinley Capital Management
Alaska
$5.32M -$374K -1,968 -7%
GIP
315
Granite Investment Partners
California
$5.14M +$1.03M +5,424 +25%
RFC
316
Regions Financial Corp
Alabama
$5.13M +$89.5K +471 +2%
CIP
317
Chartwell Investment Partners
Pennsylvania
$4.95M +$130K +687 +3%
MAM
318
Martingale Asset Management
Massachusetts
$4.9M +$4.9M +25,809 New
ACM
319
Ariose Capital Management
Hong Kong
$4.9M +$2.28M +12,000 +87%
Assenagon Asset Management
320
Assenagon Asset Management
Luxembourg
$4.9M -$3.37M -17,748 -41%
BS
321
Banco Santander
Spain
$4.9M +$2.52M +13,281 +106%
CIBC World Market
322
CIBC World Market
Ontario, Canada
$4.88M +$484K +2,547 +11%
TAM
323
Tocqueville Asset Management
New York
$4.87M -$30.2K -159 -0.6%
II
324
IFM Investors
Australia
$4.86M -$1.72M -9,033 -26%
BAS
325
Brown Advisory Securities
Maryland
$4.81M -$7.03K -36 -0.1%
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