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Intuitive Surgical
ISRG

Overview Fund Activity

1,147 hedge funds and large institutions have $72.9B invested in Intuitive Surgical in 2020 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 409 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+104
Holders Change %
+9.97%
% of All Funds
23.2%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.61%
New
168
Increased
409
Reduced
368
Closed
58
Calls
$1.52B
Puts
$1.38B
Net Calls
+$140M
Net Calls Change
+$147M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.16B
2
Polen Capital Management
Polen Capital Management
Florida
$699M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$720M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$128M
5
UBS AM
UBS AM
Illinois
$342M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.97B
3
BlackRock
BlackRock
New York
$6.37B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.21B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$885M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
326
PDT Partners
New York
$6.46M -$3.26M -13,779 -34%
PAM
327
Panagora Asset Management
Massachusetts
$6.39M +$3.73M +15,762 +140%
TAM
328
Tocqueville Asset Management
New York
$6.28M +$214K +906 +4%
CIP
329
Chartwell Investment Partners
Pennsylvania
$6.16M -$4.97K -21 -0.1%
RIG
330
Renaissance Investment Group
Massachusetts
$6.1M +$112K +474 +2%
TAF
331
Tredje AP-fonden
Sweden
$5.96M – – –
AAM
332
Advisors Asset Management
Colorado
$5.82M -$132K -558 -2%
P
333
Pitcairn
Pennsylvania
$5.8M -$61.7K -261 -1%
RBA
334
Richard Bernstein Advisors
New York
$5.78M – – –
BAS
335
Brown Advisory Securities
Maryland
$5.76M -$62.4K -264 -1%
MPA
336
Marvin & Palmer Associates
Delaware
$5.75M +$5.75M +24,315 New
PL
337
Perpetual Ltd
Australia
$5.75M – – –
CBT
338
Central Bank & Trust
Kentucky
$5.74M +$73.1K +309 +1%
VanEck Associates
339
VanEck Associates
New York
$5.56M +$534K +2,259 +11%
SI
340
Stephens Inc
Arkansas
$5.55M +$3.79M +16,029 +215%
H
341
HoyleCohen
California
$5.51M – – –
SIA
342
Sit Investment Associates
Minnesota
$5.44M – – –
SC
343
Slow Capital
California
$5.4M -$292K -1,236 -5%
BP
344
Broadleaf Partners
Ohio
$5.36M +$32.6K +138 +0.6%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$5.33M -$213K -900 -4%
AB
346
Amalgamated Bank
New York
$5.33M -$159K -672 -3%
MCM
347
McKinley Capital Management
Alaska
$5.24M -$1.39M -5,880 -21%
SIM
348
Sentry Investment Management
Wisconsin
$5.21M +$571K +2,415 +12%
MAM
349
Marketfield Asset Management
New York
$5.17M -$4.26K -18 -0.1%
FCI
350
Financial Counselors Inc
Kansas
$5.15M +$643K +2,718 +14%
12 13
14
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