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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
+$922M
2
Polen Capital Management
Polen Capital Management
Florida
+$699M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$237M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$128M
5
UBS AM
UBS AM
Illinois
+$71.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
3
BlackRock
BlackRock
New York
-$261M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
426
Wedbush Securities
California
$2.92M -$2.54M -10,749 -47%
SPC
427
Sigma Planning Corp
Michigan
$2.9M -$12.8K -54 -0.4%
AAS
428
Avantax Advisory Services
Texas
$2.88M +$1.61M +6,813 +127%
BUB
429
BBVA USA Bancshares
Texas
$2.88M +$596K +2,577 +26%
TAMH
430
Taikang Asset Management (HK)
Hong Kong
$2.86M +$45.4K +192 +2%
CIG
431
Consolidated Investment Group
Colorado
$2.84M – – –
BPM
432
Blue Pool Management
Hong Kong
$2.84M +$2.84M +12,000 New
FHB
433
First Hawaiian Bank
Hawaii
$2.82M +$842K +3,558 +42%
NA
434
NewEdge Advisors
Louisiana
$2.82M +$510K +2,157 +22%
FCT
435
Family Capital Trust
Massachusetts
$2.81M – – –
KCM
436
Kornitzer Capital Management
Kansas
$2.81M -$69.5K -294 -2%
DA
437
Dillon & Associates
Michigan
$2.8M +$235K +993 +9%
MWNA
438
Marshall Wace North America
New York
$2.75M +$2.75M +11,619 New
BFS
439
Bradley Foster & Sargent
Connecticut
$2.73M +$2.73M +11,550 New
GG
440
Gofen & Glossberg
Illinois
$2.72M +$188K +795 +7%
IAS
441
IMA Advisory Services
Colorado
$2.71M +$61K +258 +2%
CI
442
Cigna Investments
Connecticut
$2.69M -$710 -3 -0%
BST
443
Bath Savings Trust
Maine
$2.68M – – –
QI
444
QS Investors
New York
$2.65M -$414K -1,749 -13%
VFA
445
Voya Financial Advisors
Connecticut
$2.64M +$338K +1,464 +15%
PC
446
PointState Capital
New York
$2.63M +$2.63M +11,100 New
WAS
447
WESPAC Advisors SoCal
California
$2.59M +$81.2K +330 +3%
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$2.58M -$431K -1,824 -14%
JIC
449
Johnson Investment Counsel
Ohio
$2.58M -$7.1K -30 -0.3%
SG Americas Securities
450
SG Americas Securities
New York
$2.55M -$10.3M -43,599 -80%
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