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Intuitive Surgical
ISRG

Overview Fund Activity

1,001 hedge funds and large institutions have $50.5B invested in Intuitive Surgical in 2020 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 382 increasing their positions, 353 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-18
Holders Change %
-1.77%
% of All Funds
22.11%
Holding in Top 10
27
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.57%
% of All Funds
0.6%
New
120
Increased
382
Reduced
353
Closed
125
Calls
$836M
Puts
$1.27B
Net Calls
-$430M
Net Calls Change
+$991M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$576M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$317M
3
Capital World Investors
Capital World Investors
California
+$293M
4
SGA
Sustainable Growth Advisers
Connecticut
+$237M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$231M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$786M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$263M
3
JFA
Johanson Financial Advisors
California
-$218M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$143M
5
Coatue Management
Coatue Management
New York
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
451
Summit Global Investments
Utah
$1.61M +$926K +5,607 +136%
TVWM
452
Tower View Wealth Management
Wisconsin
$1.6M +$65.9K +399 +4%
WAS
453
WESPAC Advisors SoCal
California
$1.58M -$27.9K -159 -2%
LWCFA
454
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M -$146K -882 -9%
RMCM
455
Reynders McVeigh Capital Management
Massachusetts
$1.56M -$41.1K -249 -3%
CRC
456
Curi RMB Capital
Illinois
$1.55M -$47K -285 -3%
WT
457
Whittier Trust
California
$1.54M +$13.9K +84 +0.9%
IRF
458
IBM Retirement Fund
New York
$1.53M +$506K +3,063 +49%
PWP
459
Private Wealth Partners
California
$1.52M -$1.11M -6,726 -42%
KCMRT
460
Kemper Corp Master Retirement Trust
Illinois
$1.52M – – –
RC
461
Roundview Capital
New Jersey
$1.5M +$212K +1,284 +16%
WMC
462
Westwood Management Corporation
Illinois
$1.49M – – –
HCM
463
Highlander Capital Management
New Jersey
$1.49M – – –
BO
464
BRR OpCo
Ohio
$1.48M -$49.5K -300 -3%
GG
465
Gofen & Glossberg
Illinois
$1.47M +$349K +2,115 +31%
FHB
466
First Hawaiian Bank
Hawaii
$1.47M +$993K +6,018 +210%
Baird Financial Group
467
Baird Financial Group
Wisconsin
$1.46M -$240K -1,452 -14%
WTC
468
WhitTier Trust Company
Nevada
$1.45M – – –
CCM
469
Cinctive Capital Management
New York
$1.41M -$2.44M -14,766 -63%
SG Americas Securities
470
SG Americas Securities
New York
$1.4M -$3.95M -23,913 -74%
CK
471
Cohen Klingenstein
New York
$1.4M – – –
PWS
472
Peloton Wealth Strategists
Indiana
$1.39M +$1.39M +8,445 New
TA
473
Townsend & Associates
Colorado
$1.35M +$1.35M +8,265 New
D.E. Shaw & Co
474
D.E. Shaw & Co
New York
$1.33M -$30.8M -186,819 -96%
HIM
475
HawsGoodwin Investment Management
Tennessee
$1.33M +$1.33M +8,031 New
17 18
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