ISRG icon

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
+$431M
2
BlackRock
BlackRock
New York
+$245M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$240M
4
JSP
Jackson Square Partners
California
+$216M
5
Edgewood Management
Edgewood Management
Connecticut
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$454M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$156M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$139M
4
GQG Partners
GQG Partners
Florida
-$137M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
451
Philadelphia Trust Company
Pennsylvania
$1.83M +$1.83M +9,624 New
CRC
452
Curi RMB Capital
Illinois
$1.8M +$19.9K +105 +1%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.8M – – –
AF
454
Alerus Financial
North Dakota
$1.79M +$448K +2,358 +33%
KWM
455
Keebeck Wealth Management
Illinois
$1.79M +$1.79M +9,420 New
WT
456
Whittier Trust
California
$1.78M +$7.41K +39 +0.4%
RMCM
457
Reynders McVeigh Capital Management
Massachusetts
$1.78M -$6.84K -36 -0.4%
AC
458
Allstate Corporation
Illinois
$1.78M -$219K -1,155 -11%
MIFH
459
Migdal Insurance & Financial Holdings
Israel
$1.77M +$576K +3,033 +48%
HBT
460
Hills Bank & Trust
Iowa
$1.76M +$1.44M +7,590 +450%
IRF
461
IBM Retirement Fund
New York
$1.76M -$1.14K -6 -0.1%
RC
462
Roundview Capital
New Jersey
$1.74M +$14.2K +75 +0.8%
ACM
463
Atika Capital Management
New York
$1.71M -$3.19M -16,800 -65%
WMC
464
Westwood Management Corporation
Illinois
$1.71M – – –
HCM
465
Highlander Capital Management
New Jersey
$1.71M – – –
CIA
466
Capital Impact Advisors
Massachusetts
$1.71M +$1.71M +9,000 New
KCMRT
467
Kemper Corp Master Retirement Trust
Illinois
$1.7M – – –
BO
468
BRR OpCo
Ohio
$1.69M -$12.5K -66 -0.7%
DLA
469
Douglas Lane & Associates
New York
$1.67M +$1.67M +8,799 New
PWS
470
Peloton Wealth Strategists
Indiana
$1.67M +$65.5K +345 +4%
HIM
471
HawsGoodwin Investment Management
Tennessee
$1.67M +$144K +759 +9%
WTC
472
WhitTier Trust Company
Nevada
$1.66M -$5.7K -30 -0.3%
Baird Financial Group
473
Baird Financial Group
Wisconsin
$1.66M -$19.9K -105 -1%
IAA
474
Independent Advisor Alliance
North Carolina
$1.65M +$434K +2,286 +36%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.63M -$362K -1,905 -18%
17 18
19
20 21