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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 %
Baird Financial Group
451
Baird Financial Group
Wisconsin
$2.54M +$481K +2,034 +23%
SLI
452
Sumitomo Life Insurance
Japan
$2.54M -$133K -561 -5%
ARI
453
Applied Research Investments
Delaware
$2.51M +$995K +4,206 +66%
MCM
454
Mitchell Capital Management
Kansas
$2.51M -$7.8K -33 -0.3%
AMI
455
Amica Mutual Insurance
Rhode Island
$2.45M – – –
OAM
456
Oak Asset Management
California
$2.44M -$73.3K -300 -3%
KWM
457
Keebeck Wealth Management
Illinois
$2.44M +$215K +909 +10%
EWA
458
EP Wealth Advisors
California
$2.41M -$68.8K -291 -3%
BSAM
459
Blue Square Asset Management
New York
$2.4M -$710 -3 -0%
EDRH
460
Edmond de Rothschild Holding
Switzerland
$2.38M +$517K +2,187 +28%
LIA
461
LS Investment Advisors
Michigan
$2.37M +$18.4K +78 +0.8%
PMAM
462
Picton Mahoney Asset Management
Ontario, Canada
$2.35M -$4.37M -18,486 -65%
VI
463
Vestcor Inc
New Brunswick, Canada
$2.32M -$1.73M -7,326 -43%
CNC
464
Canandaigua National Corp
New York
$2.28M +$900K +3,807 +65%
OCM
465
Orser Capital Management
Texas
$2.28M +$2.28M +9,624 New
TIM
466
Triodos Investment Management
Netherlands
$2.27M -$142K -600 -6%
FNBT
467
FineMark National Bank & Trust
Florida
$2.26M -$453K -1,917 -17%
V
468
Veritable
Delaware
$2.25M -$79.5K -336 -3%
LWCFA
469
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.24M – – –
CRC
470
Curi RMB Capital
Illinois
$2.23M -$12.8K -54 -0.6%
WT
471
Whittier Trust
California
$2.22M – – –
PTC
472
Philadelphia Trust Company
Pennsylvania
$2.21M -$67.4K -285 -3%
SIC
473
Sigma Investment Counselors
Michigan
$2.2M -$2.03M -8,586 -48%
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.18M +$143K +603 +7%
FAAS
475
First Allied Advisory Services
California
$2.17M +$432K +1,827 +25%
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