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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 %
MTC
501
McDaniel Terry & Co
Texas
$1.08M – – –
IAA
502
Independent Advisor Alliance
North Carolina
$1.06M +$75.8K +459 +8%
NAM
503
NorthCoast Asset Management
Connecticut
$1.06M +$1.06M +6,420 New
CCP
504
Corient Capital Partners
California
$1.05M +$345K +2,088 +49%
IG
505
ING Group
Netherlands
$1.05M +$690K +4,179 +192%
SCP
506
Stamos Capital Partners
California
$1.05M +$1.05M +6,357 New
Arrowstreet Capital
507
Arrowstreet Capital
Massachusetts
$1.04M +$1.04M +6,300 New
JGGDR
508
JGP Global Gestao de Recursos
Brazil
$1.04M -$100K -609 -9%
MWM
509
Meridian Wealth Management
Kentucky
$1.04M -$77.7K -471 -7%
MIFH
510
Migdal Insurance & Financial Holdings
Israel
$1.03M +$6.44K +39 +0.6%
LFA
511
Lighthouse Financial Advisors
Maryland
$1.03M +$495 +3 +0%
FAAS
512
First Allied Advisory Services
California
$1.03M +$11.4K +69 +1%
FTIOP
513
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.01M +$19.8K +120 +2%
BOTW
514
Bank of the West
California
$1M +$8.42K +51 +0.8%
PM
515
Parametrica Management
Hong Kong
$1M +$1M +6,057 New
MCP
516
Mirador Capital Partners
California
$995K +$49.7K +291 +5%
AP
517
Atlas Principals
North Carolina
$990K +$990K +6,000 New
EDRH
518
Edmond de Rothschild Holding
Switzerland
$977K +$758K +4,590 +345%
NCGI
519
Next Century Growth Investors
Minnesota
$970K – – –
AA
520
ALPS Advisors
Colorado
$970K +$328K +1,989 +51%
AA
521
Altman Advisors
Illinois
$969K -$42.1K -255 -4%
RAM
522
Redmond Asset Management
Virginia
$953K -$250K -1,515 -21%
DADC
523
D.A. Davidson & Co
Montana
$952K -$22.3K -135 -2%
WJWM
524
Williams Jones Wealth Management
New York
$950K +$8.42K +51 +0.9%
FRA
525
Front Row Advisors
California
$945K +$945K +5,550 New
19 20
21
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