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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 %
AP
501
Advisor Partners
California
$1.93M -$15.6K -66 -0.8%
MWM
502
Madison Wealth Management
Ohio
$1.92M +$34.1K +144 +2%
TFS
503
Thoroughbred Financial Services
Tennessee
$1.9M +$39.7K +168 +2%
AFC
504
AFT Forsyth & Company
Florida
$1.89M +$8.51K +36 +0.5%
SSB
505
Sandy Spring Bank
Maryland
$1.88M -$7.1K -30 -0.4%
WDA
506
Wendell David Associates
New Hampshire
$1.86M – – –
GI
507
GAMCO Investors
Connecticut
$1.86M +$16.3K +69 +0.9%
RIM
508
Redpoint Investment Management
Australia
$1.85M -$2.05M -8,679 -53%
SPFA
509
Summit Place Financial Advisors
New Jersey
$1.85M +$1.85M +7,800 New
EOJOAM
510
E. Ohman J:or Asset Management
Sweden
$1.84M +$1.84M +7,800 New
IG
511
ING Group
Netherlands
$1.84M +$1.14M +4,812 +163%
CWM
512
Confluence Wealth Management
Oregon
$1.84M +$31.9K +177 +2%
GT
513
Greenleaf Trust
Michigan
$1.83M +$53.2K +225 +3%
TF
514
Tompkins Financial
New York
$1.82M +$17.7K +75 +1%
KCMRT
515
Kemper Corp Master Retirement Trust
Illinois
$1.79M -$319K -1,350 -15%
IAA
516
Independent Advisor Alliance
North Carolina
$1.78M -$282K -1,191 -14%
AP
517
Atlas Principals
North Carolina
$1.77M +$204K +864 +13%
PM
518
Parametrica Management
Hong Kong
$1.77M +$81.6K +345 +5%
BAM
519
Bruderman Asset Management
New York
$1.74M -$3.96M -16,761 -70%
MCM
520
Murphy Capital Management
New Jersey
$1.74M +$31.9K +135 +2%
LFA
521
Lighthouse Financial Advisors
Maryland
$1.74M +$51.8K +219 +3%
FI
522
Fosun International
China
$1.73M +$1.73M +7,500 New
WJWM
523
Williams Jones Wealth Management
New York
$1.72M -$74.5K -315 -4%
MYLI
524
Meiji Yasuda Life Insurance
Japan
$1.71M +$122K +516 +8%
Wealthfront Advisers
525
Wealthfront Advisers
California
$1.69M +$22K +93 +1%
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