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Intuitive Surgical
ISRG

Overview Fund Activity

1,247 hedge funds and large institutions have $83.5B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 481 increasing their positions, 390 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+100
Holders Change %
+8.72%
% of All Funds
22.13%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.6%
New
170
Increased
481
Reduced
390
Closed
53
Calls
$1.73B
Puts
$1.42B
Net Calls
+$303M
Net Calls Change
+$163M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$218M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$131M
3
FAM
Fred Alger Management
New York
+$128M
4
ESCM
Echo Street Capital Management
New York
+$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$77.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$469M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$454M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$350M
4
Morgan Stanley
Morgan Stanley
New York
-$206M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
501
Allstate Corporation
Illinois
$2.46M +$115K +420 +5%
HCM
502
Highlander Capital Management
New Jersey
$2.45M – – –
WTC
503
WhitTier Trust Company
Nevada
$2.41M +$24.5K +90 +1%
V
504
Veritable
Delaware
$2.39M -$200K -735 -8%
PWS
505
Peloton Wealth Strategists
Indiana
$2.38M – – –
CRC
506
Curi RMB Capital
Illinois
$2.36M -$207K -759 -8%
TF
507
Tompkins Financial
New York
$2.36M +$263K +963 +13%
RIM
508
Redpoint Investment Management
Australia
$2.36M +$224K +822 +11%
HCM
509
Hodges Capital Management
Texas
$2.34M +$2.34M +1,782 New
TFS
510
Thoroughbred Financial Services
Tennessee
$2.32M +$130K +477 +6%
Janney Montgomery Scott
511
Janney Montgomery Scott
Pennsylvania
$2.31M -$124K -453 -5%
CK
512
Cohen Klingenstein
New York
$2.31M – – –
IB
513
Intrust Bank
Kansas
$2.28M -$41.7K -153 -2%
TA
514
Townsend & Associates
Colorado
$2.28M +$31.1K +114 +1%
AAS
515
Avantax Advisory Services
Texas
$2.28M -$1.04M -3,819 -31%
MWM
516
Madison Wealth Management
Ohio
$2.28M +$64.6K +237 +3%
AP
517
Advisor Partners
California
$2.27M +$44.2K +162 +2%
CG
518
Carmignac Gestion
France
$2.25M -$13.1K -48 -0.6%
NL
519
NWAM LLC
Washington
$2.25M -$227K -831 -9%
AFC
520
AFT Forsyth & Company
Florida
$2.25M +$73.6K +270 +3%
SPFA
521
Summit Place Financial Advisors
New Jersey
$2.23M +$101K +372 +5%
SSB
522
Sandy Spring Bank
Maryland
$2.22M +$57.3K +210 +3%
SC
523
Sepio Capital
Utah
$2.21M -$167K -612 -7%
WAM
524
World Asset Management
Michigan
$2.2M -$67.1K -246 -3%
GT
525
Greenleaf Trust
Michigan
$2.17M +$55.6K +204 +3%
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