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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 %
FBT
526
First Bank & Trust
South Dakota
$937K +$90.1K +546 +11%
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$936K +$44.1K +267 +5%
NA
528
NewEdge Advisors
Louisiana
$930K +$348K +2,109 +60%
ACM
529
Ativo Capital Management
Illinois
$923K – – –
WCM
530
Whitener Capital Management
North Carolina
$915K -$95K -576 -9%
MFAM
531
Motley Fool Asset Management
Virginia
$913K -$78.8K -477 -8%
MYAM
532
Meiji Yasuda Asset Management
Japan
$895K -$505K -3,060 -36%
OAM
533
Ostrum Asset Management
France
$891K -$594K -3,600 -40%
AAS
534
Avantax Advisory Services
Texas
$890K +$216K +1,320 +32%
MMC
535
Mizuho Markets Cayman
Cayman Islands
$888K +$888K +5,379 New
TC
536
Telemus Capital
Michigan
$887K +$17.4K +90 +2%
DAS
537
Dynamic Advisor Solutions
Arizona
$886K +$24.3K +147 +3%
CC
538
Chicago Capital
Illinois
$886K +$80.2K +486 +10%
CNBT
539
Canandaigua National Bank & Trust
New York
$885K +$150K +909 +20%
VR
540
Viridian RIA
Washington
$881K -$32.2K -195 -4%
FG
541
Fiduciary Group
Georgia
$878K +$4.96K +30 +0.6%
UB
542
UMB Bank
Missouri
$876K -$47.5K -288 -5%
CI
543
Conning Inc
Connecticut
$867K -$49K -297 -5%
C
544
Certuity
Florida
$857K -$11.1K -66 -1%
HCM
545
Hollencrest Capital Management
California
$856K -$24.8K -150 -3%
I
546
IberiaBank
Louisiana
$852K +$1.49K +9 +0.2%
HCM
547
Howland Capital Management
Massachusetts
$840K -$2.97K -18 -0.4%
SFI
548
SPC Financial Inc
Maryland
$837K -$134K -810 -14%
LBD
549
Landsberg Bennett & Dubbaneh
Florida
$830K +$76.7K +492 +10%
LG
550
LaFleur & Godfrey
Michigan
$824K -$5.95K -36 -0.7%
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