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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 %
MFAM
526
Motley Fool Asset Management
Virginia
$1.68M +$97.3K +411 +6%
BCWM
527
Bartlett & Co Wealth Management
Ohio
$1.67M – – –
BC
528
Bartlett & Co
Ohio
$1.67M – – –
MAM
529
Meeder Asset Management
Ohio
$1.65M +$1.37M +5,802 +487%
ANRIA
530
American National Registered Investment Advisor
Texas
$1.65M – – –
Acadian Asset Management
531
Acadian Asset Management
Massachusetts
$1.63M +$313K +1,323 +24%
JHP
532
James Hambro & Partners
United Kingdom
$1.59M +$474K +2,007 +42%
RI
533
Redwood Investments
Massachusetts
$1.59M -$6.38K -27 -0.4%
RCIM
534
Russell Clark Investment Management
United Kingdom
$1.56M – – –
HIM
535
HawsGoodwin Investment Management
Tennessee
$1.56M -$521K -2,205 -25%
PHK
536
Point72 Hong Kong
Hong Kong
$1.55M +$1.55M +6,555 New
KAS
537
Kestra Advisory Services
Texas
$1.54M +$1.54M +75 New
YWP
538
YorkBridge Wealth Partners
New York
$1.53M +$1.53M +6,483 New
NAM
539
NorthCoast Asset Management
Connecticut
$1.53M +$9.93K +42 +0.7%
EIM
540
Essex Investment Management
Massachusetts
$1.53M +$1.53M +6,447 New
EP
541
Eudaimonia Partners
Tennessee
$1.49M +$1.33M +5,643 +875%
AIM
542
Achmea Investment Management
Netherlands
$1.48M -$2.45M -10,350 -62%
SFI
543
SPC Financial Inc
Maryland
$1.47M +$17.7K +75 +1%
MWM
544
Meridian Wealth Management
Kentucky
$1.47M – – –
LBD
545
Landsberg Bennett & Dubbaneh
Florida
$1.46M +$121K +522 +9%
S
546
Seeyond
France
$1.45M +$11.4K +48 +0.8%
WAM
547
Wealthspire Advisors (Maryland)
Maryland
$1.45M +$879K +3,717 +154%
AA
548
ALPS Advisors
Colorado
$1.44M +$5.68K +24 +0.4%
CIM
549
Chapman Investment Management
California
$1.44M +$391K +1,653 +37%
WANY
550
Wealthspire Advisors (New York)
New York
$1.43M +$869K +3,672 +154%
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