ISRG icon

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 %
LFA
526
Lighthouse Financial Advisors
Maryland
$2.15M +$147K +540 +7%
AFA
527
Abacus FCF Advisors
Florida
$2.15M -$194K -720 -8%
WDA
528
Wendell David Associates
New Hampshire
$2.15M – – –
MFAM
529
Motley Fool Asset Management
Virginia
$2.15M +$215K +789 +11%
SPIA
530
Steward Partners Investment Advisory
New York
$2.12M +$699K +2,562 +49%
TNAM
531
Terra Nova Asset Management
New York
$2.12M +$2.12M +7,770 New
AA
532
ALPS Advisors
Colorado
$2.11M +$453K +1,659 +27%
BAM
533
Bruderman Asset Management
New York
$2.11M +$104K +381 +5%
BSAM
534
Blue Square Asset Management
New York
$2.09M -$676K -2,478 -24%
WANY
535
Wealthspire Advisors (New York)
New York
$2.07M +$421K +1,545 +26%
HIIFS
536
Harel Insurance Investments & Financial Services
Israel
$2.06M -$21K -24 -1%
IAA
537
Independent Advisor Alliance
North Carolina
$2.05M -$4.09K -15 -0.2%
AP
538
Atlas Principals
North Carolina
$2.05M – – –
Wealthfront Advisers
539
Wealthfront Advisers
California
$2.04M +$89.2K +327 +5%
MCM
540
Murphy Capital Management
New Jersey
$2.04M +$32.7K +120 +2%
FNBT
541
FineMark National Bank & Trust
Florida
$2.03M -$569K -2,088 -22%
GI
542
GAMCO Investors
Connecticut
$2.03M -$111K -408 -5%
WJWM
543
Williams Jones Wealth Management
New York
$2.02M +$40.9K +150 +2%
ETC
544
Exchange Traded Concepts
Oklahoma
$1.93M +$1.18M +4,326 +157%
ANRIA
545
American National Registered Investment Advisor
Texas
$1.9M – – –
Luther King Capital Management (LKCM)
546
Luther King Capital Management (LKCM)
Texas
$1.89M +$1.23M +4,518 +187%
YWP
547
YorkBridge Wealth Partners
New York
$1.89M +$119K +438 +7%
HIM
548
HawsGoodwin Investment Management
Tennessee
$1.89M +$90K +330 +5%
EOJOAM
549
E. Ohman J:or Asset Management
Sweden
$1.88M -$245K -900 -12%
FF
550
FourThought Financial
Florida
$1.83M +$1.83M +6,729 New
20 21
22
23 24