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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 %
ECM
551
ExodusPoint Capital Management
New York
$822K -$1.36M -8,253 -62%
MERSOM
552
Municipal Employees' Retirement System of Michigan
Michigan
$822K +$14.9K +90 +2%
PNC
553
Park National Corp
Ohio
$817K -$82.7K -501 -9%
CCM
554
Canal Capital Management
Virginia
$810K +$60.9K +369 +8%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$804K +$89.6K +543 +13%
MCM
556
McRae Capital Management
New Jersey
$802K -$4.95K -30 -0.6%
EBT
557
Enterprise Bank & Trust
Massachusetts
$790K +$95.6K +579 +14%
WSFS
558
Wilmington Savings Fund Society
Delaware
$787K -$4.46K -27 -0.6%
AIA
559
Angeles Investment Advisors
California
$780K -$5.72K -33 -0.7%
WGA
560
Weather Gauge Advisory
Virginia
$776K -$44.6K -270 -5%
TCOV
561
Trust Company of Vermont
Vermont
$776K +$45.1K +273 +6%
CAN
562
Cetera Advisor Networks
California
$770K +$139K +840 +22%
GD
563
Grandfield & Dodd
New York
$766K – – –
FPA
564
First Pacific Advisors
California
$760K +$760K +4,605 New
ATFA
565
All Terrain Financial Advisors
Minnesota
$759K -$2.48K -15 -0.3%
IFAM
566
Institutional & Family Asset Management
Colorado
$755K – – –
SSWM
567
Smith Salley Wealth Management
North Carolina
$754K – – –
TYCC
568
Texas Yale Capital Corp
Florida
$743K +$315K +1,908 +74%
GI
569
GAMCO Investors
Connecticut
$743K +$743K +4,500 New
QSS
570
Quantitative Systematic Strategies
Florida
$740K +$740K +4,485 New
PA
571
PFG Advisors
Arizona
$739K -$30.1K -174 -4%
APA
572
American Portfolios Advisors
New York
$731K -$67.8K -411 -8%
CIM
573
Chapman Investment Management
California
$727K -$30.7K -186 -4%
IIC
574
Ironwood Investment Counsel
Arizona
$723K – – –
JWBC
575
J.W. Burns & Co
New York
$714K -$2.97K -18 -0.4%
21 22
23
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