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Intuitive Surgical
ISRG

Overview Fund Activity

1,043 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 426 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+42
Holders Change %
+4.2%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
125
Increased
426
Reduced
301
Closed
77
Calls
$999M
Puts
$1.01B
Net Calls
-$6.78M
Net Calls Change
+$423M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$431M
2
BlackRock
BlackRock
New York
+$245M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$240M
4
JSP
Jackson Square Partners
California
+$216M
5
Edgewood Management
Edgewood Management
Connecticut
+$125M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$454M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$156M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$139M
4
GQG Partners
GQG Partners
Florida
-$137M
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$86.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
551
Conning Inc
Connecticut
$970K -$27.3K -144 -3%
SPIA
552
Steward Partners Investment Advisory
New York
$968K +$288K +1,515 +42%
HCM
553
Howland Capital Management
Massachusetts
$967K – – –
JIP
554
Jaffetilchin Investment Partners
Florida
$962K +$419K +2,205 +77%
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$959K -$119K -627 -11%
PWP
556
Private Wealth Partners
California
$958K -$794K -4,182 -45%
CCM
557
Canal Capital Management
Virginia
$952K +$20K +105 +2%
WHG
558
Westwood Holdings Group
Texas
$951K +$686K +3,612 +259%
LG
559
LaFleur & Godfrey
Michigan
$948K – – –
VCM
560
Virtue Capital Management
Tennessee
$944K +$944K +4,968 New
BAM
561
Belpointe Asset Management
Nevada
$941K +$717K +3,771 +321%
CAN
562
Cetera Advisor Networks
California
$925K +$39.9K +210 +5%
MCM
563
McRae Capital Management
New Jersey
$923K – – –
TYCC
564
Texas Yale Capital Corp
Florida
$912K +$57K +300 +7%
JHP
565
James Hambro & Partners
United Kingdom
$898K +$162K +852 +22%
TCOV
566
Trust Company of Vermont
Vermont
$893K – – –
FMT
567
First Mercantile Trust
Tennessee
$893K +$584K +3,075 +189%
GD
568
Grandfield & Dodd
New York
$880K – – –
KLC
569
Knowledge Leaders Capital
Colorado
$879K +$879K +4,626 New
RWB
570
RMR Wealth Builders
New Jersey
$876K +$876K +4,611 New
JWBC
571
J.W. Burns & Co
New York
$875K +$54.1K +285 +7%
CCP
572
Corient Capital Partners
California
$869K -$345K -1,815 -28%
IFAM
573
Institutional & Family Asset Management
Colorado
$869K – – –
SSWM
574
Smith Salley Wealth Management
North Carolina
$855K -$13.1K -69 -2%
AIA
575
Angeles Investment Advisors
California
$855K – – –
21 22
23
24 25