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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 %
WANY
576
Wealthspire Advisors (New York)
New York
$708K +$494K +2,994 +232%
ET
577
Equitable Trust
Tennessee
$690K +$690K +4,179 New
LOIM
578
Liberty One Investment Management
Illinois
$688K -$31.7K -192 -4%
GWM
579
Geneos Wealth Management
Colorado
$687K +$502K +3,072 +272%
O
580
Ossiam
France
$683K +$580K +3,516 +566%
KA
581
Kintegral Advisory
New York
$666K +$73.8K +447 +12%
TA
582
Tiedemann Advisors
New York
$662K -$407K -2,466 -38%
NL
583
NVWM LLC
Pennsylvania
$659K +$129K +780 +24%
LCM
584
Leisure Capital Management
California
$657K +$657K +3,981 New
DCM
585
Driehaus Capital Management
Illinois
$651K -$41.6K -252 -6%
JG
586
Jefferies Group
New York
$649K +$23.8K +144 +4%
LNC
587
Lincoln National Corp
Pennsylvania
$645K -$150K -912 -19%
JHP
588
James Hambro & Partners
United Kingdom
$641K +$128K +777 +25%
CC
589
Cedar Capital
Illinois
$631K -$26.3K -159 -4%
WF
590
Welch & Forbes
Massachusetts
$631K – – –
B
591
Barings
North Carolina
$621K – – –
FT
592
Fiduciary Trust
Massachusetts
$615K -$15.3K -93 -2%
CWP
593
Capital Wealth Planning
Florida
$607K +$190K +1,152 +46%
BFM
594
Boston Financial Management
Massachusetts
$607K +$246K +1,488 +68%
QCM
595
Quantinno Capital Management
New York
$600K +$600K +3,636 New
Capstone Investment Advisors
596
Capstone Investment Advisors
New York
$595K -$1.73M -10,467 -74%
OAMG
597
Odey Asset Management Group
United Kingdom
$594K +$594K +3,600 New
SPIA
598
Steward Partners Investment Advisory
New York
$591K +$187K +1,134 +46%
BFC
599
Bedel Financial Consulting
Indiana
$584K -$990 -6 -0.2%
MIA
600
MainStreet Investment Advisors
Illinois
$581K +$581K +3,519 New
22 23
24
25 26