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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 %
SP
576
SWS Partners
Ohio
$849K +$89.8K +393 +12%
HI
577
Horizon Investments
North Carolina
$846K +$333K +1,752 +65%
ET
578
Equitable Trust
Tennessee
$844K +$49.6K +261 +6%
CIM
579
Chapman Investment Management
California
$840K +$3.42K +18 +0.4%
SF
580
Synovus Financial
Georgia
$833K -$1.55M -8,193 -65%
RC
581
RegentAtlantic Capital
New Jersey
$830K +$185K +975 +29%
PNC
582
Park National Corp
Ohio
$829K -$111K -585 -12%
IIC
583
Ironwood Investment Counsel
Arizona
$829K -$2.28K -12 -0.3%
PA
584
PFG Advisors
Arizona
$827K +$5.76K +30 +0.7%
PAM
585
Paradigm Asset Management
New York
$826K +$712K +3,750 +625%
CLOS
586
Compagnie Lombard Odier SCmA
Switzerland
$826K +$325K +1,710 +65%
LCM
587
Legato Capital Management
California
$819K +$819K +4,311 New
DY
588
Dowling & Yahnke
California
$811K +$169K +891 +26%
APA
589
American Portfolios Advisors
New York
$800K -$41.6K -219 -5%
CC
590
Cedar Capital
Illinois
$797K +$71.2K +375 +10%
LCM
591
Leisure Capital Management
California
$780K +$23.9K +126 +3%
DCM
592
Driehaus Capital Management
Illinois
$769K +$20K +105 +3%
KA
593
Kintegral Advisory
New York
$766K – – –
PA
594
Paragon Advisors
Texas
$766K +$278K +1,464 +57%
CAAS
595
Capital Asset Advisory Services
Michigan
$753K – – –
GWM
596
Geneos Wealth Management
Colorado
$748K -$22K -120 -3%
NL
597
NVWM LLC
Pennsylvania
$741K -$17.1K -90 -2%
TA
598
Tiedemann Advisors
New York
$738K -$24.5K -129 -3%
CWP
599
Capital Wealth Planning
Florida
$736K +$37.1K +195 +5%
LNC
600
Lincoln National Corp
Pennsylvania
$731K -$11.4K -60 -2%
22 23
24
25 26