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Intuitive Surgical
ISRG

Overview Fund Activity

1,147 hedge funds and large institutions have $72.9B invested in Intuitive Surgical in 2020 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 409 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+104
Holders Change %
+9.97%
% of All Funds
23.2%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.61%
New
168
Increased
409
Reduced
368
Closed
58
Calls
$1.52B
Puts
$1.38B
Net Calls
+$140M
Net Calls Change
+$147M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Polen Capital Management
Polen Capital Management
Florida
+$699M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$237M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$128M
5
UBS AM
UBS AM
Illinois
+$71.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
3
BlackRock
BlackRock
New York
-$261M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$183M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
576
Conning Inc
Connecticut
$1.23M +$19.9K +84 +2%
HCM
577
Hollencrest Capital Management
California
$1.23M – – –
ACM
578
Ativo Capital Management
Illinois
$1.22M -$98.6K -417 -7%
CCM
579
Canal Capital Management
Virginia
$1.21M +$27.7K +117 +2%
HCM
580
Howland Capital Management
Massachusetts
$1.2M – – –
LG
581
LaFleur & Godfrey
Michigan
$1.18M – – –
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$1.18M -$14.9K -63 -1%
MIFH
583
Migdal Insurance & Financial Holdings
Israel
$1.18M -$1.02M -4,323 -46%
LC
584
Lavaca Capital
Texas
$1.17M +$1.17M +4,950 New
FWIA
585
Fort Washington Investment Advisors
Ohio
$1.16M -$393K -1,662 -25%
II
586
Inspire Investing
Idaho
$1.16M +$633K +2,676 +121%
MCM
587
McRae Capital Management
New Jersey
$1.15M – – –
EMG
588
ETF Managers Group
New Jersey
$1.15M +$487K +2,109 +74%
FMT
589
First Mercantile Trust
Tennessee
$1.14M -$71.2K -276 -6%
TYCC
590
Texas Yale Capital Corp
Florida
$1.14M +$3.55K +15 +0.3%
JWBC
591
J.W. Burns & Co
New York
$1.12M +$34.1K +144 +3%
WHG
592
Westwood Holdings Group
Texas
$1.12M -$61K -258 -5%
CF
593
Centaurus Financial
California
$1.12M +$1.12M +4,719 New
TCOV
594
Trust Company of Vermont
Vermont
$1.11M – – –
SF
595
Synovus Financial
Georgia
$1.1M +$60.5K +255 +6%
GD
596
Grandfield & Dodd
New York
$1.1M – – –
CLOS
597
Compagnie Lombard Odier SCmA
Switzerland
$1.1M +$71K +300 +7%
KLC
598
Knowledge Leaders Capital
Colorado
$1.09M – – –
CCP
599
Corient Capital Partners
California
$1.09M +$7.1K +30 +0.7%
FSA
600
Financial Sense Advisors
California
$1.08M +$1.08M +4,563 New
22 23
24
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