ISRG icon

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 %
FA
601
FDx Advisors
Illinois
$578K +$397K +2,409 +220%
BJL
602
Brighton Jones LLC
Washington
$575K -$1.49K -9 -0.3%
BOM
603
Bank of Marin
California
$572K – – –
PWM
604
Perigon Wealth Management
California
$572K +$8.57K +51 +2%
AIC
605
Archer Investment Corporation
Indiana
$569K +$49.5K +300 +10%
CAAS
606
Capital Asset Advisory Services
Michigan
$567K -$45.8K -270 -7%
RC
607
RegentAtlantic Capital
New Jersey
$560K – – –
DY
608
Dowling & Yahnke
California
$558K -$133K -807 -19%
LOAME
609
Lombard Odier Asset Management (Europe)
United Kingdom
$554K – – –
IFO
610
Independent Family Office
New York
$553K +$553K +3,348 New
SP
611
SWS Partners
Ohio
$549K +$549K +3,324 New
AFA
612
Abacus FCF Advisors
Florida
$535K +$535K +3,273 New
ACM
613
AlphaCrest Capital Management
New York
$531K -$26.2K -159 -5%
SVWAG
614
Sound View Wealth Advisors Group
Georgia
$516K +$5.94K +36 +1%
CS
615
Cannell & Spears
New York
$516K +$184K +1,116 +56%
UR
616
USCA RIA
Texas
$514K +$53K +321 +12%
CCA
617
Checchi Capital Advisers
California
$509K -$76K -462 -13%
AFG
618
Albion Financial Group
Utah
$508K +$9.91K +60 +2%
SFA
619
Sequoia Financial Advisors
Ohio
$507K +$32.2K +195 +7%
AIL
620
AGF Investments LLC
Ontario, Canada
$504K +$261K +1,581 +107%
FHA
621
Flagship Harbor Advisors
Massachusetts
$502K +$6.44K +39 +1%
AIMCA
622
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$495K – – –
DCP
623
DSM Capital Partners
Florida
$495K +$495K +3,000 New
HAG
624
HighPoint Advisor Group
Illinois
$493K +$191K +1,113 +63%
HIA
625
Harbor Investment Advisory
Maryland
$493K +$208K +1,263 +73%
23 24
25
26 27