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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 %
AMCA
601
Arthur M. Cohen & Associates
Illinois
$728K +$208K +1,095 +40%
CGI
602
Comgest Global Investors
France
$712K +$712K +3,750 New
LOIM
603
Liberty One Investment Management
Illinois
$705K -$86.6K -456 -11%
WF
604
Welch & Forbes
Massachusetts
$701K -$25.6K -135 -4%
BFM
605
Boston Financial Management
Massachusetts
$699K – – –
EGM
606
Engineers Gate Manager
New York
$696K +$209K +1,101 +43%
VPIM
607
Vanguard Personalized Indexing Management
California
$685K +$129K +678 +23%
BFEC
608
Benjamin F. Edwards & Company
Missouri
$684K -$242K -1,272 -26%
OAMG
609
Odey Asset Management Group
United Kingdom
$684K – – –
EI
610
Ethic Inc
New York
$676K +$218K +1,149 +48%
BFC
611
Bedel Financial Consulting
Indiana
$672K -$570 -3 -0.1%
WGA
612
Weather Gauge Advisory
Virginia
$665K -$228K -1,200 -26%
BOM
613
Bank of Marin
California
$659K – – –
IFO
614
Independent Family Office
New York
$636K – – –
LJAC
615
L.J. Altfest & Co
New York
$635K +$635K +3,342 New
Holocene Advisors
616
Holocene Advisors
New York
$634K +$634K +3,339 New
AC
617
Avestar Capital
New York
$628K +$108K +570 +21%
CL
618
CSS LLC
Illinois
$627K +$627K +3,300 New
B
619
Barings
North Carolina
$621K – – –
OA
620
Oak Associates
Ohio
$621K +$621K +3,270 New
AWM
621
AE Wealth Management
Kansas
$619K +$196K +1,035 +46%
CAM
622
Congress Asset Management
Massachusetts
$618K -$2.3M -12,102 -79%
CCA
623
Checchi Capital Advisers
California
$604K +$16.5K +87 +3%
UR
624
USCA RIA
Texas
$600K +$9.12K +48 +2%
DADC
625
D.A. Davidson & Co
Montana
$596K -$499K -2,628 -46%
23 24
25
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