ISRG icon

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 %
DY
601
Dowling & Yahnke
California
$1.08M +$67.4K +285 +7%
CAN
602
Cetera Advisor Networks
California
$1.07M -$78.8K -333 -7%
SSWM
603
Smith Salley Wealth Management
North Carolina
$1.07M +$1.42K +6 +0.1%
AIA
604
Angeles Investment Advisors
California
$1.06M – – –
SL
605
Summitry LLC
California
$1.06M +$355K +1,500 +50%
Arrowstreet Capital
606
Arrowstreet Capital
Massachusetts
$1.06M +$1.06M +4,500 New
PA
607
PFG Advisors
Arizona
$1.05M +$13.7K +57 +1%
EI
608
Ethic Inc
New York
$1.05M +$204K +861 +24%
IIC
609
Ironwood Investment Counsel
Arizona
$1.04M +$2.84K +12 +0.3%
RC
610
RegentAtlantic Capital
New Jersey
$1.03M -$709 -3 -0.1%
PAM
611
Paradigm Asset Management
New York
$1.03M – – –
PNC
612
Park National Corp
Ohio
$1.03M -$4.26K -18 -0.4%
UB
613
UMB Bank
Missouri
$1.01M – – –
JIP
614
Jaffetilchin Investment Partners
Florida
$998K -$199K -843 -17%
SP
615
SWS Partners
Ohio
$983K +$104K +438 +12%
AAM
616
Azzad Asset Management
Virginia
$981K +$587K +2,481 +149%
LCM
617
Leisure Capital Management
California
$954K -$17K -72 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
618
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$951K -$10.3M -43,440 -92%
DCM
619
Driehaus Capital Management
Illinois
$951K -$6.39K -27 -0.7%
CFGS
620
Concourse Financial Group Securities
Alabama
$947K +$231K +978 +32%
PA
621
Paragon Advisors
Texas
$938K -$16.3K -69 -2%
NL
622
NVWM LLC
Pennsylvania
$935K +$12.1K +51 +1%
KA
623
Kintegral Advisory
New York
$925K -$29.8K -126 -3%
LNC
624
Lincoln National Corp
Pennsylvania
$925K +$14.2K +60 +2%
VPIM
625
Vanguard Personalized Indexing Management
California
$922K +$68.8K +291 +8%
23 24
25
26 27