ISRG icon

Intuitive Surgical
ISRG

Overview Fund Activity

1,247 hedge funds and large institutions have $83.5B invested in Intuitive Surgical in 2020 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 481 increasing their positions, 390 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+100
Holders Change %
+8.72%
% of All Funds
22.13%
Holding in Top 10
34
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.33%
% of All Funds
0.6%
New
170
Increased
481
Reduced
390
Closed
53
Calls
$1.73B
Puts
$1.42B
Net Calls
+$303M
Net Calls Change
+$163M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$218M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$131M
3
FAM
Fred Alger Management
New York
+$128M
4
ESCM
Echo Street Capital Management
New York
+$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$77.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$469M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$454M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$350M
4
Morgan Stanley
Morgan Stanley
New York
-$206M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOTW
601
Bank of the West
California
$1.39M -$245K -900 -15%
CCC
602
Crescent Capital Consulting
Louisiana
$1.39M +$1.39M +5,100 New
CCM
603
Canal Capital Management
Virginia
$1.37M -$30.3K -111 -2%
NCGI
604
Next Century Growth Investors
Minnesota
$1.36M -$65.4K -240 -5%
LG
605
LaFleur & Godfrey
Michigan
$1.36M – – –
FWIA
606
Fort Washington Investment Advisors
Ohio
$1.34M – – –
RAM
607
Redmond Asset Management
Virginia
$1.34M -$224K -822 -14%
DY
608
Dowling & Yahnke
California
$1.34M +$96.5K +354 +8%
IA
609
IndexIQ Advisors
New York
$1.33M +$1.33M +4,878 New
LWAM
610
Legacy Wealth Asset Management
Minnesota
$1.33M +$1.33M +4,872 New
IWP
611
Icon Wealth Partners
Texas
$1.33M +$268K +981 +25%
MCM
612
McRae Capital Management
New Jersey
$1.33M – – –
WP
613
Waycross Partners
Kentucky
$1.33M +$1.33M +4,860 New
FSA
614
Financial Sense Advisors
California
$1.32M +$75.3K +276 +6%
ACM
615
AlphaCrest Capital Management
New York
$1.32M -$988K -3,624 -43%
HCM
616
Howland Capital Management
Massachusetts
$1.32M -$72K -264 -5%
RWB
617
RMR Wealth Builders
New Jersey
$1.31M -$219K -804 -14%
FMT
618
First Mercantile Trust
Tennessee
$1.3M +$94.9K +348 +8%
MCP
619
Mirador Capital Partners
California
$1.3M -$205K -750 -14%
JWBC
620
J.W. Burns & Co
New York
$1.3M – – –
HVM
621
Harvest Volatility Management
Connecticut
$1.29M +$1.29M +4,725 New
CCP
622
Corient Capital Partners
California
$1.28M +$27K +99 +2%
OPS
623
Orion Portfolio Solutions
Nebraska
$1.28M +$380K +1,395 +42%
CFGS
624
Concourse Financial Group Securities
Alabama
$1.27M +$182K +669 +17%
KLC
625
Knowledge Leaders Capital
Colorado
$1.27M +$4.91K +18 +0.4%
23 24
25
26 27