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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 %
NPF
626
Norris Perne & French
Michigan
$488K -$49.5K -300 -9%
CT
627
Columbia Trust
Oregon
$487K -$37.1K -225 -7%
ECM
628
ETrade Capital Management
Virginia
$486K -$547K -3,315 -53%
VPIM
629
Vanguard Personalized Indexing Management
California
$483K +$483K +2,928 New
EB
630
Eastern Bank
Massachusetts
$480K -$42.1K -255 -8%
SS
631
Sunbelt Securities
Texas
$478K -$260K -1,575 -35%
CSIC
632
Clifford Swan Investment Counsel
California
$476K -$495 -3 -0.1%
RHBC
633
R.H. Bluestein & Co
Michigan
$473K -$99.1K -600 -17%
QT
634
Quantbot Technologies
New York
$472K -$1.14M -6,915 -71%
RIM
635
Rampart Investment Management
Connecticut
$472K -$520K -3,153 -52%
JIP
636
Jaffetilchin Investment Partners
Florida
$472K +$71.8K +435 +18%
MFG
637
Merit Financial Group
Georgia
$472K +$86.2K +522 +22%
AA
638
Ancora Advisors
Ohio
$471K +$83.1K +504 +21%
BRWA
639
B. Riley Wealth Advisors
Florida
$464K -$204K -1,233 -31%
MS
640
Maven Securities
Jersey
$464K +$464K +2,811 New
KIA
641
KCM Investment Advisors
California
$459K -$563K -3,405 -55%
RMC
642
Resources Management Corp
Connecticut
$456K – – –
IEFM
643
IQ EQ Fund Management
Ireland
$455K -$122K -738 -21%
AC
644
Avestar Capital
New York
$452K +$154K +930 +51%
VVP
645
Venture Visionary Partners
Ohio
$451K +$451K +2,736 New
TTWM
646
TCV Trust & Wealth Management
Virginia
$448K – – –
EH
647
Employers Holdings
Nevada
$446K – – –
HCMNY
648
Howard Capital Management (New York)
New York
$446K – – –
SRC
649
Stone Run Capital
New York
$446K – – –
HI
650
Horizon Investments
North Carolina
$446K +$34.7K +210 +8%
24 25
26
27 28