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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 %
CT
626
Columbia Trust
Oregon
$595K +$34.7K +183 +6%
SFA
627
Sequoia Financial Advisors
Ohio
$594K +$10.8K +57 +2%
AIA
628
Avalon Investment & Advisory
Texas
$585K +$585K +3,078 New
AFG
629
Albion Financial Group
Utah
$584K – – –
FHA
630
Flagship Harbor Advisors
Massachusetts
$581K +$4.55K +24 +0.8%
BJL
631
Brighton Jones LLC
Washington
$574K -$88.4K -465 -13%
CFGS
632
Concourse Financial Group Securities
Alabama
$574K +$244K +1,287 +74%
SL
633
Summitry LLC
California
$570K +$570K +3,000 New
KIA
634
KCM Investment Advisors
California
$569K +$41.1K +216 +8%
IG
635
ING Group
Netherlands
$562K -$646K -3,402 -53%
BPA
636
Beacon Pointe Advisors
California
$549K +$549K +2,889 New
SS
637
Sunbelt Securities
Texas
$548K -$2.85K -15 -0.5%
CSIC
638
Clifford Swan Investment Counsel
California
$548K – – –
AA
639
Ancora Advisors
Ohio
$547K +$5.12K +27 +0.9%
BRWA
640
B. Riley Wealth Advisors
Florida
$547K +$13.7K +72 +3%
FMB
641
Field & Main Bank
Kentucky
$537K +$537K +2,826 New
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$536K -$58.2K -306 -10%
EMG
643
ETF Managers Group
New Jersey
$527K +$255K +1,383 +94%
RMC
644
Resources Management Corp
Connecticut
$524K – – –
IEFM
645
IQ EQ Fund Management
Ireland
$524K – – –
NPF
646
Norris Perne & French
Michigan
$521K -$39.9K -210 -7%
QP
647
Quilter Plc
United Kingdom
$520K +$26.8K +141 +5%
VVP
648
Venture Visionary Partners
Ohio
$519K – – –
PVH
649
Psagot Value Holdings
Israel
$519K +$267K +1,407 +106%
TTWM
650
TCV Trust & Wealth Management
Virginia
$516K – – –
24 25
26
27 28