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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 %
IWP
626
Icon Wealth Partners
Texas
$919K +$919K +3,885 New
JWCA
627
J.W. Cole Advisors
Florida
$900K +$900K +3,807 New
BFEC
628
Benjamin F. Edwards & Company
Missouri
$882K +$30.5K +129 +4%
SFA
629
Sequoia Financial Advisors
Ohio
$881K +$141K +594 +19%
BRWA
630
B. Riley Wealth Advisors
Florida
$874K +$227K +1,011 +35%
WF
631
Welch & Forbes
Massachusetts
$873K – – –
LS
632
Livforsakringsbolaget Skandia
Sweden
$871K -$2.02M -8,520 -70%
HFM
633
Harvest Fund Management
China
$871K +$432K +1,830 +98%
BFM
634
Boston Financial Management
Massachusetts
$870K – – –
PVH
635
Psagot Value Holdings
Israel
$868K +$223K +942 +35%
PFWA
636
Paces Ferry Wealth Advisors
Georgia
$868K +$868K +3,672 New
TA
637
Tiedemann Advisors
New York
$867K -$50.4K -213 -5%
AIA
638
Avalon Investment & Advisory
Texas
$866K +$138K +585 +19%
SW
639
SkyOak Wealth
Michigan
$856K -$1.07M -4,539 -56%
JF
640
Jump Financial
Illinois
$852K +$852K +3,606 New
IFAM
641
Institutional & Family Asset Management
Colorado
$851K -$230K -975 -21%
RHP
642
Royal Harbor Partners
Texas
$846K +$846K +3,579 New
BFC
643
Bedel Financial Consulting
Indiana
$837K +$709 +3 +0.1%
WGA
644
Weather Gauge Advisory
Virginia
$828K – – –
LOIM
645
Liberty One Investment Management
Illinois
$815K -$63.2K -267 -7%
CWP
646
Capital Wealth Planning
Florida
$812K -$104K -441 -11%
ATC
647
Argent Trust Co
Tennessee
$809K +$230K +972 +40%
LOAME
648
Lombard Odier Asset Management (Europe)
United Kingdom
$794K +$794K +3,357 New
CCA
649
Checchi Capital Advisers
California
$793K +$41.1K +174 +5%
IFO
650
Independent Family Office
New York
$792K – – –
24 25
26
27 28