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 %
SP
626
SWS Partners
Ohio
$1.27M +$133K +489 +12%
GD
627
Grandfield & Dodd
New York
$1.26M – – –
AIA
628
Avalon Investment & Advisory
Texas
$1.26M +$260K +954 +26%
SF
629
Synovus Financial
Georgia
$1.26M -$7.36K -27 -0.6%
IIC
630
Ironwood Investment Counsel
Arizona
$1.25M +$58.1K +213 +5%
CAN
631
Cetera Advisor Networks
California
$1.25M +$13.1K +48 +1%
WHG
632
Westwood Holdings Group
Texas
$1.24M -$54K -198 -4%
TCOV
633
Trust Company of Vermont
Vermont
$1.24M -$40.9K -150 -3%
VPIM
634
Vanguard Personalized Indexing Management
California
$1.24M +$172K +630 +16%
PAS
635
Park Avenue Securities
New York
$1.23M +$497K +1,821 +67%
SSWM
636
Smith Salley Wealth Management
North Carolina
$1.23M +$818 +3 +0.1%
SL
637
Summitry LLC
California
$1.23M – – –
AIA
638
Angeles Investment Advisors
California
$1.23M – – –
FBT
639
First Bank & Trust
South Dakota
$1.19M -$426K -1,560 -26%
PA
640
PFG Advisors
Arizona
$1.19M – – –
PNC
641
Park National Corp
Ohio
$1.18M -$4.09K -15 -0.3%
LP
642
LMR Partners
United Kingdom
$1.16M +$1.16M +4,263 New
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$1.15M -$120K -441 -9%
RHP
644
Royal Harbor Partners
Texas
$1.13M +$158K +579 +16%
CI Investments Inc
645
CI Investments Inc
Ontario, Canada
$1.13M +$237K +870 +27%
OSAM
646
O'Shaughnessy Asset Management
Connecticut
$1.12M +$215K +789 +24%
NL
647
NVWM LLC
Pennsylvania
$1.1M +$24.5K +90 +2%
LCM
648
Leisure Capital Management
California
$1.1M -$5.73K -21 -0.5%
PA
649
Paragon Advisors
Texas
$1.09M +$33.6K +126 +3%
DCM
650
Driehaus Capital Management
Illinois
$1.09M -$11.5K -42 -1%
24 25
26
27 28