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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 %
CLOS
651
Compagnie Lombard Odier SCmA
Switzerland
$437K -$444K -2,685 -50%
WP
652
WMS Partners
Maryland
$429K +$68.4K +414 +19%
QP
653
Quilter Plc
United Kingdom
$428K +$428K +2,592 New
BCP
654
Berkeley Capital Partners
Georgia
$425K -$63.3K -384 -13%
PA
655
Paragon Advisors
Texas
$424K -$129K -783 -23%
DBT
656
Dubuque Bank & Trust
Iowa
$424K – – –
EGM
657
Engineers Gate Manager
New York
$423K -$316K -1,914 -43%
CCM
658
Community Capital Management
Florida
$423K – – –
CTC
659
Central Trust Company
Missouri
$422K -$57.5K -348 -12%
BM
660
Brandywine Managers
Delaware
$421K – – –
AMCA
661
Arthur M. Cohen & Associates
Illinois
$418K -$44K -288 -10%
WKWM
662
Walter & Keenan Wealth Management
Indiana
$418K +$418K +2,736 New
CCG
663
Cypress Capital Group
Florida
$413K +$24.2K +147 +6%
S
664
SignatureFD
Georgia
$411K +$73.4K +444 +22%
II
665
Inspire Investing
Idaho
$408K -$127K -771 -24%
HI
666
Harrington Investments
California
$404K -$149K -900 -27%
EI
667
Ethic Inc
New York
$398K +$102K +618 +35%
CGL
668
Clarius Group LLC
Washington
$394K +$25.3K +153 +7%
ATC
669
Argent Trust Co
Tennessee
$390K -$19.3K -117 -5%
Cetera Investment Advisers
670
Cetera Investment Advisers
Illinois
$387K +$387K +2,346 New
GSWM
671
Golden State Wealth Management
California
$373K +$373K +2,262 New
AWM
672
AE Wealth Management
Kansas
$367K -$390K -2,367 -52%
NAM
673
North American Management
Massachusetts
$364K – – –
Lido Advisors
674
Lido Advisors
California
$363K -$41.1K -249 -10%
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$361K +$14.4K +87 +4%
25 26
27
28 29