ISRG icon

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 %
PWM
651
Perigon Wealth Management
California
$513K -$134K -705 -21%
HCMNY
652
Howard Capital Management (New York)
New York
$513K – – –
SRC
653
Stone Run Capital
New York
$513K – – –
EH
654
Employers Holdings
Nevada
$513K – – –
CGL
655
Clarius Group LLC
Washington
$500K +$47.3K +249 +10%
CTC
656
Central Trust Company
Missouri
$495K +$9.7K +51 +2%
1WA
657
180 Wealth Advisors
Washington
$493K +$10.4K +48 +2%
DBT
658
Dubuque Bank & Trust
Iowa
$489K – – –
CCM
659
Community Capital Management
Florida
$487K – – –
DIA
660
Dana Investment Advisors
Wisconsin
$480K -$1.43M -7,551 -75%
CCG
661
Cypress Capital Group
Florida
$480K +$3.42K +18 +0.7%
FI
662
FormulaFolio Investments
Michigan
$479K +$243K +1,278 +103%
HCM
663
Howard Capital Management
Georgia
$476K +$476K +2,454 New
PA
664
Parallel Advisors
California
$470K +$59.8K +315 +15%
WP
665
WMS Partners
Maryland
$465K -$28.5K -150 -6%
HI
666
Harrington Investments
California
$465K – – –
ATC
667
Argent Trust Co
Tennessee
$465K +$15.4K +81 +3%
CAM
668
Cresset Asset Management
Illinois
$464K +$104K +546 +29%
VWA
669
V Wealth Advisors
Kansas
$458K +$92.9K +489 +25%
WAM
670
Wealthspire Advisors (Maryland)
Maryland
$458K +$458K +2,409 New
S
671
SignatureFD
Georgia
$457K -$15.4K -81 -3%
Cetera Investment Advisers
672
Cetera Investment Advisers
Illinois
$457K +$11.4K +60 +3%
OSAM
673
O'Shaughnessy Asset Management
Connecticut
$455K +$412K +2,172 +965%
AFP
674
Ausdal Financial Partners
Iowa
$454K +$58.7K +309 +15%
SFS
675
Sowell Financial Services
Arkansas
$454K +$139K +729 +44%
25 26
27
28 29