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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 %
LJAC
651
L.J. Altfest & Co
New York
$792K +$1.42K +6 +0.2%
CAAS
652
Capital Asset Advisory Services
Michigan
$791K – – –
DCM
653
Donaldson Capital Management
Indiana
$791K +$791K +3,342 New
IMRF
654
Illinois Municipal Retirement Fund
Illinois
$788K +$788K +3,333 New
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$787K +$220K +930 +39%
OPS
656
Orion Portfolio Solutions
Nebraska
$778K +$523K +2,214 +206%
MCIA
657
Mountain Capital Investment Advisors
Colorado
$776K +$776K +3,081 New
TC
658
Telemus Capital
Michigan
$775K +$775K +3,090 New
CI Investments Inc
659
CI Investments Inc
Ontario, Canada
$774K +$708K +2,994 +1,073%
FHA
660
Flagship Harbor Advisors
Massachusetts
$773K +$48.9K +207 +7%
MAFM
661
Mid Atlantic Financial Management
Pennsylvania
$763K +$249K +966 +48%
BJL
662
Brighton Jones LLC
Washington
$758K +$43.3K +183 +6%
SWP
663
Stratos Wealth Partners
Ohio
$756K +$250K +1,056 +49%
RHBC
664
R.H. Bluestein & Co
Michigan
$754K -$12.1M -51,066 -94%
B
665
Barings
North Carolina
$754K -$136K -576 -15%
SFS
666
Sowell Financial Services
Arkansas
$751K +$187K +789 +33%
CGI
667
Comgest Global Investors
France
$745K -$142K -600 -16%
CFA
668
Camarda Financial Advisors
Florida
$744K +$744K +3,144 New
CSIC
669
Clifford Swan Investment Counsel
California
$735K +$53.2K +225 +8%
AFG
670
Albion Financial Group
Utah
$727K – – –
PWP
671
Private Wealth Partners
California
$722K -$471K -1,992 -40%
DADC
672
D.A. Davidson & Co
Montana
$718K -$24.1K -102 -3%
CI
673
Clal Insurance
Israel
$710K -$27.6M -116,700 -97%
KIA
674
KCM Investment Advisors
California
$708K – – –
CAM
675
Cresset Asset Management
Illinois
$707K +$129K +546 +22%
25 26
27
28 29