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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 %
AWM
651
AE Wealth Management
Kansas
$1.08M -$2.3M -8,418 -68%
FRA
652
Frank Rimerman Advisors
California
$1.07M +$1.07M +3,936 New
FFA
653
First Foundation Advisors
California
$1.07M +$550K +2,019 +105%
IA
654
IAM Advisory
Pennsylvania
$1.07M +$1.07M +4,299 New
KA
655
Kintegral Advisory
New York
$1.07M – – –
VF
656
Virtu Financial
New York
$1.06M +$1.06M +3,897 New
FTDI
657
First Trust Direct Indexing
Massachusetts
$1.05M +$1.05M +3,858 New
ACM
658
Ativo Capital Management
Illinois
$1.05M -$360K -1,320 -26%
CIM
659
CIM Investment Management
Pennsylvania
$1.05M +$389K +1,428 +59%
PGFC
660
Peapack-Gladstone Financial Corp
New Jersey
$1.04M +$371K +1,362 +55%
LNC
661
Lincoln National Corp
Pennsylvania
$1.04M -$28.6K -105 -3%
BFEC
662
Benjamin F. Edwards & Company
Missouri
$1.03M +$16.4K +60 +2%
SFA
663
Sequoia Financial Advisors
Ohio
$1.02M +$2.46K +9 +0.2%
DCM
664
Donaldson Capital Management
Indiana
$1.02M +$106K +390 +12%
BFG
665
Berger Financial Group
Minnesota
$1.02M +$1.02M +3,729 New
HFM
666
Harvest Fund Management
China
$1.01M – – –
WF
667
Welch & Forbes
Massachusetts
$1.01M – – –
BFM
668
Boston Financial Management
Massachusetts
$1M – – –
BCI
669
Brinker Capital Investments
Pennsylvania
$1M -$10.6M -38,841 -91%
PVH
670
Psagot Value Holdings
Israel
$1M – – –
SW
671
SkyOak Wealth
Michigan
$1M +$12.3K +45 +1%
VVP
672
Venture Visionary Partners
Ohio
$991K +$245K +900 +33%
EF
673
Empirical Finance
Pennsylvania
$986K +$174K +639 +21%
PFWA
674
Paces Ferry Wealth Advisors
Georgia
$983K -$18K -66 -2%
IFAM
675
Institutional & Family Asset Management
Colorado
$982K – – –
25 26
27
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