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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 %
GFS
676
GYL Financial Synergies
Connecticut
$361K +$361K +2,184 New
EWM
677
Endurance Wealth Management
Rhode Island
$360K – – –
AFP
678
Ausdal Financial Partners
Iowa
$360K +$66.9K +387 +23%
JIC
679
Joel Isaacson & Co
New York
$359K -$12.4K -75 -3%
SBIA
680
Sheaff Brock Investment Advisors
Indiana
$359K – – –
PA
681
Parallel Advisors
California
$356K -$6.92K -42 -2%
IFWM
682
Institute for Wealth Management
Colorado
$354K -$252K -1,524 -42%
GFP
683
Gryphon Financial Partners
Ohio
$347K +$2.97K +18 +0.9%
1WA
684
180 Wealth Advisors
Washington
$347K +$84.6K +543 +32%
DI
685
Diligent Investors
California
$345K – – –
SC
686
Sepio Capital
Utah
$343K +$343K +2,076 New
FMLI
687
Fukoku Mutual Life Insurance
Japan
$341K -$109K -660 -24%
HA
688
HYA Advisors
Missouri
$340K +$32.2K +195 +10%
MAFM
689
Mid Atlantic Financial Management
Pennsylvania
$339K +$14.4K +87 +4%
FFA
690
First Foundation Advisors
California
$337K +$337K +2,046 New
MCM
691
Manchester Capital Management
Vermont
$330K +$7.43K +45 +2%
EF
692
Empirical Finance
Pennsylvania
$330K +$110K +669 +50%
RJT
693
Raymond James Trust
Florida
$328K -$77.8K -471 -19%
CC
694
Cannell & Co
New York
$327K +$3.96K +24 +1%
BFO
695
Biltmore Family Office
North Carolina
$327K +$48.1K +291 +17%
SWP
696
Stratos Wealth Partners
Ohio
$326K +$62.9K +381 +24%
RIL
697
Rothschild Investment LLC
Illinois
$322K -$37.2K -225 -10%
DT
698
Diversified Trust
Tennessee
$322K -$1.49K -9 -0.5%
LWMM
699
Legacy Wealth Management (Mississippi)
Mississippi
$321K +$321K +1,947 New
FWM
700
Foresight Wealth Management
Utah
$321K +$66.8K +405 +26%
26 27
28
29 30