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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 %
WANY
676
Wealthspire Advisors (New York)
New York
$453K -$361K -1,902 -44%
BIAS
677
Beacon Investment Advisory Services
New Jersey
$452K +$162K +852 +56%
RJT
678
Raymond James Trust
Florida
$451K +$73.6K +387 +19%
HIIFS
679
Harel Insurance Investments & Financial Services
Israel
$450K +$283K +1,491 +170%
GFS
680
GYL Financial Synergies
Connecticut
$446K +$31.3K +165 +8%
EF
681
Empirical Finance
Pennsylvania
$444K +$64.9K +342 +17%
ECM
682
ETrade Capital Management
Virginia
$443K -$116K -612 -21%
GFP
683
Gryphon Financial Partners
Ohio
$443K +$43.3K +228 +11%
CPIG
684
Chicago Partners Investment Group
Illinois
$441K +$113K +495 +34%
SMFG
685
Sumitomo Mitsui Financial Group
Japan
$440K +$259K +1,404 +143%
TSS
686
Two Sigma Securities
New York
$435K -$1.75M -9,189 -80%
HIA
687
Harbor Investment Advisory
Maryland
$433K -$135K -711 -24%
IFWM
688
Institute for Wealth Management
Colorado
$433K +$25.7K +135 +6%
DI
689
Diligent Investors
California
$431K +$34.2K +180 +9%
FA
690
FDx Advisors
Illinois
$430K -$235K -1,239 -35%
BM
691
Brandywine Managers
Delaware
$427K -$56.9K -300 -12%
CMO
692
Covenant Multifamily Offices
Texas
$426K +$426K +2,241 New
II
693
Inspire Investing
Idaho
$421K -$48.4K -255 -10%
NAM
694
North American Management
Massachusetts
$419K – – –
HT
695
Heritage Trust
Oklahoma
$417K +$417K +2,196 New
EWM
696
Endurance Wealth Management
Rhode Island
$414K – – –
JIC
697
Joel Isaacson & Co
New York
$413K – – –
SBIA
698
Sheaff Brock Investment Advisors
Indiana
$413K – – –
DWA
699
Douglass Winthrop Advisors
New York
$408K +$152K +798 +59%
SWP
700
Stratos Wealth Partners
Ohio
$407K +$31.9K +168 +9%
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