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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 %
EF
676
Empirical Finance
Pennsylvania
$704K +$150K +636 +27%
ATPW
677
Ashton Thomas Private Wealth
Arizona
$689K +$398K +1,683 +137%
SS
678
Sunbelt Securities
Texas
$685K +$3.55K +15 +0.5%
BRWM
679
B. Riley Wealth Management
Tennessee
$685K +$384K +1,623 +128%
PA
680
Parallel Advisors
California
$683K +$97.9K +414 +17%
HI
681
Horizon Investments
North Carolina
$671K -$382K -1,614 -36%
TIA
682
Tiemann Investment Advisors
California
$668K +$260K +1,101 +64%
CAM
683
Congress Asset Management
Massachusetts
$666K -$103K -435 -13%
CG
684
Caprock Group
Idaho
$665K +$177K +750 +36%
EGM
685
Engineers Gate Manager
New York
$663K -$204K -861 -23%
SVWAG
686
Sound View Wealth Advisors Group
Georgia
$659K -$7.8K -33 -1%
PWM
687
Perigon Wealth Management
California
$658K +$19.9K +84 +3%
RMC
688
Resources Management Corp
Connecticut
$653K – – –
IEFM
689
IQ EQ Fund Management
Ireland
$652K – – –
ETC
690
Exchange Traded Concepts
Oklahoma
$651K +$184K +780 +40%
VVP
691
Venture Visionary Partners
Ohio
$647K – – –
TTWM
692
TCV Trust & Wealth Management
Virginia
$642K – – –
EH
693
Employers Holdings
Nevada
$639K – – –
SRC
694
Stone Run Capital
New York
$639K – – –
CGL
695
Clarius Group LLC
Washington
$639K +$15.6K +66 +3%
PAS
696
Park Avenue Securities
New York
$639K +$171K +723 +37%
FMB
697
Field & Main Bank
Kentucky
$629K -$39K -165 -6%
SWM
698
Segment Wealth Management
Texas
$626K +$280K +1,185 +81%
DT
699
Diversified Trust
Tennessee
$624K +$251K +1,059 +67%
QP
700
Quilter Plc
United Kingdom
$622K -$24.9K -105 -4%
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