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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 %
WFC
676
Western Financial Corp
California
$980K +$980K +3,594 New
GG
677
Golden Green
South Carolina
$977K +$977K +3,582 New
ATPW
678
Ashton Thomas Private Wealth
Arizona
$977K +$182K +669 +23%
BFC
679
Bedel Financial Consulting
Indiana
$965K – – –
LOIM
680
Liberty One Investment Management
Illinois
$947K +$7.37K +27 +0.8%
TA
681
Tiedemann Advisors
New York
$945K -$55.7K -204 -6%
ACM
682
Alamar Capital Management
California
$915K +$915K +3,357 New
IFO
683
Independent Family Office
New York
$913K – – –
CAAS
684
Capital Asset Advisory Services
Michigan
$913K +$818 +3 +0.1%
Parallax Volatility Advisers
685
Parallax Volatility Advisers
California
$910K -$9.36M -34,323 -91%
LJAC
686
L.J. Altfest & Co
New York
$909K -$4.09K -15 -0.4%
RHBC
687
R.H. Bluestein & Co
Michigan
$903K +$34.4K +126 +4%
BTWM
688
Baker Tilly Wealth Management
Wisconsin
$902K +$902K +3,309 New
NA
689
NewEdge Advisors
Louisiana
$891K -$2.36M -8,643 -73%
DT
690
Diversified Trust
Tennessee
$891K +$172K +630 +24%
BRWA
691
B. Riley Wealth Advisors
Florida
$886K -$175K -642 -17%
CCG
692
Capital CS Group
California
$885K +$885K +3,246 New
DADC
693
D.A. Davidson & Co
Montana
$878K +$49.9K +183 +6%
UFF
694
USA Financial Formulas
Michigan
$873K +$873K +3,201 New
CSIC
695
Clifford Swan Investment Counsel
California
$868K +$20.5K +75 +2%
PCS
696
Personal CFO Solutions
New Jersey
$866K +$1.64K +6 +0.2%
BJL
697
Brighton Jones LLC
Washington
$865K -$9K -33 -1%
CCA
698
Checchi Capital Advisers
California
$863K -$51.5K -189 -6%
MCC
699
Money Concepts Capital
Florida
$861K +$861K +3,156 New
ATC
700
Argent Trust Co
Tennessee
$860K -$73.6K -270 -8%
26 27
28
29 30