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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 %
PGFC
701
Peapack-Gladstone Financial Corp
New Jersey
$321K +$91.8K +555 +40%
JFA
702
Johanson Financial Advisors
California
$320K -$218M -1,321,059 -100%
CWM
703
Calamos Wealth Management
Illinois
$320K -$117K -711 -27%
WCM
704
Weik Capital Management
Pennsylvania
$317K – – –
VWA
705
V Wealth Advisors
Kansas
$317K +$317K +1,923 New
CAM
706
Cresset Asset Management
Illinois
$313K +$313K +1,899 New
IC
707
IEQ Capital
California
$312K +$10.9K +66 +4%
PWPS
708
Pinnacle Wealth Planning Services
Ohio
$308K +$55.3K +336 +22%
DS
709
DRW Securities
Illinois
$305K +$305K +1,848 New
JSC
710
Jackson Square Capital
California
$304K -$171K -1,035 -36%
PPP
711
Private Portfolio Partners
New Jersey
$303K +$106K +639 +54%
LC
712
Lindbrook Capital
California
$301K +$43.1K +261 +17%
LFAS
713
Level Four Advisory Services
Texas
$301K +$72.4K +444 +32%
ZIC
714
ZWJ Investment Counsel
Georgia
$300K -$12.4K -75 -4%
KA
715
Kovack Advisors
Florida
$299K -$6.44K -39 -2%
FWM
716
Frontier Wealth Management
Missouri
$297K -$201K -1,218 -40%
CICI
717
Capital Investment Counsel Inc
North Carolina
$297K -$79.2K -480 -21%
LIM
718
Leavell Investment Management
Alabama
$297K – – –
PI
719
Parkside Investments
Illinois
$297K – – –
CM
720
Castleark Management
Illinois
$297K – – –
AWM
721
Altium Wealth Management
New York
$293K +$40.7K +246 +16%
HKAM
722
Horizon Kinetics Asset Management
New York
$292K -$93.5K -567 -24%
MC
723
Moors & Cabot
Massachusetts
$292K – – –
ClearBridge Investments
724
ClearBridge Investments
New York
$291K – – –
CIA
725
CSat Investment Advisory
Michigan
$291K +$96.3K +585 +49%
27 28
29
30 31