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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 %
FFA
701
First Foundation Advisors
California
$405K +$16K +84 +4%
CC
702
Cannell & Co
New York
$405K +$28.5K +150 +8%
FWM
703
Foresight Wealth Management
Utah
$405K +$35.3K +186 +10%
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$403K -$12.5K -66 -3%
WOSD
705
WFA of San Diego
California
$402K +$402K +2,115 New
LWMM
706
Legacy Wealth Management (Mississippi)
Mississippi
$402K +$31.9K +168 +9%
AIC
707
Archer Investment Corporation
Indiana
$399K -$256K -1,350 -39%
MSE
708
MUFG Securities EMEA
United Kingdom
$398K -$15.8M -82,869 -98%
CS
709
Cannell & Spears
New York
$398K -$196K -1,032 -33%
LFAS
710
Level Four Advisory Services
Texas
$395K +$42.9K +225 +12%
FMLI
711
Fukoku Mutual Life Insurance
Japan
$393K – – –
HA
712
HYA Advisors
Missouri
$391K – – –
CG
713
Caprock Group
Idaho
$391K +$105K +555 +37%
ED
714
Exane Derivatives
France
$386K +$311K +1,638 +414%
BHB
715
Bank Hapoalim BM
Israel
$386K +$99.8K +525 +35%
MS
716
Maven Securities
Jersey
$383K -$151K -795 -28%
MCM
717
Manchester Capital Management
Vermont
$380K – – –
TFA
718
Transamerica Financial Advisors
Florida
$380K +$380K +2,001 New
MAFM
719
Mid Atlantic Financial Management
Pennsylvania
$379K -$11.4K -60 -3%
FNT
720
First National Trust
Pennsylvania
$377K +$377K +1,983 New
PAS
721
Park Avenue Securities
New York
$376K +$114K +597 +43%
ETC
722
Exchange Traded Concepts
Oklahoma
$375K +$207K +1,089 +123%
FDCDDQ
723
Federation des caisses Desjardins du Quebec
Quebec, Canada
$372K +$66.1K +348 +22%
PGFC
724
Peapack-Gladstone Financial Corp
New Jersey
$372K +$3.98K +21 +1%
RIL
725
Rothschild Investment LLC
Illinois
$370K – – –
27 28
29
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