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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 %
HCM
701
Howard Capital Management
Georgia
$621K +$40.5K +171 +7%
WP
702
WealthPLAN Partners
Nebraska
$618K +$618K +2,502 New
BOM
703
Bank of Marin
California
$614K -$207K -873 -25%
WI
704
WrapManager Inc
California
$614K +$614K +2,598 New
DBT
705
Dubuque Bank & Trust
Iowa
$609K – – –
CCM
706
Community Capital Management
Florida
$606K – – –
HCMNY
707
Howard Capital Management (New York)
New York
$603K -$35.5K -150 -6%
AFP
708
Ausdal Financial Partners
Iowa
$602K +$36.2K +153 +6%
NPF
709
Norris Perne & French
Michigan
$600K -$49.7K -210 -8%
HIA
710
Harbor Investment Advisory
Maryland
$600K +$61.7K +261 +11%
WP
711
WMS Partners
Maryland
$584K +$4.97K +21 +0.9%
PGFC
712
Peapack-Gladstone Financial Corp
New Jersey
$583K +$119K +504 +26%
S
713
SignatureFD
Georgia
$579K +$9.93K +42 +2%
IC
714
IEQ Capital
California
$578K +$578K +2,445 New
Marshall Wace
715
Marshall Wace
United Kingdom
$577K -$3.79M -16,005 -87%
Luther King Capital Management (LKCM)
716
Luther King Capital Management (LKCM)
Texas
$573K +$573K +2,421 New
CIM
717
CIM Investment Management
Pennsylvania
$571K +$571K +2,415 New
RJT
718
Raymond James Trust
Florida
$567K +$6.38K +27 +1%
CA
719
Cetera Advisors
Colorado
$566K +$272K +1,149 +92%
HIIFS
720
Harel Insurance Investments & Financial Services
Israel
$561K +$710 +3 +0.1%
DIA
721
Dana Investment Advisors
Wisconsin
$560K -$38.3K -162 -6%
FMLI
722
Fukoku Mutual Life Insurance
Japan
$560K +$71K +300 +15%
BIAS
723
Beacon Investment Advisory Services
New Jersey
$557K -$5.67K -24 -1%
ECM
724
ETrade Capital Management
Virginia
$557K +$4.97K +21 +0.9%
Cerity Partners
725
Cerity Partners
New York
$557K +$171K +723 +44%
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29
30 31