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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 %
FHA
701
Flagship Harbor Advisors
Massachusetts
$847K -$45K -165 -5%
SWP
702
Stratos Wealth Partners
Ohio
$837K -$35.2K -129 -4%
PWP
703
Private Wealth Partners
California
$832K – – –
CAM
704
Congress Asset Management
Massachusetts
$829K +$60.6K +222 +8%
CCM
705
Conway Capital Management
California
$825K +$825K +3,027 New
KIA
706
KCM Investment Advisors
California
$818K +$1.64K +6 +0.2%
JCM
707
JS Capital Management
New York
$818K +$818K +3,000 New
FC
708
FORA Capital
Florida
$810K +$810K +2,970 New
FNT
709
First National Trust
Pennsylvania
$809K +$271K +993 +50%
PA
710
Parallel Advisors
California
$800K +$12.3K +45 +2%
MAFM
711
Mid Atlantic Financial Management
Pennsylvania
$793K -$14.7K -54 -2%
TIA
712
Tiemann Investment Advisors
California
$791K +$20.5K +75 +3%
ALAM
713
Asahi Life Asset Management
Japan
$785K +$654K +2,397 +499%
MCIA
714
Mountain Capital Investment Advisors
Colorado
$778K -$57.8K -213 -7%
CGL
715
Clarius Group LLC
Washington
$774K +$37.6K +138 +5%
HI
716
Horizon Investments
North Carolina
$772K -$1.64K -6 -0.2%
PF
717
Phoenix Financial
Israel
$769K +$356K +1,314 +86%
SS
718
Sunbelt Securities
Texas
$767K -$22.9K -84 -3%
CC
719
Cornerstone Capital
California
$765K +$237K +870 +45%
NPF
720
Norris Perne & French
Michigan
$762K +$70.4K +258 +10%
SVWAG
721
Sound View Wealth Advisors Group
Georgia
$760K – – –
CW
722
CreativeOne Wealth
Kansas
$759K +$306K +1,122 +68%
CCM
723
Coldstream Capital Management
Washington
$753K +$245K +900 +48%
IEFM
724
IQ EQ Fund Management
Ireland
$752K – – –
RS
725
Retirement Solution
Washington
$751K +$751K +2,754 New
27 28
29
30 31