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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 %
PCM
726
Penserra Capital Management
California
$288K -$1.96M -10,926 -87%
IA
727
Independence Advisors
Pennsylvania
$287K – – –
CFGS
728
Concourse Financial Group Securities
Alabama
$287K +$90.7K +549 +46%
TI
729
Tidal Investments
Wisconsin
$287K +$96.5K +585 +51%
FNBOH
730
First National Bank of Hutchinson
Kansas
$285K +$285K +1,725 New
TIA
731
Tiemann Investment Advisors
California
$282K -$22.3K -135 -7%
WWM
732
Windsor Wealth Management
Indiana
$282K -$1.48K -9 -0.5%
ACM
733
Advisors Capital Management
New Jersey
$279K -$46.5K -282 -14%
SC
734
Savant Capital
Illinois
$279K -$10.4K -63 -4%
HBT
735
Hills Bank & Trust
Iowa
$278K -$2.97K -18 -1%
CCM
736
Coldstream Capital Management
Washington
$276K -$58.1K -351 -17%
BP
737
Ballentine Partners
Massachusetts
$276K +$59.8K +363 +28%
IWC
738
Integrated Wealth Concepts
Massachusetts
$276K +$103K +624 +60%
CAM
739
Claret Asset Management
Quebec, Canada
$275K -$29.2K -177 -10%
RI
740
Redwood Investments
Massachusetts
$274K -$1.77M -10,743 -87%
SFS
741
Sowell Financial Services
Arkansas
$274K +$72.3K +438 +36%
EWA
742
Exencial Wealth Advisors
Oklahoma
$273K +$60.3K +366 +28%
TMAM
743
Tokio Marine Asset Management
Japan
$272K +$59.9K +363 +28%
VCP
744
Verus Capital Partners
Arizona
$272K +$68.2K +414 +33%
ARMT
745
Amica Retiree Medical Trust
Rhode Island
$272K +$115K +699 +74%
PCM
746
Parsons Capital Management
Rhode Island
$270K – – –
BUB
747
BBVA USA Bancshares
Texas
$270K +$270K +1,632 New
FMT
748
First Mercantile Trust
Tennessee
$269K +$269K +1,629 New
MC
749
Matisse Capital
Oregon
$268K – – –
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$266K -$33.2K -201 -11%
28 29
30
31 32