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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 %
TC
726
TwinBeech Capital
New York
$370K +$76.4K +402 +26%
BOS
727
Bank of Stockton
California
$370K +$370K +1,950 New
JFA
728
Johanson Financial Advisors
California
$366K -$1.71K -9 -0.5%
IWC
729
Integrated Wealth Concepts
Massachusetts
$362K +$44.5K +234 +14%
FIB
730
First Interstate Bank
Montana
$360K +$360K +1,893 New
HFM
731
Harvest Fund Management
China
$357K +$110K +573 +44%
JSC
732
Jackson Square Capital
California
$353K +$3.42K +18 +1%
TMAM
733
Tokio Marine Asset Management
Japan
$351K +$38.2K +201 +12%
DWT
734
Dorsey & Whitney Trust
South Dakota
$350K +$350K +1,845 New
Lido Advisors
735
Lido Advisors
California
$349K -$69.7K -366 -17%
FPA
736
First Pacific Advisors
California
$348K -$528K -2,775 -60%
FC
737
FORA Capital
Florida
$347K +$347K +1,827 New
CCM
738
Coldstream Capital Management
Washington
$344K +$27.3K +144 +9%
SWM
739
SeaCrest Wealth Management
New York
$344K +$49.6K +261 +17%
CICI
740
Capital Investment Counsel Inc
North Carolina
$342K – – –
FWM
741
Frontier Wealth Management
Missouri
$342K – – –
CM
742
Castleark Management
Illinois
$342K – – –
LIM
743
Leavell Investment Management
Alabama
$342K – – –
AWM
744
Altium Wealth Management
New York
$342K +$5.69K +30 +2%
PI
745
Parkside Investments
Illinois
$341K – – –
FFS
746
Founders Financial Securities
Maryland
$339K +$67.2K +336 +25%
PPP
747
Private Portfolio Partners
New Jersey
$337K -$10.8K -57 -3%
LC
748
Lindbrook Capital
California
$337K -$9.11K -48 -3%
HKAM
749
Horizon Kinetics Asset Management
New York
$336K – – –
ClearBridge Investments
750
ClearBridge Investments
New York
$335K – – –
28 29
30
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