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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 %
FWM
726
Foresight Wealth Management
Utah
$556K +$51.8K +219 +10%
AA
727
Ancora Advisors
Ohio
$551K -$131K -555 -19%
GFP
728
Gryphon Financial Partners
Ohio
$551K – – –
TC
729
TwinBeech Capital
New York
$551K +$90.2K +381 +20%
CC
730
Centiva Capital
New York
$549K +$176K +744 +47%
CTC
731
Central Trust Company
Missouri
$542K -$74.6K -315 -12%
DI
732
Diligent Investors
California
$536K – – –
HT
733
Heritage Trust
Oklahoma
$536K +$16.3K +69 +3%
RIM
734
Rampart Investment Management
Connecticut
$534K -$999K -4,221 -65%
WIA
735
Wealthstreet Investment Advisors
Texas
$533K +$142K +600 +36%
BM
736
Brandywine Managers
Delaware
$532K – – –
IFWM
737
Institute for Wealth Management
Colorado
$523K -$15.6K -66 -3%
DWM
738
Dakota Wealth Management
Florida
$521K +$224K +945 +75%
HI
739
Harrington Investments
California
$519K -$60.3K -255 -10%
SBIA
740
Sheaff Brock Investment Advisors
Indiana
$516K +$1.42K +6 +0.3%
EWM
741
Endurance Wealth Management
Rhode Island
$515K – – –
JIC
742
Joel Isaacson & Co
New York
$514K – – –
DWA
743
Douglass Winthrop Advisors
New York
$508K – – –
CC
744
Cannell & Co
New York
$504K – – –
WAP
745
Wealthcare Advisory Partners
Pennsylvania
$502K – – –
AWM
746
Avior Wealth Management
Nebraska
$501K +$89.3K +378 +22%
LWMM
747
Legacy Wealth Management (Mississippi)
Mississippi
$500K – – –
AIC
748
Archer Investment Corporation
Indiana
$497K – – –
CS
749
Cannell & Spears
New York
$495K – – –
SP
750
Symmetry Partners
Connecticut
$495K +$495K +2,094 New
28 29
30
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