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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 %
WI
726
WrapManager Inc
California
$749K +$40.1K +147 +6%
CT
727
Columbia Trust
Oregon
$747K +$747K +2,742 New
SWM
728
Segment Wealth Management
Texas
$742K +$20.5K +75 +3%
QP
729
Quilter Plc
United Kingdom
$741K +$24.5K +90 +3%
TTWM
730
TCV Trust & Wealth Management
Virginia
$740K – – –
EH
731
Employers Holdings
Nevada
$736K – – –
SRC
732
Stone Run Capital
New York
$736K – – –
BRWM
733
B. Riley Wealth Management
Tennessee
$734K -$55.6K -204 -7%
CG
734
Caprock Group
Idaho
$729K -$37.6K -138 -5%
GA
735
GoalVest Advisory
New York
$723K +$723K +2,652 New
SFS
736
Sowell Financial Services
Arkansas
$721K -$146K -534 -17%
Cerity Partners
737
Cerity Partners
New York
$721K +$78.6K +288 +12%
TI
738
Tidal Investments
Wisconsin
$720K +$230K +843 +47%
RJT
739
Raymond James Trust
Florida
$716K +$61.4K +225 +9%
CA
740
Cetera Advisors
Colorado
$715K +$62.2K +228 +10%
FDCDDQ
741
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K +$277K +1,017 +64%
WGA
742
Weather Gauge Advisory
Virginia
$709K -$245K -900 -26%
BOM
743
Bank of Marin
California
$708K – – –
IFWM
744
Institute for Wealth Management
Colorado
$708K +$105K +387 +18%
WP
745
WMS Partners
Maryland
$706K +$32.7K +120 +5%
CCM
746
Community Capital Management
Florida
$699K – – –
HBT
747
Heartland Bank & Trust
Illinois
$698K +$698K +2,559 New
PAM
748
Paradigm Asset Management
New York
$695K -$491K -1,800 -41%
CGI
749
Comgest Global Investors
France
$695K -$164K -600 -19%
CPIG
750
Chicago Partners Investment Group
Illinois
$682K +$170K +684 +33%
28 29
30
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