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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 %
HWA
751
HCR Wealth Advisors
California
$264K -$4.46K -27 -2%
RI
752
Rudd International
Florida
$263K +$8.39K +51 +3%
Cerity Partners
753
Cerity Partners
New York
$261K -$30.2K -183 -10%
PIA
754
Perennial Investment Advisors
California
$261K – – –
CYG
755
Clean Yield Group
Vermont
$260K – – –
AMC
756
Asset Management Corp
Illinois
$258K -$24.8K -150 -9%
SIM
757
Sonora Investment Management
Arizona
$258K +$248K +1,500 +2,381%
MCM
758
MAI Capital Management
Ohio
$257K +$35.7K +216 +16%
SWM
759
SeaCrest Wealth Management
New York
$256K +$12.9K +78 +5%
NAS
760
Nicolet Advisory Services
Wisconsin
$255K -$36.6K -222 -13%
CCP
761
Clarkston Capital Partners
Michigan
$255K +$32.2K +195 +14%
TC
762
TwinBeech Capital
New York
$255K +$255K +1,545 New
WPC
763
Waters Parkerson & Co
Louisiana
$253K – – –
BIAS
764
Beacon Investment Advisory Services
New Jersey
$253K +$253K +1,530 New
CPIG
765
Chicago Partners Investment Group
Illinois
$252K +$252K +1,437 New
VAS
766
Vestmark Advisory Solutions
Massachusetts
$251K +$251K +1,518 New
MFG
767
Magnus Financial Group
New York
$251K +$251K +1,521 New
AAM
768
Azzad Asset Management
Virginia
$251K -$254K -1,542 -50%
BHB
769
Bank Hapoalim BM
Israel
$249K -$11.4K -69 -4%
CG
770
Caprock Group
Idaho
$249K -$1.98K -12 -0.8%
MIH
771
Meitav Investment House
Israel
$248K -$100K -606 -29%
RMDI
772
R.M. Davis Inc
Maine
$248K – – –
BA
773
Birinyi Associates
Connecticut
$248K – – –
NG
774
Northstar Group
New York
$248K – – –
TFGT
775
TS Financial Group (TSFG)
Illinois
$248K +$495 +3 +0.2%
29 30
31
32 33