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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 %
MC
751
Moors & Cabot
Massachusetts
$333K -$3.42K -18 -1%
WSTAM
752
Wilbanks Smith & Thomas Asset Management
Virginia
$333K +$81.4K +429 +32%
FNBOH
753
First National Bank of Hutchinson
Kansas
$332K +$4.56K +24 +1%
ALAM
754
Asahi Life Asset Management
Japan
$331K +$331K +1,740 New
AWM
755
Avior Wealth Management
Nebraska
$330K +$251K +1,326 +318%
SLG
756
Stanley-Laman Group
Pennsylvania
$330K +$330K +1,737 New
BSW
757
Buckingham Strategic Wealth
Missouri
$329K +$329K +1,734 New
TIA
758
Tiemann Investment Advisors
California
$328K +$2.85K +15 +0.9%
WWM
759
Windsor Wealth Management
Indiana
$325K – – –
ECM
760
Evergreen Capital Management
Washington
$323K +$323K +1,698 New
CAM
761
CenterStar Asset Management
Illinois
$321K – – –
IA
762
Independence Advisors
Pennsylvania
$320K -$9.68K -51 -3%
ACM
763
Advisors Capital Management
New Jersey
$320K -$1.71K -9 -0.5%
PWPS
764
Pinnacle Wealth Planning Services
Ohio
$318K -$37.6K -198 -11%
RI
765
Rudd International
Florida
$318K +$14.8K +78 +5%
CB
766
CNB Bank
Pennsylvania
$318K +$37K +195 +13%
AAM
767
Azzad Asset Management
Virginia
$316K +$27.3K +144 +9%
CIA
768
CSat Investment Advisory
Michigan
$315K -$19.9K -105 -6%
EWA
769
Exencial Wealth Advisors
Oklahoma
$315K – – –
WIA
770
Wealthstreet Investment Advisors
Texas
$314K +$314K +1,653 New
BFO
771
Biltmore Family Office
North Carolina
$313K -$63.3K -333 -17%
ARMT
772
Amica Retiree Medical Trust
Rhode Island
$313K – – –
PCM
773
Parsons Capital Management
Rhode Island
$311K – – –
Cerity Partners
774
Cerity Partners
New York
$310K +$9.12K +48 +3%
TI
775
Tidal Investments
Wisconsin
$309K -$21.1K -111 -6%
29 30
31
32 33