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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 %
HA
751
HYA Advisors
Missouri
$487K – – –
RIL
752
Rothschild Investment LLC
Illinois
$486K +$24.8K +105 +5%
TMAM
753
Tokio Marine Asset Management
Japan
$486K +$49K +207 +11%
GFS
754
GYL Financial Synergies
Connecticut
$481K -$74.5K -315 -13%
NAM
755
North American Management
Massachusetts
$479K -$42.6K -180 -8%
MCM
756
Manchester Capital Management
Vermont
$475K +$2.13K +9 +0.5%
ZCM
757
Ziegler Capital Management
Illinois
$473K -$1.95M -8,223 -80%
ED
758
Exane Derivatives
France
$472K -$9.22K -39 -2%
CCG
759
Cypress Capital Group
Florida
$469K -$128K -540 -21%
CPIG
760
Chicago Partners Investment Group
Illinois
$469K +$30K +132 +7%
FNT
761
First National Trust
Pennsylvania
$467K -$2.13K -9 -0.5%
STA
762
Summit Trail Advisors
New York
$458K +$126K +510 +38%
CC
763
Cornerstone Capital
California
$458K +$458K +1,935 New
FFA
764
First Foundation Advisors
California
$453K -$50.3K -213 -10%
Lido Advisors
765
Lido Advisors
California
$452K +$18.4K +78 +4%
JSC
766
Jackson Square Capital
California
$450K +$10.6K +45 +2%
PCM
767
Penserra Capital Management
California
$447K +$447K +1,890 New
AWM
768
Altium Wealth Management
New York
$443K +$17K +72 +4%
TFA
769
Toth Financial Advisory
Virginia
$443K +$60.2K +255 +16%
HKAM
770
Horizon Kinetics Asset Management
New York
$442K +$23.4K +99 +6%
HAG
771
HighPoint Advisor Group
Illinois
$441K +$69.1K +285 +19%
CCM
772
Coldstream Capital Management
Washington
$440K +$12K +51 +3%
FPA
773
First Pacific Advisors
California
$433K – – –
CIA
774
CSat Investment Advisory
Michigan
$430K +$36.9K +156 +9%
CICI
775
Capital Investment Counsel Inc
North Carolina
$426K – – –
29 30
31
32 33