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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 %
HIA
751
Harbor Investment Advisory
Maryland
$677K -$15.6K -57 -2%
B
752
Barings
North Carolina
$670K -$199K -729 -23%
DBT
753
Dubuque Bank & Trust
Iowa
$669K -$32.7K -120 -5%
AC
754
Avestar Capital
New York
$662K +$272K +999 +70%
DIA
755
Dana Investment Advisors
Wisconsin
$654K +$8.19K +30 +1%
TIAM2
756
Tru Independence Asset Management 2
Oregon
$649K +$649K +2,379 New
HA
757
Harfst & Associates
Wyoming
$646K +$236K +867 +58%
FMB
758
Field & Main Bank
Kentucky
$644K -$81.8K -300 -11%
GFP
759
Gryphon Financial Partners
Ohio
$638K +$1.64K +6 +0.3%
AA
760
Ancora Advisors
Ohio
$635K – – –
1WA
761
180 Wealth Advisors
Washington
$634K +$235K +906 +59%
TAM
762
Trust Asset Management
Texas
$633K +$150K +552 +31%
CAM
763
Cresset Asset Management
Illinois
$631K -$185K -678 -23%
S
764
SignatureFD
Georgia
$630K -$37.6K -138 -6%
FI
765
FormulaFolio Investments
Michigan
$620K +$620K +2,274 New
DI
766
Diligent Investors
California
$618K – – –
HT
767
Heritage Trust
Oklahoma
$618K – – –
DWM
768
Dakota Wealth Management
Florida
$616K +$15.5K +57 +3%
CTC
769
Central Trust Company
Missouri
$615K -$9.83K -36 -2%
AWM
770
Altium Wealth Management
New York
$615K +$104K +381 +20%
BM
771
Brandywine Managers
Delaware
$614K – – –
DWA
772
Douglass Winthrop Advisors
New York
$610K +$24.5K +90 +4%
II
773
Inspire Investing
Idaho
$605K -$730K -2,676 -55%
HI
774
Harrington Investments
California
$598K – – –
TMAM
775
Tokio Marine Asset Management
Japan
$598K +$37.6K +138 +7%
29 30
31
32 33