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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
$710M
2
Fisher Asset Management
Fisher Asset Management
Washington
$350M
3
Capital World Investors
Capital World Investors
California
$2.46B
4
SGA
Sustainable Growth Advisers
Connecticut
$237M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$466M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$466M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$473M
3
JFA
Johanson Financial Advisors
California
$320K
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$480M
5
Coatue Management
Coatue Management
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
776
Yorktown Management & Research Company
Virginia
$248K +$248K +1,500 New
EMG
777
ETF Managers Group
New Jersey
$247K +$24.2K +144 +11%
LWM
778
Laidlaw Wealth Management
New York
$247K +$45.1K +273 +22%
CB
779
CNB Bank
Pennsylvania
$245K +$37.7K +228 +18%
ACA
780
Aptus Capital Advisors
Alabama
$243K – – –
NFG
781
Nations Financial Group
Iowa
$242K +$11.9K +72 +5%
GT
782
Glenview Trust
Kentucky
$239K -$115K -696 -32%
HR
783
Hayden Royal
North Carolina
$239K +$239K +1,446 New
CFN
784
Cordasco Financial Network
Florida
$238K – – –
CA
785
Cambridge Advisors
Nebraska
$238K – – –
HA
786
Harfst & Associates
Wyoming
$237K +$2.97K +18 +1%
CCT
787
Country Club Trust
Missouri
$235K +$27.7K +165 +13%
NNP
788
Nachman Norwood & Parrott
South Carolina
$234K – – –
BRWM
789
B. Riley Wealth Management
Tennessee
$234K +$109K +660 +87%
AW
790
Alpha Windward
Massachusetts
$233K -$10.9K -66 -4%
FFN
791
Focus Financial Network
Minnesota
$233K +$8.91K +54 +4%
MGIM
792
M&G Investment Management
United Kingdom
$232K -$31.7K -192 -12%
MFW
793
Meristem Family Wealth
Minnesota
$230K +$13.9K +84 +6%
WHG
794
Westwood Holdings Group
Texas
$230K +$230K +1,395 New
PAS
795
Park Avenue Securities
New York
$228K +$12.4K +75 +6%
BFPW
796
BOK Financial Private Wealth
Colorado
$226K +$10.4K +63 +5%
HSA
797
HBK Sorce Advisory
Pennsylvania
$226K +$57.5K +348 +34%
FFS
798
Founders Financial Securities
Maryland
$224K +$224K +1,359 New
DWA
799
Douglass Winthrop Advisors
New York
$223K -$12.4K -75 -5%
IA
800
IFP Advisors
Florida
$222K +$9.61K +57 +5%
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