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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 %
MFG
776
Magnus Financial Group
New York
$309K +$20.5K +108 +7%
MC
777
Matisse Capital
Oregon
$308K – – –
TFA
778
Toth Financial Advisory
Virginia
$308K +$222K +1,170 +260%
SC
779
Savant Capital
Illinois
$307K -$13.7K -72 -4%
BP
780
Ballentine Partners
Massachusetts
$307K -$10.8K -57 -3%
MS
781
Mizuho Securities
Japan
$307K +$307K +1,860 New
CWM
782
Calamos Wealth Management
Illinois
$305K -$63.9K -336 -17%
GSWM
783
Golden State Wealth Management
California
$301K -$128K -675 -30%
PIA
784
Perennial Investment Advisors
California
$301K – – –
CC
785
Centiva Capital
New York
$300K -$1.83M -9,603 -86%
DT
786
Diversified Trust
Tennessee
$300K -$70.7K -372 -19%
CYG
787
Clean Yield Group
Vermont
$299K – – –
FMP
788
Financial Management Professionals
Texas
$297K +$297K +1,566 New
AMC
789
Asset Management Corp
Illinois
$296K – – –
MMC
790
Mizuho Markets Cayman
Cayman Islands
$295K -$726K -3,825 -71%
TW
791
TrinityPoint Wealth
Connecticut
$295K +$295K +1,551 New
HAG
792
HighPoint Advisor Group
Illinois
$294K -$257K -1,341 -47%
CCP
793
Clarkston Capital Partners
Michigan
$293K – – –
NAS
794
Nicolet Advisory Services
Wisconsin
$293K – – –
EA
795
Ellsworth Advisors
Ohio
$293K +$293K +1,542 New
WPC
796
Waters Parkerson & Co
Louisiana
$291K – – –
WA
797
Wambolt & Associates
Colorado
$291K +$291K +1,533 New
ACM
798
AlphaCrest Capital Management
New York
$288K -$324K -1,704 -53%
WA
799
WBH Advisory
Maryland
$288K – – –
TFGT
800
TS Financial Group (TSFG)
Illinois
$288K +$2.85K +15 +1%
30 31
32
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