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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 %
LIM
776
Leavell Investment Management
Alabama
$426K – – –
FWM
777
Frontier Wealth Management
Missouri
$426K – – –
CM
778
Castleark Management
Illinois
$426K – – –
TI
779
Tidal Investments
Wisconsin
$425K +$39.7K +168 +10%
DWT
780
Dorsey & Whitney Trust
South Dakota
$424K -$12.1K -51 -3%
SLG
781
Stanley-Laman Group
Pennsylvania
$424K +$13.5K +57 +3%
SB
782
Strategic Blueprint
Georgia
$424K +$424K +1,794 New
LC
783
Lindbrook Capital
California
$423K +$2.84K +12 +0.7%
SWM
784
SeaCrest Wealth Management
New York
$421K -$7.81K -33 -2%
QC
785
QCM Cayman
Texas
$421K +$137K +582 +49%
PPP
786
Private Portfolio Partners
New Jersey
$420K – – –
BOS
787
Bank of Stockton
California
$420K -$41.1K -174 -9%
HSA
788
HBK Sorce Advisory
Pennsylvania
$419K +$84.5K +357 +25%
TAM
789
Trust Asset Management
Texas
$419K +$419K +1,770 New
Cetera Investment Advisers
790
Cetera Investment Advisers
Illinois
$417K -$153K -645 -27%
ClearBridge Investments
791
ClearBridge Investments
New York
$417K – – –
WSTAM
792
Wilbanks Smith & Thomas Asset Management
Virginia
$416K +$1.42K +6 +0.3%
ECM
793
Evergreen Capital Management
Washington
$416K +$14.9K +63 +4%
WWM
794
Windsor Wealth Management
Indiana
$414K +$7.84K +33 +2%
GC
795
GFG Capital
Florida
$414K +$414K +1,752 New
MC
796
Maverick Capital
Texas
$413K +$413K +1,746 New
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$411K +$14.9K +63 +4%
PIA
798
Perennial Investment Advisors
California
$409K +$34.1K +144 +9%
FNBOH
799
First National Bank of Hutchinson
Kansas
$408K -$5.68K -24 -1%
TFM
800
TFC Financial Management
Massachusetts
$404K +$404K +1,707 New
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32
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