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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 %
SBIA
776
Sheaff Brock Investment Advisors
Indiana
$595K – – –
HCMNY
777
Howard Capital Management (New York)
New York
$594K -$101K -372 -15%
JIC
778
Joel Isaacson & Co
New York
$593K – – –
WIA
779
Wealthstreet Investment Advisors
Texas
$590K -$24.5K -90 -4%
HAG
780
HighPoint Advisor Group
Illinois
$588K +$116K +447 +25%
SWP
781
Strategic Wealth Partners
Ohio
$586K +$195K +714 +50%
WAP
782
Wealthcare Advisory Partners
Pennsylvania
$582K +$4.09K +15 +0.7%
CC
783
Cannell & Co
New York
$581K – – –
EWM
784
Endurance Wealth Management
Rhode Island
$579K -$14.7K -54 -2%
JWCA
785
J.W. Cole Advisors
Florida
$578K -$461K -1,689 -44%
AWM
786
Avior Wealth Management
Nebraska
$578K +$816 +3 +0.1%
BIAS
787
Beacon Investment Advisory Services
New Jersey
$577K -$66.3K -243 -10%
LWMM
788
Legacy Wealth Management (Mississippi)
Mississippi
$577K – – –
AIC
789
Archer Investment Corporation
Indiana
$573K – – –
CS
790
Cannell & Spears
New York
$571K – – –
FMLI
791
Fukoku Mutual Life Insurance
Japan
$564K -$81.9K -300 -13%
JSC
792
Jackson Square Capital
California
$562K +$43.4K +159 +8%
HA
793
HYA Advisors
Missouri
$561K – – –
HSA
794
HBK Sorce Advisory
Pennsylvania
$555K +$72.7K +267 +15%
TPM
795
Triasima Portfolio Management
Quebec, Canada
$555K +$555K +2,034 New
IP
796
Intellectus Partners
California
$550K +$111K +408 +25%
VAS
797
Vestmark Advisory Solutions
Massachusetts
$546K +$130K +477 +31%
ZCM
798
Ziegler Capital Management
Illinois
$545K – – –
GFS
799
GYL Financial Synergies
Connecticut
$544K -$11.5K -42 -2%
AFP
800
Ausdal Financial Partners
Iowa
$540K -$154K -564 -22%
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