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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 %
RE
801
RBC Europe
United Kingdom
$221K +$45.1K +273 +26%
RWA
802
Ropes Wealth Advisors
Massachusetts
$219K +$24.2K +147 +12%
DP
803
Dearborn Partners
Illinois
$219K +$48.1K +291 +28%
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$219K +$219K +1,326 New
PVH
805
Psagot Value Holdings
Israel
$218K -$41K -249 -16%
HFM
806
Harvest Fund Management
China
$213K +$53K +321 +33%
OWD
807
Osborn Williams & Donohoe
Ohio
$211K – – –
STA
808
Summit Trail Advisors
New York
$210K +$210K +1,275 New
LC
809
Lavaca Capital
Texas
$209K -$145K -879 -41%
RCAG
810
Rehmann Capital Advisory Group
Michigan
$207K +$207K +1,251 New
FI
811
FormulaFolio Investments
Michigan
$206K -$153K -924 -43%
CMI
812
Clare Market Investments
Texas
$206K +$29.7K +180 +17%
SHWM
813
Smith & Howard Wealth Management
Georgia
$203K -$13.9K -84 -6%
VWM
814
Vigilare Wealth Management
Arizona
$203K -$11.9K -72 -6%
SWM
815
Segment Wealth Management
Texas
$203K +$29.8K +180 +17%
SIC
816
SFE Investment Counsel
California
$202K – – –
PFBT
817
Parkside Financial Bank & Trust
Missouri
$201K +$71.6K +432 +55%
BAM
818
Belpointe Asset Management
Nevada
$194K -$80.7K -489 -29%
ZB
819
Zions Bancorporation
Utah
$193K +$135K +819 +233%
PI
820
PineBridge Investments
New York
$181K +$181K +1,095 New
QCG
821
Quadrant Capital Group
Ohio
$180K +$22.4K +141 +14%
FP
822
Financial Perspectives
Minnesota
$178K – – –
HWA
823
Heritage Wealth Advisors
Virginia
$173K – – –
TPWA
824
TRUE Private Wealth Advisors
Oregon
$169K -$25.1K -153 -13%
TFS
825
TrustCore Financial Services
Tennessee
$169K – – –
31 32
33
34 35