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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 %
AAF
801
Andra AP-fonden
Sweden
$285K -$3.36M -17,700 -92%
MCM
802
MAI Capital Management
Ohio
$285K -$10.8K -57 -4%
NG
803
Northstar Group
New York
$285K – – –
YMRC
804
Yorktown Management & Research Company
Virginia
$285K – – –
RMDI
805
R.M. Davis Inc
Maine
$285K – – –
LWM
806
Laidlaw Wealth Management
New York
$284K – – –
RE
807
RBC Europe
United Kingdom
$283K +$28.5K +150 +11%
ECM
808
EagleClaw Capital Management
Massachusetts
$282K +$282K +1,485 New
NFG
809
Nations Financial Group
Iowa
$279K – – –
SWM
810
Segment Wealth Management
Texas
$278K +$44.5K +234 +19%
HA
811
Harfst & Associates
Wyoming
$276K +$3.41K +18 +1%
GT
812
Glenview Trust
Kentucky
$275K – – –
CFN
813
Cordasco Financial Network
Florida
$274K – – –
CA
814
Cambridge Advisors
Nebraska
$274K – – –
FHC
815
First Heartland Consultants
Missouri
$274K +$274K +1,440 New
CRCM
816
Corbett Road Capital Management
Virginia
$274K +$274K +1,443 New
HWA
817
HCR Wealth Advisors
California
$272K -$34.5K -180 -11%
RCAG
818
Rehmann Capital Advisory Group
Michigan
$271K +$33.1K +174 +14%
FFN
819
Focus Financial Network
Minnesota
$270K +$2.28K +12 +0.9%
NNP
820
Nachman Norwood & Parrott
South Carolina
$269K – – –
CCT
821
Country Club Trust
Missouri
$269K +$11.1K +60 +4%
HSA
822
HBK Sorce Advisory
Pennsylvania
$268K +$8.54K +45 +3%
MGIM
823
M&G Investment Management
United Kingdom
$267K – – –
BFPW
824
BOK Financial Private Wealth
Colorado
$267K +$6.83K +36 +3%
MFW
825
Meristem Family Wealth
Minnesota
$265K +$570 +3 +0.2%
31 32
33
34 35