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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 %
W
801
WealthStone
Ohio
$403K +$403K +1,704 New
IA
802
Independence Advisors
Pennsylvania
$399K – – –
IWC
803
Integrated Wealth Concepts
Massachusetts
$396K -$54.6K -231 -12%
XM
804
XTX Markets
New York
$396K +$396K +1,674 New
ACM
805
Advisors Capital Management
New Jersey
$394K -$4.98K -21 -1%
CW
806
CreativeOne Wealth
Kansas
$393K +$393K +1,662 New
EWA
807
Exencial Wealth Advisors
Oklahoma
$392K – – –
CB
808
CNB Bank
Pennsylvania
$391K -$5.68K -24 -1%
WOSD
809
WFA of San Diego
California
$390K -$110K -465 -22%
MC
810
Moors & Cabot
Massachusetts
$390K -$24.9K -105 -6%
ARMT
811
Amica Retiree Medical Trust
Rhode Island
$390K – – –
LJHT
812
Laurie J. Hall Trustee
$390K +$390K +1,650 New
BFO
813
Biltmore Family Office
North Carolina
$388K -$1.42K -6 -0.4%
CMO
814
Covenant Multifamily Offices
Texas
$386K -$144K -609 -27%
MC
815
Matisse Capital
Oregon
$384K – – –
HWA
816
HCR Wealth Advisors
California
$384K +$48.3K +204 +14%
MSE
817
MUFG Securities EMEA
United Kingdom
$383K -$112K -474 -23%
BP
818
Ballentine Partners
Massachusetts
$383K – – –
CCT
819
Country Club Trust
Missouri
$382K +$36.9K +156 +11%
IP
820
Intellectus Partners
California
$380K +$380K +1,608 New
SC
821
Savant Capital
Illinois
$379K -$3.55K -15 -0.9%
WPC
822
Waters Parkerson & Co
Louisiana
$379K +$17K +72 +5%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$375K -$88K -372 -19%
1WA
824
180 Wealth Advisors
Washington
$375K -$180K -738 -32%
PCM
825
Prelude Capital Management
New York
$375K +$342K +1,443 +1,023%
31 32
33
34 35