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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 %
ABC
801
Associated Banc-Corp
Wisconsin
$536K +$265K +972 +98%
MCM
802
Manchester Capital Management
Vermont
$535K -$12.3K -45 -2%
CCG
803
Cypress Capital Group
Florida
$535K -$6.54K -24 -1%
MAM
804
Meeder Asset Management
Ohio
$532K -$1.38M -5,043 -72%
SP
805
Symmetry Partners
Connecticut
$528K -$42.5K -156 -7%
FWM
806
Foresight Wealth Management
Utah
$522K -$119K -438 -19%
DWT
807
Dorsey & Whitney Trust
South Dakota
$520K +$29.5K +108 +6%
RC
808
RegentAtlantic Capital
New Jersey
$519K -$670K -2,460 -56%
Lido Advisors
809
Lido Advisors
California
$519K -$2.46K -9 -0.5%
NAM
810
North American Management
Massachusetts
$515K -$36.8K -135 -7%
HWA
811
HCR Wealth Advisors
California
$514K +$71.2K +261 +16%
PCA
812
Personal Capital Advisors
California
$509K +$173K +636 +52%
FFM
813
Fullerton Fund Management
Singapore
$504K +$270K +990 +115%
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$503K +$503K +1,845 New
GC
815
GFG Capital
Florida
$497K +$18.8K +69 +4%
CB
816
CNB Bank
Pennsylvania
$496K +$45K +165 +10%
MWM
817
Minot Wealth Management
Massachusetts
$496K +$496K +1,818 New
ECM
818
Evergreen Capital Management
Washington
$495K +$14.7K +54 +3%
LC
819
Lindbrook Capital
California
$494K +$6.54K +24 +1%
FWM
820
Frontier Wealth Management
Missouri
$492K +$1.64K +6 +0.3%
LIM
821
Leavell Investment Management
Alabama
$491K – – –
CICI
822
Capital Investment Counsel Inc
North Carolina
$491K – – –
PPP
823
Private Portfolio Partners
New Jersey
$487K +$2.45K +9 +0.5%
FPA
824
First Pacific Advisors
California
$484K -$14.7K -54 -3%
WWM
825
Windsor Wealth Management
Indiana
$483K +$8.17K +30 +2%
31 32
33
34 35