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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 %
MAM
826
Meeder Asset Management
Ohio
$168K +$49.4K +300 +42%
SMFG
827
Sumitomo Mitsui Financial Group
Japan
$165K -$438K -2,607 -73%
SBSB
828
Sullivan, Bruyette, Speros & Blaney
Virginia
$162K +$14.9K +90 +10%
AIC
829
Ameritas Investment Company
Nebraska
$156K -$812K -4,932 -84%
AIM
830
Acropolis Investment Management
Missouri
$156K – – –
GRP
831
Global Retirement Partners
California
$152K +$7.95K +48 +6%
TWA
832
TCI Wealth Advisors
Arizona
$146K +$34.6K +210 +31%
ETC
833
Exchange Traded Concepts
Oklahoma
$146K +$62.4K +378 +75%
HIIFS
834
Harel Insurance Investments & Financial Services
Israel
$145K +$13.9K +84 +11%
OPS
835
Orion Portfolio Solutions
Nebraska
$141K +$35.3K +213 +33%
SMG
836
Spectrum Management Group
Indiana
$136K +$136K +825 New
AAP
837
Arax Advisory Partners
Colorado
$130K -$3.46K -21 -3%
AIM
838
Anchor Investment Management
South Carolina
$127K +$54.5K +330 +75%
TPCW
839
TD Private Client Wealth
New York
$126K -$7.92K -48 -6%
WB
840
West Bancorporation
Iowa
$123K – – –
KLWA
841
Kelly Lawrence W & Associates
California
$121K – – –
CAN
842
Claraphi Advisory Network
United States
$121K +$121K +732 New
OHS
843
Odey Holdings (Switzerland)
Switzerland
$119K +$119K +720 New
SFSIG
844
San Francisco Sentry Investment Group
California
$113K – – –
PCM
845
Prelude Capital Management
New York
$112K -$187K -1,134 -62%
CA
846
Clearstead Advisors
Ohio
$110K +$110K +666 New
SIAS
847
Shine Investment Advisory Services
Colorado
$109K +$24.8K +150 +29%
ABC
848
Associated Banc-Corp
Wisconsin
$109K +$109K +660 New
EP
849
Eudaimonia Partners
Tennessee
$106K – – –
VFA
850
Valeo Financial Advisors
Indiana
$105K -$2.52K -15 -2%
32 33
34
35 36