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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 %
AW
826
Alpha Windward
Massachusetts
$264K -$4.56K -24 -2%
SS
827
Simplicity Solutions
Minnesota
$262K +$262K +1,380 New
CAM
828
Claret Asset Management
Quebec, Canada
$260K -$56.3K -297 -18%
RG
829
Retirement Group
California
$260K +$260K +1,371 New
AFS
830
Access Financial Services
Minnesota
$259K +$259K +1,365 New
STA
831
Summit Trail Advisors
New York
$255K +$13.1K +69 +5%
DP
832
Dearborn Partners
Illinois
$252K – – –
RWA
833
Ropes Wealth Advisors
Massachusetts
$252K – – –
IA
834
IFP Advisors
Florida
$246K +$3.32K +18 +1%
BCP
835
Berkeley Capital Partners
Georgia
$243K -$247K -1,299 -50%
ZIC
836
ZWJ Investment Counsel
Georgia
$242K -$103K -543 -30%
BRWM
837
B. Riley Wealth Management
Tennessee
$242K -$28K -147 -10%
BCM
838
Brookstone Capital Management
Illinois
$240K +$240K +1,263 New
DWM
839
Dakota Wealth Management
Florida
$239K +$239K +1,257 New
CA
840
Cetera Advisors
Colorado
$236K +$236K +1,245 New
SHWM
841
Smith & Howard Wealth Management
Georgia
$234K – – –
ATPW
842
Ashton Thomas Private Wealth
Arizona
$234K +$234K +1,230 New
PFBT
843
Parkside Financial Bank & Trust
Missouri
$233K +$2.28K +12 +1%
FMWA
844
Forvis Mazars Wealth Advisors
Missouri
$233K +$233K +1,227 New
SCP
845
Stamos Capital Partners
California
$228K -$980K -5,157 -81%
TSWM
846
Triangle Securities Wealth Management
North Carolina
$228K +$228K +1,200 New
QC
847
QCM Cayman
Texas
$228K +$228K +1,200 New
JIM
848
Jupiter Investment Management
United Kingdom
$228K +$228K +1,203 New
MAM
849
Meeder Asset Management
Ohio
$226K +$32.4K +171 +17%
TFS
850
TrustCore Financial Services
Tennessee
$225K +$29.7K +156 +15%
32 33
34
35 36