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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 %
CYG
826
Clean Yield Group
Vermont
$373K – – –
AMC
827
Asset Management Corp
Illinois
$369K – – –
FFN
828
Focus Financial Network
Minnesota
$368K +$31.9K +135 +9%
CCP
829
Clarkston Capital Partners
Michigan
$368K +$2.84K +12 +0.8%
NAS
830
Nicolet Advisory Services
Wisconsin
$365K – – –
CRCM
831
Corbett Road Capital Management
Virginia
$363K +$22K +93 +6%
RWM
832
Ritholtz Wealth Management
New York
$363K +$363K +1,536 New
AW
833
Alpha Windward
Massachusetts
$361K +$32.6K +138 +10%
VAS
834
Vestmark Advisory Solutions
Massachusetts
$361K +$361K +1,527 New
BCM
835
Brookstone Capital Management
Illinois
$360K +$61.7K +261 +21%
EA
836
Ellsworth Advisors
Ohio
$359K -$5.68K -24 -2%
CWM
837
Calamos Wealth Management
Illinois
$355K -$24.9K -105 -7%
WA
838
WBH Advisory
Maryland
$355K -$4.26K -18 -1%
YMRC
839
Yorktown Management & Research Company
Virginia
$355K – – –
NG
840
Northstar Group
New York
$355K – – –
HA
841
Harfst & Associates
Wyoming
$355K +$11.3K +48 +3%
RPC
842
Rossmore Private Capital
Connecticut
$355K +$355K +1,500 New
ER
843
Enlightenment Research
Florida
$355K +$355K +1,500 New
APA
844
American Portfolios Advisors
New York
$354K -$642K -2,715 -64%
MFG
845
Magnus Financial Group
New York
$353K -$32.7K -138 -8%
RE
846
RBC Europe
United Kingdom
$353K – – –
RG
847
Retirement Group
California
$352K +$27.7K +117 +9%
ECM
848
EagleClaw Capital Management
Massachusetts
$351K – – –
BAM
849
Belpointe Asset Management
Nevada
$349K -$818K -3,468 -70%
FHC
850
First Heartland Consultants
Missouri
$348K +$7.1K +30 +2%
32 33
34
35 36