ISRG icon

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
$190M
3
FAM
Fred Alger Management
New York
$184M
4
ESCM
Echo Street Capital Management
New York
$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$258M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$337M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.85B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.23B
4
Morgan Stanley
Morgan Stanley
New York
$4.59B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
826
ClearBridge Investments
New York
$481K – – –
MFW
827
Meristem Family Wealth
Minnesota
$481K +$101K +369 +26%
IA
828
IFP Advisors
Florida
$481K +$102K +372 +27%
W
829
WealthStone
Ohio
$480K +$15.5K +57 +3%
ED
830
Exane Derivatives
France
$476K -$67.9K -249 -12%
TA
831
Tectonic Advisors
Texas
$475K +$475K +1,743 New
IWC
832
Integrated Wealth Concepts
Massachusetts
$474K +$18K +66 +4%
CCMD
833
Cypress Capital Management (Delaware)
Delaware
$474K +$204K +750 +76%
SC
834
Scholtz & Company
Connecticut
$470K +$129K +474 +38%
PWAG
835
Polaris Wealth Advisory Group
California
$470K +$151K +552 +47%
APA
836
American Portfolios Advisors
New York
$468K +$59.7K +219 +15%
RMC
837
Resources Management Corp
Connecticut
$466K -$286K -1,050 -38%
SWM
838
SeaCrest Wealth Management
New York
$466K -$18.8K -69 -4%
BOS
839
Bank of Stockton
California
$465K -$18.8K -69 -4%
PIA
840
Perennial Investment Advisors
California
$465K -$6.55K -24 -1%
BHB
841
Bank Hapoalim BM
Israel
$465K – – –
TFM
842
TFC Financial Management
Massachusetts
$465K – – –
WSTAM
843
Wilbanks Smith & Thomas Asset Management
Virginia
$464K -$16.4K -60 -3%
MWM
844
Modera Wealth Management
New Jersey
$463K +$463K +1,698 New
MC
845
Moors & Cabot
Massachusetts
$457K +$8.98K +33 +2%
EMG
846
ETF Managers Group
New Jersey
$456K -$893K -3,285 -66%
CS
847
Comerica Securities
Michigan
$456K +$183K +669 +67%
WPC
848
Waters Parkerson & Co
Louisiana
$451K +$13.9K +51 +3%
ARMT
849
Amica Retiree Medical Trust
Rhode Island
$449K – – –
QC
850
QCM Cayman
Texas
$448K -$37.6K -138 -8%
32 33
34
35 36