ISRG icon

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.

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
1
Wellington Management Group
Massachusetts
$710M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$350M
3
Capital World Investors
3
Capital World Investors
California
$2.46B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$237M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$466M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$466M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$473M
3
JFA
3
Johanson Financial Advisors
California
$320K
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$480M
5
Coatue Management
5
Coatue Management
New York
$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
851
Paradigm Asset Management
New York
$99K – – –
CCM
852
Covington Capital Management
California
$99K -$68.7K -414 -41%
BWM
853
BerganKDV Wealth Management
Minnesota
$92K – – –
AIM
854
AIA Investment Management
Singapore
$91K – – –
WFMPM
855
Woodley Farra Manion Portfolio Management
Indiana
$87K +$7.46K +45 +9%
AssetMark Inc
856
AssetMark Inc
California
$82K -$44.7K -270 -35%
CFG
857
Citizens Financial Group
Rhode Island
$78K – – –
AWA
858
Arkadios Wealth Advisors
Georgia
$77.7K -$1.49K -9 -2%
RFA
859
Reilly Financial Advisors
California
$77K -$4.94K -30 -6%
FANJ
860
Financial Architects (New Jersey)
New Jersey
$76K +$24.2K +147 +47%
HS
861
Horan Securities
United States
$76K +$76K +459 New
NFG
862
Next Financial Group
Texas
$75K -$370K -2,247 -83%
LWA
863
Lenox Wealth Advisors
New York
$75K +$2.47K +15 +3%
TFA
864
Toth Financial Advisory
Virginia
$74K -$419K -2,547 -85%
BCA
865
Berman Capital Advisors
Georgia
$74K -$967 -6 -1%
First Manhattan
866
First Manhattan
New York
$74K – – –
EI
867
Ellevest Inc
New York
$74K +$22.7K +138 +44%
SAM
868
S.A. Mason
Michigan
$72K +$493 +3 +0.7%
AWM
869
Avior Wealth Management
Nebraska
$68K +$63.6K +390 +1,444%
PB
870
Pinnacle Bancorp
Nebraska
$67K – – –
ED
871
Exane Derivatives
France
$65.4K -$15.8K -96 -20%
PMFA
872
Plante Moran Financial Advisors
Michigan
$65K -$118K -717 -64%
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$65K +$496 +3 +0.8%
QAM
874
QCI Asset Management
New York
$62K – – –
KPCM
875
Kings Point Capital Management
New York
$60K – – –
33 34
35
36 37