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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 %
VFA
851
Values First Advisors
Tennessee
$224K +$224K +1,179 New
PWAC
852
Private Wealth Advisors (California)
California
$222K +$222K +1,170 New
HS
853
Haafor (Singapore)
Singapore
$221K +$221K +1,164 New
GRP
854
Global Retirement Partners
California
$219K +$44.5K +234 +25%
B
855
Bellecapital
Switzerland
$219K +$219K +1,152 New
WIC
856
Whitegate Investment Counselors
New Hampshire
$219K +$219K +1,152 New
PAS
857
Partnervest Advisory Services
California
$219K +$219K +1,155 New
SIC
858
SFE Investment Counsel
California
$215K -$17.7K -93 -8%
RICHC
859
Renaissance Investment Consultants Holding Company
Pennsylvania
$214K +$214K +945 New
GKWIM
860
Gerber Kawasaki Wealth & Investment Management
California
$213K +$213K +1,125 New
CIAS
861
Capital Investment Advisory Services
North Carolina
$211K +$211K +1,110 New
AAP
862
Arax Advisory Partners
Colorado
$210K +$59.9K +315 +40%
TPWA
863
TRUE Private Wealth Advisors
Oregon
$209K +$13.7K +72 +7%
QCG
864
Quadrant Capital Group
Ohio
$208K -$7.41K -39 -3%
PP
865
Paloma Partners
Connecticut
$207K +$140K +738 +208%
FSC
866
Full Sail Capital
Oklahoma
$206K +$206K +903 New
UCMOK
867
United Capital Management of KS
Kansas
$206K +$206K +1,083 New
FP
868
Financial Perspectives
Minnesota
$205K – – –
OPS
869
Orion Portfolio Solutions
Nebraska
$205K +$42.8K +225 +26%
CIC
870
Crawford Investment Counsel
Georgia
$205K +$205K +1,077 New
GJIC
871
Gamble Jones Investment Counsel
California
$205K +$205K +1,080 New
TFA
872
Teamwork Financial Advisors
Texas
$202K +$202K +1,062 New
SC
873
Scholtz & Company
Connecticut
$202K +$202K +1,065 New
WF
874
WoodTrust Financial
Wisconsin
$202K +$202K +1,065 New
HWA
875
Heritage Wealth Advisors
Virginia
$199K – – –
33 34
35
36 37