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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 %
JFA
851
Johanson Financial Advisors
California
$347K -$107K -456 -24%
PCM
852
Parsons Capital Management
Rhode Island
$346K -$41.1K -174 -11%
LWM
853
Laidlaw Wealth Management
New York
$346K -$7.09K -30 -2%
RMDI
854
R.M. Davis Inc
Maine
$344K -$10.6K -45 -3%
SIC
855
SFE Investment Counsel
California
$344K +$76.6K +324 +29%
GT
856
Glenview Trust
Kentucky
$343K – – –
CFN
857
Cordasco Financial Network
Florida
$341K – – –
CA
858
Cambridge Advisors
Nebraska
$341K – – –
AC
859
Avestar Capital
New York
$339K -$446K -1,878 -57%
SWP
860
Strategic Wealth Partners
Ohio
$339K +$339K +1,434 New
FMP
861
Financial Management Professionals
Texas
$338K -$31.9K -135 -9%
PMFA
862
Plante Moran Financial Advisors
Michigan
$336K +$221K +933 +192%
NNP
863
Nachman Norwood & Parrott
South Carolina
$335K – – –
Nomura Holdings
864
Nomura Holdings
Japan
$334K -$4.18M -17,733 -93%
BFPW
865
BOK Financial Private Wealth
Colorado
$333K +$709 +3 +0.2%
PF
866
Phoenix Financial
Israel
$333K +$333K +1,527 New
XS
867
XR Securities
Illinois
$331K +$331K +1,401 New
NFG
868
Nations Financial Group
Iowa
$330K -$17K -72 -5%
MFW
869
Meristem Family Wealth
Minnesota
$330K – – –
VWA
870
V Wealth Advisors
Kansas
$328K -$243K -1,026 -43%
IA
871
IFP Advisors
Florida
$327K +$12.7K +54 +4%
WA
872
Wealth Alliance
New York
$327K +$327K +1,383 New
RCAG
873
Rehmann Capital Advisory Group
Michigan
$324K -$12.8K -54 -4%
TFGT
874
TS Financial Group (TSFG)
Illinois
$323K -$36.2K -153 -10%
AFS
875
Access Financial Services
Minnesota
$323K – – –
33 34
35
36 37