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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
+$131M
3
FAM
Fred Alger Management
New York
+$128M
4
ESCM
Echo Street Capital Management
New York
+$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$77.8M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$469M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$454M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$350M
4
Morgan Stanley
Morgan Stanley
New York
-$206M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
851
MAI Capital Management
Ohio
$448K +$81.8K +300 +22%
QI
852
Qtron Investments
Massachusetts
$447K +$447K +1,638 New
PWPS
853
Pinnacle Wealth Planning Services
Ohio
$444K -$29.4K -108 -6%
TFA
854
Toth Financial Advisory
Virginia
$442K -$69.6K -255 -14%
MSE
855
MUFG Securities EMEA
United Kingdom
$442K – – –
MC
856
Matisse Capital
Oregon
$442K – – –
CCT
857
Country Club Trust
Missouri
$435K -$4.08K -15 -0.9%
SC
858
Savant Capital
Illinois
$433K -$4.09K -15 -0.9%
CYG
859
Clean Yield Group
Vermont
$430K – – –
FFN
860
Focus Financial Network
Minnesota
$427K +$2.45K +9 +0.6%
MSFS
861
Main Street Financial Solutions
Pennsylvania
$427K +$427K +1,566 New
KA
862
Kovack Advisors
Florida
$426K +$426K +1,563 New
CCP
863
Clarkston Capital Partners
Michigan
$421K -$3.27K -12 -0.8%
NAS
864
Nicolet Advisory Services
Wisconsin
$421K – – –
GBT
865
Grove Bank & Trust
Florida
$418K +$51.5K +189 +14%
SIM
866
Sonora Investment Management
Arizona
$418K +$389K +1,425 +1,319%
BS
867
Bessemer Securities
New York
$417K +$123K +450 +42%
PP
868
Paloma Partners
Connecticut
$415K -$1.01M -3,696 -71%
EA
869
Ellsworth Advisors
Ohio
$414K – – –
FNBOH
870
First National Bank of Hutchinson
Kansas
$411K -$18.7K -75 -4%
BFO
871
Biltmore Family Office
North Carolina
$410K -$37.6K -138 -8%
WA
872
Wealth Alliance
New York
$410K +$32.7K +120 +9%
NG
873
Northstar Group
New York
$409K – – –
NFG
874
Nations Financial Group
Iowa
$409K +$28.6K +105 +8%
KJHP
875
K.J. Harrison & Partners
Ontario, Canada
$409K +$409K +1,500 New
33 34
35
36 37