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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.

New
Increased
Maintained
Reduced
Closed
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 %
WEC
876
Winslow Evans & Crocker
Massachusetts
$60K – – –
TSW
877
Thompson Siegel & Walmsley
Virginia
$59K -$6.39K -39 -10%
PP
878
Paloma Partners
Connecticut
$58K -$2.29M -13,998 -98%
TFO
879
Tarbox Family Office
California
$55K +$12.3K +75 +29%
FPFS
880
First Personal Financial Services
North Carolina
$53K -$2.45K -15 -4%
PFGIA
881
Patriot Financial Group Insurance Agency
Massachusetts
$53K – – –
VCM
882
Versant Capital Management
Arizona
$51K – – –
1W
883
1776 Wealth
Georgia
$51K +$32.3K +186 +172%
PCM
884
Pinz Capital Management
New York
$50K -$50K -300 -50%
PP
885
PrairieView Partners
Minnesota
$50K +$50K +300 New
PCG
886
Private Capital Group
Connecticut
$48K -$495 -3 -1%
HGWM
887
Harvest Group Wealth Management
Massachusetts
$47K -$4.45K -27 -9%
KPW
888
Kore Private Wealth
New York
$46K +$38.1K +231 +481%
RWG
889
Regal Wealth Group
California
$46K +$46K +276 New
NSIM
890
North Star Investment Management
Illinois
$45K – – –
EIP
891
Ellis Investment Partners
Pennsylvania
$45K +$18K +120 +67%
GEA
892
Glen Eagle Advisors
New Jersey
$44.6K -$18.3K -111 -29%
AF
893
Advisornet Financial
Minnesota
$44K -$102K -612 -70%
JCM
894
Jacobi Capital Management
Pennsylvania
$44K +$6.5K +39 +17%
MHR
895
Matthew Hamilton Rosenberg
$43K +$43K +255 New
WPA
896
West Paces Advisors
Georgia
$42.6K +$4.95K +30 +13%
TIM
897
Tortoise Investment Management
New York
$40K – – –
OIA
898
Optimum Investment Advisors
Illinois
$39K -$103K -624 -72%
GWS
899
Glassman Wealth Services
Virginia
$39K -$4.5K -27 -10%
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K +$6.42K +39 +20%
34 35
36
37 38