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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 %
SBSB
876
Sullivan, Bruyette, Speros & Blaney
Virginia
$188K +$1.71K +9 +0.9%
BFIM
877
Beese Fulmer Investment Management
Ohio
$180K +$180K +948 New
AIM
878
Acropolis Investment Management
Missouri
$179K – – –
ABC
879
Associated Banc-Corp
Wisconsin
$179K +$54K +285 +43%
CAM
880
Columbia Asset Management
Michigan
$178K +$178K +1,800 New
VFA
881
Valeo Financial Advisors
Indiana
$176K +$57.1K +300 +48%
TWA
882
TCI Wealth Advisors
Arizona
$164K -$3.99K -21 -2%
SMG
883
Spectrum Management Group
Indiana
$157K – – –
AIM
884
Anchor Investment Management
South Carolina
$152K +$5.7K +30 +4%
EI
885
Ellevest Inc
New York
$151K +$65.5K +345 +77%
TPCW
886
TD Private Client Wealth
New York
$145K +$570 +3 +0.4%
WB
887
West Bancorporation
Iowa
$142K – – –
KLWA
888
Kelly Lawrence W & Associates
California
$139K – – –
C
889
Cerebellum
California
$127K +$127K +1,041 New
EP
890
Eudaimonia Partners
Tennessee
$123K – – –
LTI
891
Laffer Tengler Investments
Tennessee
$117K +$117K +618 New
OHS
892
Odey Holdings (Switzerland)
Switzerland
$114K -$22.8K -120 -17%
WEC
893
Winslow Evans & Crocker
Massachusetts
$109K +$39.4K +207 +57%
BWM
894
BerganKDV Wealth Management
Minnesota
$108K +$1.71K +9 +2%
AF
895
Advisornet Financial
Minnesota
$107K +$56.9K +300 +114%
AIM
896
AIA Investment Management
Singapore
$105K – – –
WFMPM
897
Woodley Farra Manion Portfolio Management
Indiana
$100K – – –
AWM
898
Apollon Wealth Management
South Carolina
$100K +$100K +525 New
SIAS
899
Shine Investment Advisory Services
Colorado
$97K -$28.5K -150 -23%
CCM
900
Covington Capital Management
California
$95K -$18.9K -99 -17%
34 35
36
37 38