ISRG icon

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
$4.16B
2
Polen Capital Management
Polen Capital Management
Florida
$699M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$720M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$128M
5
UBS AM
UBS AM
Illinois
$342M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.73B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.97B
3
BlackRock
BlackRock
New York
$6.37B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.21B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$885M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
876
Claret Asset Management
Quebec, Canada
$322K -$2.13K -9 -0.7%
MCM
877
MAI Capital Management
Ohio
$318K -$36.9K -156 -10%
GBT
878
Grove Bank & Trust
Florida
$318K +$318K +1,344 New
GSWM
879
Golden State Wealth Management
California
$315K -$60.3K -255 -16%
WA
880
Wambolt & Associates
Colorado
$314K -$49K -207 -14%
RWA
881
Ropes Wealth Advisors
Massachusetts
$314K – – –
DP
882
Dearborn Partners
Illinois
$314K – – –
CG
883
Colony Group
Massachusetts
$312K +$312K +1,320 New
BSW
884
Buckingham Strategic Wealth
Missouri
$311K -$98.5K -417 -24%
CIC
885
Crawford Investment Counsel
Georgia
$311K +$56.7K +240 +22%
EAMA
886
EFG Asset Management (Americas)
Florida
$306K +$306K +1,293 New
FMWA
887
Forvis Mazars Wealth Advisors
Missouri
$304K +$13.5K +57 +5%
ZIC
888
ZWJ Investment Counsel
Georgia
$302K – – –
LFAS
889
Level Four Advisory Services
Texas
$299K -$191K -807 -39%
MGIM
890
M&G Investment Management
United Kingdom
$297K -$34.7K -147 -10%
GLA
891
Great Lakes Advisors
Illinois
$297K +$297K +1,254 New
SC
892
Scholtz & Company
Connecticut
$295K +$43.3K +183 +17%
UR
893
USCA RIA
Texas
$292K -$456K -1,926 -61%
SHWM
894
Smith & Howard Wealth Management
Georgia
$291K – – –
PCA
895
Personal Capital Advisors
California
$291K +$291K +1,230 New
QCG
896
Quadrant Capital Group
Ohio
$289K +$30.5K +129 +12%
TFA
897
Teamwork Financial Advisors
Texas
$288K +$36.9K +156 +15%
SCP
898
Stamos Capital Partners
California
$284K – – –
TSWM
899
Triangle Securities Wealth Management
North Carolina
$284K – – –
Fiera Capital (Canada)
900
Fiera Capital (Canada)
Quebec, Canada
$284K +$284K +1,200 New
34 35
36
37 38