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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
$190M
3
FAM
Fred Alger Management
New York
$184M
4
ESCM
Echo Street Capital Management
New York
$87.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$258M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$337M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.85B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.23B
4
Morgan Stanley
Morgan Stanley
New York
$4.59B
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$665M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
876
EagleClaw Capital Management
Massachusetts
$406K – – –
RG
877
Retirement Group
California
$405K – – –
AMC
878
Asset Management Corp
Illinois
$405K – – –
VWA
879
V Wealth Advisors
Kansas
$405K +$27K +99 +7%
KA
880
Kercheville Advisors
Texas
$405K +$405K +1,500 New
CWM
881
Calamos Wealth Management
Illinois
$404K -$4.91K -18 -1%
RCAG
882
Rehmann Capital Advisory Group
Michigan
$399K +$25.4K +93 +7%
WA
883
WBH Advisory
Maryland
$399K – – –
CRCM
884
Corbett Road Capital Management
Virginia
$398K -$21.3K -78 -5%
RMDI
885
R.M. Davis Inc
Maine
$397K – – –
GT
886
Glenview Trust
Kentucky
$395K – – –
JFA
887
Johanson Financial Advisors
California
$394K -$8.19K -30 -2%
GLA
888
Great Lakes Advisors
Illinois
$394K +$51.6K +189 +15%
CFN
889
Cordasco Financial Network
Florida
$393K – – –
MIM
890
Moseley Investment Management
Florida
$391K +$102K +375 +35%
FMP
891
Financial Management Professionals
Texas
$390K – – –
LJHT
892
Laurie J. Hall Trustee
$389K -$61.4K -225 -14%
CA
893
Cambridge Advisors
Nebraska
$389K -$4.09K -15 -1%
BFPW
894
BOK Financial Private Wealth
Colorado
$389K +$4.9K +18 +1%
SS
895
Simplicity Solutions
Minnesota
$386K +$148K +543 +62%
SIC
896
SFE Investment Counsel
California
$385K -$11.4K -42 -3%
RE
897
RBC Europe
United Kingdom
$382K -$24.5K -90 -6%
WA
898
Wambolt & Associates
Colorado
$378K +$16.4K +60 +5%
FMWA
899
Forvis Mazars Wealth Advisors
Missouri
$376K +$25.4K +93 +7%
B
900
Bellecapital
Switzerland
$376K +$53.1K +195 +16%
34 35
36
37 38