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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FA
901
Financial Advantage
Maryland
$38K 77 – –
OSAM
902
O'Shaughnessy Asset Management
Connecticut
$37K 75 -116 -61%
DSC
903
Duncker Streett & Co
Missouri
$37K 74 – –
CWP
904
CFM Wealth Partners
Texas
$37K 75 – –
GAM
905
Gemmer Asset Management
California
$37K 74 +35 +90%
RFWA
906
RPg Family Wealth Advisory
Massachusetts
$35.2K 71 -65 -48%
AA
907
AlphaMark Advisors
Kentucky
$34K 69 – –
WLPWM
908
Walled Lake Planning & Wealth Management
Illinois
$34K 69 – –
SLF
909
Sun Life Financial
Ontario, Canada
$33K 66 -2 -3%
BWM
910
Baystate Wealth Management
Massachusetts
$33K 67 – –
RDWM
911
Red Door Wealth Management
Tennessee
$33K 67 +67 New
PGAM
912
Princeton Global Asset Management
New Jersey
$30K 61 – –
ATC
913
Adirondack Trust Company
New York
$30K 60 +7 +13%
VEA
914
Virtus ETF Advisers
New York
$30K 61 +8 +15%
WOC
915
West Oak Capital
California
$27K 54 – –
EARNEST Partners
916
EARNEST Partners
Georgia
$25K 51 – –
CDIA
917
Capital Directions Investment Advisors
Georgia
$23K 47 -9 -16%
GFPC
918
Global Financial Private Client
Florida
$22.9K 50 – –
AIM
919
Arcadia Investment Management
Michigan
$22K 45 – –
SA
920
SRH Advisors
Kansas
$22K 45 – –
EW
921
Evoke Wealth
California
$21.3K 43 -31 -42%
TRCT
922
Tower Research Capital (TRC)
New York
$21K 42 -180 -81%
CHC
923
City Holding Co
West Virginia
$21K 42 – –
FCB
924
First Command Bank
Texas
$21K 42 – –
FCFS
925
First Command Financial Services
Texas
$21K 42 – –
35 36
37
38 39