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 %
PI
901
Parkside Investments
Illinois
$283K -$142K -600 -33%
AAP
902
Arax Advisory Partners
Colorado
$282K +$21.3K +90 +8%
TFS
903
TrustCore Financial Services
Tennessee
$280K – – –
B
904
Bellecapital
Switzerland
$280K +$7.8K +33 +3%
PWAC
905
Private Wealth Advisors (California)
California
$277K – – –
GKWIM
906
Gerber Kawasaki Wealth & Investment Management
California
$276K +$10.6K +45 +4%
PWAG
907
Polaris Wealth Advisory Group
California
$276K +$276K +1,170 New
VDI
908
Vaughan David Investments
Illinois
$275K +$275K +1,164 New
VFA
909
Values First Advisors
Tennessee
$274K -$4.97K -21 -2%
CMI
910
Clare Market Investments
Texas
$273K +$273K +1,155 New
PNAA
911
Pictet North America Advisors
Switzerland
$273K +$273K +1,155 New
MS
912
Mizuho Securities
Japan
$270K -$171K -720 -39%
BFIM
913
Beese Fulmer Investment Management
Ohio
$263K +$39K +165 +17%
TPWA
914
TRUE Private Wealth Advisors
Oregon
$260K – – –
FP
915
Financial Perspectives
Minnesota
$255K – – –
GJIC
916
Gamble Jones Investment Counsel
California
$255K – – –
BS
917
Bessemer Securities
New York
$255K +$255K +1,080 New
VWM
918
Venturi Wealth Management
Texas
$254K +$254K +1,080 New
WF
919
WoodTrust Financial
Wisconsin
$252K – – –
PAS
920
Partnervest Advisory Services
California
$251K -$22K -93 -8%
UCMOK
921
United Capital Management of KS
Kansas
$251K -$4.24K -18 -2%
MIM
922
Moseley Investment Management
Florida
$250K +$250K +1,059 New
HWA
923
Heritage Wealth Advisors
Virginia
$248K – – –
MCWS
924
McKinley Carter Wealth Services
West Virginia
$248K +$248K +1,050 New
FVWA
925
Foster Victor Wealth Advisors
South Carolina
$248K +$248K +1,050 New
35 36
37
38 39