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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 %
MFA
901
Mayflower Financial Advisors
Massachusetts
$376K +$376K +1,377 New
AFS
902
Access Financial Services
Minnesota
$372K – – –
TFGT
903
TS Financial Group (TSFG)
Illinois
$371K -$817 -3 -0.2%
VC
904
Veery Capital
Delaware
$370K +$370K +1,356 New
FHC
905
First Heartland Consultants
Missouri
$369K -$31.9K -117 -8%
CC
906
Centiva Capital
New York
$368K -$266K -972 -42%
LWM
907
Laidlaw Wealth Management
New York
$364K -$35.2K -129 -9%
CAM
908
Claret Asset Management
Quebec, Canada
$364K -$7.36K -27 -2%
RWA
909
Ropes Wealth Advisors
Massachusetts
$362K -$819 -3 -0.2%
BWLSA
910
Blue Water Life Science Advisors
California
$360K +$360K +1,320 New
CIC
911
Crawford Investment Counsel
Georgia
$359K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
912
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$358K -$741K -2,712 -67%
MFG
913
Magnus Financial Group
New York
$358K -$49.2K -180 -12%
PCM
914
Parsons Capital Management
Rhode Island
$358K -$40.9K -150 -10%
DP
915
Dearborn Partners
Illinois
$358K -$4.1K -15 -1%
CT
916
Chicago Trust
Illinois
$354K +$354K +1,299 New
NNP
917
Nachman Norwood & Parrott
South Carolina
$352K -$34.4K -126 -9%
BFIM
918
Beese Fulmer Investment Management
Ohio
$352K +$48.3K +177 +16%
CMO
919
Covenant Multifamily Offices
Texas
$350K -$94.9K -348 -21%
JF
920
Jump Financial
Illinois
$349K -$633K -2,325 -64%
RPC
921
Rossmore Private Capital
Connecticut
$348K -$61.4K -225 -15%
ZIC
922
ZWJ Investment Counsel
Georgia
$348K – – –
KWM
923
Kingsview Wealth Management
Oregon
$343K +$343K +1,257 New
SB
924
Strategic Blueprint
Georgia
$341K -$148K -543 -30%
TFA
925
Teamwork Financial Advisors
Texas
$340K +$8.17K +30 +2%
35 36
37
38 39