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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 %
BWA
926
Burt Wealth Advisors
Maryland
$20K 41 – –
ME
927
McIlrath & Eck
Washington
$20K 40 – –
HI
928
Hudock Inc
Pennsylvania
$19K 40 – –
EWA
929
Evolution Wealth Advisors
Florida
$18K 36 -10 -22%
HI
930
Human Investing
Oregon
$18K 36 – –
ST
931
Smithfield Trust
Pennsylvania
$17K 35 +8 +30%
H
932
Hexavest
Quebec, Canada
$16K 33 – –
AS
933
Altshuler Shaham
Israel
$16K 32 – –
CCM
934
Cribstone Capital Management
Maine
$16K 33 +1 +3%
FHA
935
First Horizon Advisors
Tennessee
$16K 33 +5 +18%
VRM
936
Vectors Research Management
New York
$15K 30 – –
EFSCE
937
Enterprise Financial Services Corp (EFSC)
Missouri
$14K 28 -25 -47%
BCM
938
Blume Capital Management
California
$14K 30 – –
GI
939
Gradient Investments
Minnesota
$14K 28 +5 +22%
BL
940
Balentine LLC
Georgia
$13K 26 -106 -80%
WCG
941
Weaver Consulting Group
California
$13K 27 – –
MPWT
942
MassMutual Private Wealth & Trust
Connecticut
$13K 26 +21 +420%
SWA
943
Sutton Wealth Advisors
Florida
$12.9K 26 +14 +117%
AA
944
Advisory Alpha
Michigan
$12.3K 24 -6 -20%
MF
945
Manchester Financial
California
$12K 24 – –
SL
946
Salomon & Ludwin
Virginia
$12K 25 – –
SWM
947
Sugarloaf Wealth Management
Georgia
$12K 24 – –
DAM
948
Delta Asset Management
Tennessee
$12K 25 +25 New
LWM
949
Liberty Wealth Management
California
$11K 22 – –
EWM
950
EPG Wealth Management
Georgia
$11K 23 +3 +15%
36 37
38
39 40