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Intuitive Surgical
ISRG

Overview Fund Activity

1,043 hedge funds and large institutions have $58.6B invested in Intuitive Surgical in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 426 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+42
Holders Change %
+4.2%
% of All Funds
21.44%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.45%
New
125
Increased
426
Reduced
301
Closed
77
Calls
$999M
Puts
$1.01B
Net Calls
-$6.78M
Net Calls Change
+$423M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$558M
2
BlackRock
BlackRock
New York
$5.32B
3
Fisher Asset Management
Fisher Asset Management
Washington
$642M
4
JSP
Jackson Square Partners
California
$346M
5
Edgewood Management
Edgewood Management
Connecticut
$1.86B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.56B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$388M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
GQG Partners
GQG Partners
Florida
$0
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
926
Zions Bancorporation
Utah
$55K -$166K -879 -75%
PCG
927
Private Capital Group
Connecticut
$55K – – –
KPW
928
Kore Private Wealth
New York
$55K +$2.27K +12 +4%
HGWM
929
Harvest Group Wealth Management
Massachusetts
$54K – – –
CI Investments Inc
930
CI Investments Inc
Ontario, Canada
$53K +$53K +279 New
RWG
931
Regal Wealth Group
California
$52K – – –
GEA
932
Glen Eagle Advisors
New Jersey
$51.3K – – –
NSIM
933
North Star Investment Management
Illinois
$51K – – –
WPA
934
West Paces Advisors
Georgia
$49K – – –
MHR
935
Matthew Hamilton Rosenberg
$48K – – –
SFSIG
936
San Francisco Sentry Investment Group
California
$46K -$85.1K -444 -65%
TIM
937
Tortoise Investment Management
New York
$46K – – –
THWM
938
Taylor Hoffman Wealth Management
Virginia
$45K +$45K +237 New
JCM
939
Jacobi Capital Management
Pennsylvania
$44K -$5.64K -30 -11%
GWS
940
Glassman Wealth Services
Virginia
$44K – – –
BWM
941
Baystate Wealth Management
Massachusetts
$44K +$5.71K +30 +15%
CAGAS
942
Capital Advisory Group Advisory Services
Minnesota
$44K +$31K +165 +239%
PWP
943
Principle Wealth Partners
Connecticut
$44K +$44K +234 New
FA
944
Financial Advantage
Maryland
$43K – – –
CI
945
CX Institutional
Indiana
$43K +$31.1K +165 +262%
CWP
946
CFM Wealth Partners
Texas
$42K – – –
GAM
947
Gemmer Asset Management
California
$42K – – –
RFWA
948
RPg Family Wealth Advisory
Massachusetts
$40.5K – – –
WLPWM
949
Walled Lake Planning & Wealth Management
Illinois
$39K – – –
SLF
950
Sun Life Financial
Ontario, Canada
$39K +$1.7K +9 +5%
36 37
38
39 40