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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 %
VWA
926
Visionary Wealth Advisors
Illinois
$244K +$244K +1,032 New
PCP
927
Proficio Capital Partners
Massachusetts
$243K +$243K +1,026 New
FFS
928
Founders Financial Securities
Maryland
$241K -$161K -678 -40%
PAM
929
Palisade Asset Management
Minnesota
$241K +$241K +1,020 New
LWAC
930
Laurel Wealth Advisors (California)
California
$241K +$241K +1,020 New
VWM
931
Vigilare Wealth Management
Arizona
$241K +$241K +1,020 New
LHC
932
Little House Capital
Massachusetts
$240K +$240K +1,017 New
CS
933
Comerica Securities
Michigan
$237K +$237K +1,002 New
SAM
934
Strategy Asset Managers
California
$237K +$237K +1,005 New
CAG
935
Crestwood Advisors Group
Massachusetts
$236K +$236K +996 New
TCBWMS
936
Texas Capital Bank Wealth Management Services
Texas
$236K +$236K +996 New
AA
937
Argent Advisors
Louisiana
$236K +$236K +999 New
ABC
938
Associated Banc-Corp
Wisconsin
$235K +$11.4K +48 +5%
BCWM
939
Blue Chip Wealth Management
Florida
$235K +$235K +993 New
SFO
940
Stokes Family Office
Louisiana
$234K +$234K +990 New
CIC
941
Chilton Investment Company
Connecticut
$234K +$234K +990 New
AIA
942
AIMZ Investment Advisors
California
$234K +$234K +990 New
CCMD
943
Cypress Capital Management (Delaware)
Delaware
$234K +$234K +990 New
RCM
944
RB Capital Management
Nevada
$232K +$232K +984 New
CCA
945
Cobblestone Capital Advisors
New York
$231K +$231K +975 New
RICHC
946
Renaissance Investment Consultants Holding Company
Pennsylvania
$229K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
947
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$228K +$217K +918 +1,913%
CIAS
948
Capital Investment Advisory Services
North Carolina
$227K -$35.5K -150 -14%
BAMF
949
BI Asset Management Fondsmaeglerselskab
Denmark
$227K +$227K +960 New
LA
950
LexAurum Advisors
Kansas
$226K +$226K +957 New
36 37
38
39 40