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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 %
TCBWMS
926
Texas Capital Bank Wealth Management Services
Texas
$337K +$65.4K +240 +24%
CF
927
Copperwynd Financial
Arizona
$335K +$335K +1,227 New
IWA
928
IVC Wealth Advisors
Pennsylvania
$335K +$335K +1,230 New
CG
929
Colony Group
Massachusetts
$332K -$27.8K -102 -8%
TFS
930
TrustCore Financial Services
Tennessee
$332K +$9.81K +36 +3%
UR
931
USCA RIA
Texas
$331K -$5.74K -21 -2%
SN
932
Sittner & Nelson
Oregon
$331K +$331K +1,215 New
AAP
933
Arax Advisory Partners
Colorado
$329K +$3.27K +12 +1%
CM
934
Castleark Management
Illinois
$327K -$164K -600 -33%
Fiera Capital (Canada)
935
Fiera Capital (Canada)
Quebec, Canada
$327K – – –
TSWM
936
Triangle Securities Wealth Management
North Carolina
$327K – – –
PI
937
Parkside Investments
Illinois
$327K – – –
SAM
938
Strategy Asset Managers
California
$327K +$53.8K +198 +20%
BAM
939
Belpointe Asset Management
Nevada
$326K -$76.8K -282 -19%
GKWIM
940
Gerber Kawasaki Wealth & Investment Management
California
$325K +$6.53K +24 +2%
BO
941
BRR OpCo
Ohio
$324K -$2.1M -7,686 -87%
QCG
942
Quadrant Capital Group
Ohio
$324K -$9.82K -36 -3%
CIM
943
Contravisory Investment Management
Massachusetts
$322K +$322K +1,182 New
VWM
944
Vigilare Wealth Management
Arizona
$320K +$41.7K +153 +15%
BCM
945
Brookstone Capital Management
Illinois
$319K -$96.5K -354 -23%
PWAC
946
Private Wealth Advisors (California)
California
$316K – – –
VFA
947
Values First Advisors
Tennessee
$315K -$818 -3 -0.3%
PNAA
948
Pictet North America Advisors
Switzerland
$315K – – –
CAG
949
Crestwood Advisors Group
Massachusetts
$313K +$41K +150 +15%
TSS
950
Two Sigma Securities
New York
$313K +$313K +1,146 New
36 37
38
39 40