ISRG icon

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 %
SQA
951
Simon Quick Advisors
New Jersey
$11K 23 +23 New
CAGAS
952
Capital Advisory Group Advisory Services
Minnesota
$11K 23 +23 New
CI
953
CX Institutional
Indiana
$10K 21 -6 -22%
CFFP
954
Center for Financial Planning
Michigan
$10K 21 – –
CCA
955
Column Capital Advisors
Indiana
$10K 20 – –
BBHC
956
Brown Brothers Harriman & Co
New York
$9K 19 -16 -46%
TCM
957
Tradewinds Capital Management
Washington
$9K 18 – –
SWM
958
Selective Wealth Management
Virginia
$9K 19 – –
PWMG
959
Prestige Wealth Management Group
New Jersey
$9K 18 +18 New
BBA
960
Braun-Bostich & Associates
Pennsylvania
$9K 20 +20 New
Kayne Anderson Rudnick Investment Management
961
Kayne Anderson Rudnick Investment Management
California
$8K 17 – –
SBL
962
Sargent Bickham Lagudis
Colorado
$8K 16 +16 New
VNA
963
Valley National Advisers
Pennsylvania
$7K 14 – –
FCA
964
FinTrust Capital Advisors
South Carolina
$7K 15 – –
EWP
965
Engrave Wealth Partners
Texas
$7K 15 +5 +50%
Fidelity International
966
Fidelity International
Bermuda
$6K 13 -21,458 -100%
CFA
967
Carroll Financial Associates
North Carolina
$6K 13 -30 -70%
FFC
968
First Financial Corp
Indiana
$6K 13 – –
PW
969
Price Wealth
Texas
$6K 12 +12 New
M
970
MOTCO
Texas
$6K 13 +13 New
AWM
971
Atticus Wealth Management
Florida
$5K 10 -133 -93%
CBT
972
Capital Bank & Trust
California
$5K 11 -11 -50%
SNT
973
Security National Trust
West Virginia
$5K 11 – –
CIAS
974
CBIZ Investment Advisory Services
Ohio
– – – –
HFM
975
Hartford Financial Management
Connecticut
$5K 11 +11 New
37 38
39
40 41