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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 %
LWANC
951
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$7.49K -39 -16%
RDWM
952
Red Door Wealth Management
Tennessee
$38K – – –
CA
953
Clearstead Advisors
Ohio
$36K -$90.9K -477 -72%
VEA
954
Virtus ETF Advisers
New York
$35K – – –
BL
955
Balentine LLC
Georgia
$35K +$20.1K +105 +135%
GFPC
956
Global Financial Private Client
Florida
$34.5K +$5.76K +30 +20%
PGAM
957
Princeton Global Asset Management
New Jersey
$34K – – –
TF
958
TimeScale Financial
Massachusetts
$34K +$34K +177 New
LWM
959
Liberty Wealth Management
California
$32K +$19.6K +105 +159%
AIL
960
AGF Investments LLC
Ontario, Canada
$31K -$543K -2,889 -95%
WOC
961
West Oak Capital
California
$31K – – –
SQA
962
Simon Quick Advisors
New Jersey
$30K +$16.7K +87 +126%
EARNEST Partners
963
EARNEST Partners
Georgia
$29K – – –
PCM
964
Prelude Capital Management
New York
$27K -$103K -540 -79%
CDIA
965
Capital Directions Investment Advisors
Georgia
$27K – – –
AIM
966
Arcadia Investment Management
Michigan
$26K – – –
SA
967
SRH Advisors
Kansas
$26K – – –
MLFP
968
MPS Loria Financial Planners
Illinois
$26K +$26K +135 New
1W
969
1776 Wealth
Georgia
$25K -$30.7K -162 -55%
CHC
970
City Holding Co
West Virginia
$24K – – –
FCFS
971
First Command Financial Services
Texas
$24K – – –
FCB
972
First Command Bank
Texas
$24K – – –
BWA
973
Burt Wealth Advisors
Maryland
$23K – – –
ME
974
McIlrath & Eck
Washington
$23K – – –
PW
975
Price Wealth
Texas
$23K +$16.1K +84 +233%
37 38
39
40 41